The Task List displays all assigned tasks, organized by due date. Tasks can be viewed by status, including overdue, due today, later this week, scheduled for the future, or without a due date.
Admin users also have access to view tasks assigned to other team members.
The Task List can be accessed by clicking the Tasks button at the top of the client list.
Task list features
From the task list,
filter any column on the table, including client name, task type, or task status
update the statuses for tasks
save task list views for later
delete tasks in bulk
Filter for priority tasks
Filter for tasks marked with a star for priority. Then, choose to filter by client, due date, etc in order to narrow down the results.
Filter for unassigned tasks
If tasks are not assigned, choose the Unassigned option in the Assignee picker and add an assignee.
Task views
Common task lists can be saved as custom Task Views for quick access.
Bulk updating tasks (status / assignee / section)
The task list allows folks to update tasks' status, assignees, and sections in bulk. This is a great tool if a user would like to move a particular set of tasks to a new status, or a new section, as well as assign multiple tasks to a user at once.
Deleting tasks in bulk
From the bulk editor, users can also delete tasks in bulk by selecting the tasks, then choosing "Delete selected tasks." Tasks cannot be restored after being deleted.
