Task Views and Boards
Review tasks in the layout that fits the work.
Task views help you switch between planning, execution, and review without changing the underlying tasks.
Use the Table View
Use the table view when you need to scan many tasks, compare fields, sort, filter, or update records in a structured list.
The table view is useful for operations work, backlog cleanup, overdue task review, and bulk status checks.
Before bulk cleanup, filter the table to the exact project, assignee, due date, or status you intend to change. Scan the visible rows before taking action.
Use the Board View
Use the board view when you want to manage tasks by status. Tasks are grouped by status, and you can move a task to another status as work progresses.
The board is best for weekly planning, team standups, and visual project tracking.
Move cards only when the status truly changed. If a task is blocked, update the task or dependency instead of dragging it forward to make the board look clean.
During standups, use the board to decide what changed since the last review. Open the task detail when the card title is not enough to explain the next action, blocker, owner, or due date.
Use the List or Grouped View
Use grouped task lists when you want tasks organized by a shared field such as status, priority, project, assignee, or due date.
Grouped views are helpful when you need to answer questions like “What is assigned to each person?” or “Which high-priority tasks are still open?”.
Use the Calendar View
Use the calendar view when due dates are the most important part of the work. Tasks without due dates will not be as useful in this view, so add due dates to time-sensitive work.
Use calendar view to find date conflicts and overloaded days. If a task does not need a real deadline, avoid adding an artificial due date only to make it appear on the calendar.
Save Useful Views
When you use the same filters often, save the view so you can return to it later. Examples include:
- My open tasks
- Due this week
- Overdue tasks
- High priority
- Unassigned tasks
- Tasks by project
Name saved views after the routine they support, such as Weekly delivery review or My overdue tasks. This helps teammates choose the right view without
opening each one.
Choose Views By Job
- Use table view for cleanup and bulk review.
- Use board view for status movement and standups.
- Use grouped view for workload review by person, project, or priority.
- Use calendar view for deadline planning.
Do not make every teammate use the same view. Save role-specific views for managers, assignees, project owners, and operations reviewers.
Bulk Work From Views
Views are useful starting points for bulk work. Filter to the exact set first, then update assignee, status, priority, due date, or project only after scanning the visible rows.
If the table includes work from multiple projects or customers, avoid broad bulk changes unless the review goal is explicitly cross-project cleanup.
Review Board Accuracy
Before relying on a board:
- confirm every task has the right status
- move completed work out of active columns
- add due dates to time-sensitive tasks
- filter out archived or irrelevant projects
- check unassigned work before planning the week
After a planning meeting, refresh the view and confirm task counts changed as expected. If old tasks keep returning, clean the underlying status, project, or archive settings instead of only changing the view.