What is the tasks tab and what task views are available?

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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 right side of the screen on the web. Then, you can select 'My Tasks', 'All Tasks' or view the tasks by category when you select the individual category.

 

How to view the Tasks tab

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Default Task tab view

 

This is what the Task tab view looks like

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Task view features 

 

Below are the task view features

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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 You can view tasks according to variables like Assignee, Task #, Start and End date, and Last modified
Filter tasks  You can view only the tasks that fit the filtering criteria you select

 

 

Actions tab

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Calendar view

 

You can click the blue 'calendar' icon on the upper right to access the Calendar view Calendar_view.png

 

For more information about the Calendar view, click here!

 

Gantt view

 

You can click the blue 'Gantt' icon on the upper right to access the Gantt view 

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For more information about the Gantt view, click here!

 

 

Analytics view 

 

You can click the blue 'Analytics' icon on the upper right to access the Analytics view 

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For more information about the Analytics view, click here

 

More information

 

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