Skip to main content

Organizing your tasks

Organize your tasks for to optimize your daily workflow.

Updated over 3 weeks ago

The Tasks page includes several features to help you organize and manage your work efficiently.

Accessing your assigned tasks

To view and manage your assigned tasks and subtasks by navigating to the Tasks page and clicking the 'My Tasks' tab:

If there are no tasks or subtasks assigned to you, the following view will appear:

Click on the ‘Add Tasks’ button to access your full task list and delegate tasks to teammates as needed.

Once a task has been assigned, it will then reflect under the ‘My Tasks’ page:

On this page, you can view your tasks, create new entries, update task details, and mark tasks as completed.

Tasks page view options

There are three views available on the Tasks page: the 'List View', the 'Board View' and the 'Workload View'.

To change your view, click on the 'List View', 'Board view' or 'Workload View' option in the top righthand corner of the Tasks page:

This will toggle your view of your tasks to suit your preference.

My tasks page view options

There are two views available on the My Tasks page: the 'List View' and the 'Calendar View'.

The 'Calendar View' allows you to view your tasks at a glance month over month. You can drag the start and end dates of the task to change the dates associated with the task:

Within this view, you have the option to 'Show Weekends' or 'Hide Weekends' depending on your preference:

Manually reordering your tasks

Under the 'List View' and 'Board View' of your Tasks page, you have the ability to manually reorder your tasks.

To do so, ensure that your 'Sort By' filter reflects 'None':

Next, when you hover over a task, you'll see a reordering icon on the lefthand side of the task:

Now you can drag and drop your task into your preferred placement on your task list.

You have the option to do so under the 'Board View' as well. Simply select a task and drag and drop it into your preferred placement.

Setting and customizing fields

Within the 'List View' of your tasks, you have the ability to set your field preferences or customize the fields that appear as your columns.

To do so, simply select the 3 dots (...) in the top righthand corner column > here you can select or de-select the fields you'd like to have appear as columns in your Task list:

Additionally, you have the ability to customize your own fields. To do so, select the 'Custom Fields' button at the bottom of the 'fields' list:

Next, you'll see a 'Custom Fields' pop up appear. Depending on what type of information you're looking to display, you have the option to create a text, number, date or URL field:

Once you have chosen your custom field, you'll be required to add a title for that field (ex. 'Additional Text Field').

Once you have added this and saved it, it will appear within the list of fields to choose from:

Once complete, the custom field you created will appear as its own column:

Task lists

Task lists allows you to group your tasks into different categories of lists.

To do so, navigate to Tasks, select your task and in the righthand panel you'll see 'Task List':

If you haven't created a task list before, you'll be prompted to type in a new list:

If you have already created a task list previously, you will see them listed in the dropdown:

With that, you can organize your task lists under your project. By selecting 'list view' and selecting the filter option 'Group' > and selecting 'Task List':

This will allow you to organize your project's 'Tasks' page by task list:

This is particularly useful in cases where you have tasks across different types of work or if you're splitting up tasks across phases of your project.

In the event you'd like to further manage your task lists, you can do so by navigating to the project's 'Settings' page:

Next, scroll down to 'Task Lists'. Here you can re-arrange the order of your list and add, edit or delete any task lists:

These are managed on a project-by-project basis, so each project can have it's own set of task lists.

Lastly, if you want to create a new task via a template, you'll have the option to associate the new task with a Task List:

Did this answer your question?