Tasks

Tasks are the pieces of work your team needs to do, each with assignees, dates, a priority and a project. The Tasks page shows every task you can see, across all projects.

Find the tasks you needCopy Anchor Link

1. Open Productivity › Tasks.
2. Choose a view with the icons next to the Tasks title: List, Board, Calendar or Timeline.
3. Select Filter and choose Assigned to me or Hide done tasks, or filter by status, assignee, priority, project or due date.
4. Type in Search tasks to find a task by title.
5. Select a task to open it in the drawer on the right.

You're done when the list shows just the work you want to look at. Select Clear filters to start again.

The four viewsCopy Anchor Link

• List: rows grouped by status, with assignee, due date, priority and project. Use Group and Sort to arrange them.
• Board: a column per status. Drag a card to move work forward. Use Card layout for compact or detailed cards.
• Calendar: tasks on their due dates, by month, week or day. Tasks without a due date don't appear.
• Timeline: tasks as bars from start to due date, grouped by project, assignee or status. Drag a bar to move its dates, or its ends to change its length.

Each project has the same views on its own List, Board, Timeline and Calendar tabs, showing only that project's tasks.

Update many tasks quicklyCopy Anchor Link

• Edit in the row: in List, select the assignee, due date, priority or project cell to change it. Select the circle at the start of a row to mark the task complete.
• Drag between groups: group the list by the field you want to change, then drag tasks across. In a list grouped by assignee, dragging a task into Pam's group assigns it to Pam.
• Set your own order: with Sort set to Manual order, drag rows up or down. Everyone sees the same order.

If a change can't be saved, Agiled tells you and puts the task back.

Good to knowCopy Anchor Link

• The Assignee filter matches a task if any of its assignees is selected. Unassigned shows tasks with nobody on them.
• New workspaces use the statuses Pending, In progress, Completed and Deferred.
• Reordering and dragging need permission to manage tasks.
• To reorder with the keyboard, Tab to a row's Reorder task handle, press Space, move it with the arrow keys and press Space again.

RelatedCopy Anchor Link

• Create tasks
• Work on a task