Using the Tasks section

The tasks section is where you can view and track all of your organization’s tasks. This is a great place to focus on specific tasks without having to enter each project separately.  You can quickly see what needs to get done and start working on it. The Tasks section also offers a wide range of filters and sorts so you can work the way you want.

This article describes how you can view tasks in:

• List view
• Table view
• Board view 
• Calendar view

And how you can use filters and sorting.

List view

By default, the Tasks section is set to List view. List view displays all of the tasks you have access to.  If you are a part of a project or following a task, it will show up here.

When you click on a task, the right panel will open. You will see the task details in this screen and you will be able to start working on it.

To the right of each task’s name you may see a group of icons that summarize important information about the task, such as number of discussions, subtasks, files attached, or a due date.

Table view

In table view, tasks are displayed horizontally with all task attributes displayed in columns.

To view your tasks in table view simply select Table in the menu at the top of your screen.

In this view, you can click on a task to open the task details window.  You can change the Assignee, Status, Due Date or any of the values in the displayed columns.  You can also add your own customized columns, or rearrange columns to your liking.

As shown below, clicking on the Status value of a task displays the list of statuses. In this case, we clicked on the status of the Global Marketing Campaign task. Set a new status by simply clicking on a new value.

For more information on Managing and Customizing Table View see Table View.

Board view

Board view displays all of your workspace’s tasks using columns and task cards.  Each card describes a single task, and each column represents their status.  This gives the user a unique view of the progress of all their projects.

Dragging a task from one column to another, will change the task’s status.

In the Board view, you can click on a task to open the task details window.  For example, clicking on the task Brainstorm opens the following window.

You can filter the board view on Assignees and Due Date.

And you can sort on Priority, Due Date, Name, Last Updated, or when the task was Created.

You can also easily change the status of tasks by dragging and dropping them to different columns.

Calendar view

Calendar view displays all of your tasks by their due dates.  You can use the calendar view to get an overview of the entire month or a specific time frame.

You can view the task details by clicking on a task  Or you can click on a date to create a new task. For example, clicking on the task Competitor research in the calendar above will open the task details as shown.

You can set the time frame of the calendar view using the controls in the upper right hand corner. The calendar can be set to display a month, a week, 3 days, or a single day.

Using filters and sorting

If you want to limit your view to a subset of your tasks, use filters. Click on the Filter button to display the filtering options.

Note: When you first arrive in Tasks, the filter defaults to All Tasks, All Assignees, All Due Dates, and only tasks with the Open status.  

You can also sort your tasks on Priority, Due Date, Name, Last Updated, or the time the task was Created.

Note: When sorting on Priority you can quickly change the priority of tasks by dragging and dropping them to different positions in the list. The initial order is based on how tasks were originally arranged in the project. Rearranging the tasks might affect the way tasks are arranged in their project.