Overview & background
The Tasks tab allows you to manage and keep track of every task on your project. There are four views and one filtering option to organize how you view tasks.
You can access the Tasks tab by selecting 'Tasks' in the upper half of the black bar on the left side of the screen on the web. Then, you can select 'My Tasks', 'All Tasks', and 'Watched Tasks' or view the tasks by category when you select the individual category.
The Kanban Board
Tasks are grouped under their status. If your project does not leverage custom task statuses or is on basic, the default task status columns (Priority 1, 2, 3, Completed, and Verified) will group your tasks.
Overdue: Tasks that are past their end date that have not been marked 'Complete' or 'Verified'.
Due Today: Tasks that have an end date of today that have not been marked as 'Complete' or 'Verified'.
In Progress: Tasks that have not been marked as 'Complete' or 'Verified', where today is in-between the Start and End dates.
Note: The color of the task pins will turn red when the tasks are due today or overdue, however, this will not affect the priority of the task.
If your project is on Pro or Business and does utilize Custom Task Statuses, the denominated status names will appear on the kanban board:
Project Admins can access the "Manage Status" modal directly from the kanban board, they’ll just select the gear icon to the right of the status name:
Task view features
Below are the task view features
|Import tasks||You can import tasks using a CSV template|
|Generate reports||Premium plan customers can export Task data|
|Actions tab||Admins can select task(s) and then Complete tasks, Verify tasks (or re-open them), Batch edit tasks, Duplicate tasks, Manage task tags, Add a checklist, Move multiple tasks onto a plan, or Delete multiple tasks|
|Sort tasks||Sort tasks by a Plan, Assignee, Task #, Start and End Date, and Last modified|
|Filter tasks||You can view only the tasks that fit the filtering criteria you select|
When more than one task is selected on the Kanban Board, the 'Actions' option appears. Here you have the options to Batch edit, add and remove tags, add a checklist template, and relate existing tasks.
You can also move tasks into a completed or verified status, if the project does not leverage Custom Task Statuses. If the project does use Custom Task statuses, you can move a task into a 'Tracked' or 'Verified' status. Custom Task Statuses follow an ‘Open’ to ‘Tracked’ to ‘Verifiied’ workflow. Read more about creating custom task statuses in this article: Custom Task Statuses.
|The project does not use Custom Task Statuses:||The project does use Custom Task Statuses:|
Note: Once the task has been deleted, the contingent task number is also deleted. Even if you recreate the deleted task through the task importer, the task number of the new task will not match with the task number on the deleted task.
You can click the blue 'calendar' icon on the upper right to access the Calendar view
For more information about the Calendar view, click here!
You can click the blue 'Gantt' icon on the upper right to access the Gantt view
For more information about the Gantt view, click here!
You can click the blue 'Analytics' icon on the upper right to access the Analytics view
For more information about the Analytics view, click here!
Video Tutorial on Managing Tasks
Video Tutorial on Managing Tasks