Task Views
Switch between views using the view selector at the top of your Tasks section.List View
A clean, straightforward list of all tasks:- Best for: Scanning tasks quickly, bulk operations
- Shows: Title, status, priority, assignee, due date
- Sort by: Click column headers to sort
- Compact view with all key information
- Checkboxes for bulk selection
- Click any row to open task details
- Inline editing for quick updates
Kanban Board
Visual columns representing each status:- Best for: Visualizing workflow, drag-and-drop updates
- Shows: Task cards in status columns
- Columns: Backlog, To Do, In Progress, Done
- Drag tasks between columns to change status
- See work-in-progress at a glance
- Cards show title, priority, assignee, due date
- Collapse/expand columns as needed
Table View
Spreadsheet-style view with customizable columns:- Best for: Detailed analysis, data-heavy management
- Shows: All task fields in columns
- Features: Sort, filter, and customize columns
- Resize columns by dragging
- Sort by clicking headers
- Hide/show columns
- Filter directly in column headers
- Export options
Filtering Tasks
Focus on specific tasks using filters.Quick Filters
Common filters available with one click:| Filter | What it shows |
|---|---|
| All | Every task in the project |
| My tasks | Tasks assigned to you |
| Unassigned | Tasks without an assignee |
| Urgent | Only urgent priority tasks |
| Due soon | Tasks with upcoming due dates |
| Overdue | Tasks past their due date |
Filter by Status
Show tasks in specific statuses:- Backlog only: Future work
- To Do only: Planned work
- In Progress only: Active work
- Done only: Completed work
- Multiple: Select multiple statuses
Filter by Priority
Focus on tasks by importance:- Urgent: Critical items
- High: Important items
- Medium: Standard items
- Low: Nice-to-haves
- Multiple: Select multiple priorities
Filter by Assignee
See tasks assigned to specific people:- Me: Your tasks
- Specific member: Any team member
- AI coworker: Tasks assigned to AI
- Unassigned: Tasks without owners
Filter by Due Date
Find tasks based on deadlines:- Due today: Tasks due today
- Due this week: Tasks due within 7 days
- Due this month: Tasks due within 30 days
- Overdue: Past due date
- No due date: Tasks without deadlines
- Custom range: Specific date range
Combining Filters
Apply multiple filters together: Example combinations:- “My tasks” + “In Progress” = Your active work
- “Urgent” + “Unassigned” = Critical tasks needing owners
- “Due this week” + “To Do” = Upcoming work to start
Sorting Tasks
Change the order tasks appear in list and table views.Sort Options
| Sort by | Description |
|---|---|
| Priority | Urgent → Low or Low → Urgent |
| Due date | Soonest → Latest or Latest → Soonest |
| Created | Newest → Oldest or Oldest → Newest |
| Updated | Recently updated first |
| Title | Alphabetical A-Z or Z-A |
| Status | By workflow stage |
How to Sort
In List View:- Click any column header to sort
- Click again to reverse order
- Arrow indicates sort direction
- Click column headers
- Or use the sort menu for more options
Saved Views
Save your filter and sort combinations for quick access.Creating a Saved View
1
Set up your filters
Apply the filters and sorting you want to save.
2
Click Save View
Click the save icon or “Save current view.”
3
Name your view
Give it a descriptive name like “My Urgent Tasks” or “This Sprint.”
4
Save
The view appears in your view list.
Using Saved Views
- Click the view name in the dropdown
- All your filters and sort options are applied instantly
- Great for views you use daily
Managing Saved Views
- Edit: Update filters and re-save
- Rename: Change the view name
- Delete: Remove views you no longer need
Cross-Project Views
See tasks across multiple projects:Workspace Task View
Access from the main navigation to see:- All tasks you’re assigned to
- Tasks across all your projects
- Filtered by workspace
My Tasks
Your personal task list showing:- Every task assigned to you
- Organized by project
- Sortable and filterable
View Customization
Column Configuration (Table View)
Choose which columns to display:- Click the column settings icon
- Check/uncheck columns to show/hide
- Drag to reorder columns
- Save your configuration
- Title
- Status
- Priority
- Assignee
- Due Date
- Created Date
- Updated Date
- Task ID
Compact vs. Comfortable
Some views offer density options:- Compact: More tasks visible, less detail
- Comfortable: More spacing, easier to read
- Default: Balanced view
View Tips and Tricks
Start with 'My Tasks'
Start with 'My Tasks'
Begin your day by filtering to your assigned tasks. This gives you a clear picture of your workload.
Use Kanban for status tracking
Use Kanban for status tracking
The Kanban board makes status changes visual and intuitive. Great for team visibility.
Table view for bulk operations
Table view for bulk operations
When you need to update many tasks at once, table view with checkboxes is the fastest.
Save common filter combinations
Save common filter combinations
If you frequently check the same filtered view, save it for one-click access.
Filter out Done tasks
Filter out Done tasks
Hide completed tasks to focus on active work. Include Done when you need to review completed items.
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Switch to List view | 1 |
| Switch to Kanban view | 2 |
| Switch to Table view | 3 |
| Clear filters | Esc |
| Search tasks | Cmd/Ctrl + F |
Best Practices
Choose the right view for the task
Choose the right view for the task
- Planning: List or Table view
- Daily work: Kanban or My Tasks
- Reporting: Table view with exports
Keep default view clean
Keep default view clean
Set your default view to show relevant, active work. Hide done tasks and archive completed work.
Use filters, not manual scanning
Use filters, not manual scanning
With many tasks, filtering is faster and more reliable than scrolling through everything.
Review task views regularly
Review task views regularly
As projects evolve, update your saved views to match current needs.