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 section also offers a wide range of filters and sorts so you can work the way you want.
This article contains:
- Tasks in List & Calendar view
- Using Filters and Sort
Tasks in List and Calendar view
By default, the Tasks section is set to List view. List view displays all of the tasks you have access to. Meaning, 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. Here is where you can see the task details and start working on the task.
As you work on a task, the task line might include icons that summarize important information about the task, such as its number of discussions, subtasks, files, or due date.
Calendar view displays all of your tasks by due dates. This is a great view to get an overview of the entire month or a specific time frame. You can view the task details by clicking on the task. Or you can click on a date to create a new task.
Click Calendar at the top to see tasks in the Calendar.
Use the view settings to see the calendar by Month, Week, 3 Days, or Day.
Using Filters and Sorting
When you first arrive in Tasks, the filter is set to All tasks (All Assignees, All Due Dates, All Statuses) and sort by is set to Priority. If you have many projects, you can narrow the list so that it shows only those you’re interested in.
You change the Calendar filter by clicking the Filter icon on the top right corner. You can set the filter by Assignee, Due Date, or Status.
You also have an option to show or hide the subtasks. This option will only show up if you are sorted by Projects.
You change the sorting order by clicking the Sort icon on the top right corner. You can set the sort to Priority, Due Date, Name, Activity, or Project.
Caution: Sorting by priority list tasks in a numbered order. The order is based on how tasks were originally arranged in the project. Arranging the tasks might affect the way tasks are arranged in their project.