Use task views, filters, grouping, and bulk actions

Use this page to change the task list. You can view work in a new way. You can filter or sort it. You can also update several tasks at once. These tools do not change saved work until you use an update action.

Choose what you want to do

Change the board view
Find dated work on the calendar
Filter tasks
Group or sort a board
Update several tasks

Before you start

Open My Tasks for assigned work across accounts.
Open a client task board to manage its sections, views, and client access.
You can select up to 100 tasks for one bulk action.

Choose a board view

A board can show these views when they are enabled:

Overview: the board brief, current status, milestones, and status history.
Table: task rows with scannable details.
Board: Kanban columns based on saved sections or another grouping.
Date: Month, Week, Day, or Agenda calendar layouts.

Date must be on for the board. If a view is missing, ask an eligible team member to check the board's view menu. Removing a view hides its tab. It keeps the saved content.

Team members can use the view menu to add a view, move view tabs, set a default, or hide a board view from clients. A board needs at least one view. It also needs one view that clients can see. The default view must be one that clients can see.

Find the task calendar

Open a board and choose Date. Then choose Month, Week, Day, or Agenda.

Only tasks with a date appear on the calendar. Repeating tasks can show there. Calendar drag cannot change their due date. My Tasks also has a calendar for assigned and private work. Inbox is a notification feed, not a task layout.

Filter tasks

Open Filter and add one or more rules. Current account-board filter fields include:

completion status;
assignee;
due date;
priority;
tags;
task type and kind;
service;
attachments; and
comments.

Use Just my tasks for work assigned to you. Task search matches titles. It does not search descriptions, comments, or attachment text.

If a result is missing, clear search and filters before changing the task.

An inline draft stays visible while you type, even when it does not match the current filters. If the saved task becomes hidden by those filters, the success notice links to the new task.

Group and sort a board

Table and Board can group tasks by section, due date, assignee, tags, or priority. A task can have more than one tag. It can show in more than one tag group.

Due date, assignee, tag, and priority groups use an automatic order. You can drag to reorder sections instead.

Your filter, sort, and group changes stay while you work. Save them to use them again. Team members can save a personal view or a team default. Clients see the team default. They cannot save a personal board view.

Update several tasks

Select task checkboxes. The action bar shows what you can do with those tasks. Before you archive, delete, or change client access, check the selected rows. Those actions change saved work for people who can access it. You may be able to:

complete selected tasks;
move selected tasks to another section;
change client visibility or edit access;
archive tasks; and
delete tasks.

On My Tasks, group completion checks task links first. Ready tasks finish in the right order. Blocked tasks stay open and selected. You can review them. Completing a repeating task creates its next task.

Clients have fewer group actions. They cannot change client access rules.

What your client sees

Clients see only views shared with clients. They see only tasks allowed by board, section, task, and parent task rules. Filters do not show hidden work.

Fix a common problem

A view is missing: it may be off, hidden from clients, or not available in the workspace.

A task is not on Date: add a valid due date and clear filters. The task must also be visible in the current board.

An action skipped a task: it may be blocked, read-only, or not supported by that action. The task stays selected. Review it, then choose the next step.