Ledger

The Ledger is a sortable, filterable data grid that lists every Project Manager Task in the selected project. Switch to it by clicking Ledger in the toolbar.

Summary Chips

Beside the Project Manager Ledger heading, chips count the Tasks in the grid and how many are in To-Do, Doing, and Done.

Columns

Each row is one Task. Click its Ref to open the Task's page, its Epic reference to open the Epic's page, or its Dependency to open the parent Task. Hours turns orange, then red, as logged time runs past the estimate in Scope, and a red flag beside the Title marks a blocked Task. Updated shows when the Task last changed. External, Stage, Category, Scope, Dependency, and Tags are hidden until you turn them on in the column management panel. The Epic column appears only when Epics are enabled, and Stage only when the project has stages.

Row Actions

The icons at the end of each row open the Task's page (View), copy its link (Copy URL), open the Edit Task dialog (Edit), and, for a scheduled Task, switch to the Timeline at its start date (View on Timeline).

Sorting and Filtering

Click a column header to sort the grid. The default sort is by Ref ascending. State and Priority sort in workflow and severity order.

The filter bar above the Ledger (shared across all views) narrows which Tasks appear in the grid. To filter inside the grid, open the column menu on a column heading and choose Filter.

Column Management

Open the column menu on any column heading and choose Manage columns to show or hide individual columns and reorder them by dragging. A Reset button at the bottom restores the default column set and order. Your column layout is remembered the next time you open the Ledger.