Overview
The Tasks page shows all tasks across projects in a spreadsheet‑style layout. It’s perfect for sorting, exporting, and performing row‑level actions.
Steps
Navigate to Work → Tasks.
Use the top filters to narrow down:
Duration or Start Date To End Date
Status dropdown (e.g., To Do, Doing, Completed)
Toggle Hide Completed Task on/off
Search by keyword in the Start typing to search box.
Click + Add Task, My Tasks, or Export as needed.
To perform actions on a task row, click the Action (⋮) icon and choose View, Edit, Duplicate, Pin, or Delete.
Adjust pagination with Show [10] entries and the Previous/Next buttons.
Switch between List, Task Board, Calendar, or Pinned‑Task views via the icons on the right.
Tips & Best Practices
Pin high‑priority tasks for quick access in the Pinned view.
Export filtered lists to CSV/Excel for offline reporting.
Use the My Tasks shortcut to focus only on tasks assigned to you.
Troubleshooting / FAQs
Action menu missing: Ensure you have the required “View Tasks” and “Delete Tasks” permissions.
Export button disabled: Check that your role includes “Export Tasks” rights.
Filters not applying: Clear all filters, then reapply one at a time to isolate the issue.