The new Tasks page provides the same table experience available across the other tables in the app, including infinite scroll, table search, customizable columns, filters, and export.
The tasks tab is a great place to zoom in and focus on your work on a task basis vs. project basis. Here's some quick tips for navigating the tasks tab!
To search on the tasks tab, use the search bar in the upper left hand corner of the table.
There are quick filters for both Task Assignee (drop down) and a few common time frames. Open up the drop down menu to change your selection or click a different time frame to reload the table with the new criteria!
To edit tasks, select the tasks you want to edit with the square check mark box in the column all the way to the left of the table. After you've selected at least one task, the edit button will become clickable and you can edit the selected tasks to update the due date or task assignee.
To add or remove columns to your task table, click the Add Columns button, make your selections and then hit Update columns.
The columns you can add to your tasks table are: task due date, task assignee, task status, associated project name, client name, task budgeted time, project label, project due date, project assignee and project status.
You can also drag and drop the columns to rearrange your view!
To filter your task table, hit the Filters button, open up the filter you'd like to apply, make your selection and then hit Update filters. You will also see the filters you have currently selected inside of the Filters menu.
Hit the Export button on the right hand side to export your current table results to excel.
To mark a task off as complete, click the circular bubble next to the task name. If you wish to open up a task to change the status, leave a comment or view/update the checklist, click the name of the task and the task sidebar menu will open and you can update from there!
To navigate to the associated project, make sure you have the associated project name column on the table and then click the name of the project to be taken to the project page.