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
Default Task tab view
This is what the Task tab view looks like
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||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|
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!