When looking at a list of Tasks, the default view is called the Detail View. With this view, you can quickly see important information about each Task.
How do I see the Task Detail View?
- Click the Tasks tab from the left navigation menu.
Navigating the Detail View
The list of Tasks - Along the left side of the screen is a list of Tasks which meet the criteria for your filters (see below for more information).
Basic information about each Task is listed here, including the title, status, key dates, and key people.
For more information on any Task, click it. This will open the Task on the right side of the screen, allowing you to see all of its information.
Task Page - By clicking any Task in the list of Tasks, you open the Task's own page. This page lists all the Task's information, including its details, comments, team, and timeline.
The quick filter - The quick filter is the blue bar at the top of the list of Tasks that, by default, reads “My Tasks - All.” Click this bar to open a drop-down menu of various common filters.
Hovering over any of those options will open a secondary drop-down menu, which you can use to further filter by:
- Status of the Task
- Your relationship to the Task
Advanced options - Clicking next to the list’s search bar will open the advanced options.
Click to further filter the list of Tasks. For more information on how to use the filters, check out this support page.
Click to open the Task List View. That view shows a detailed grid of key information for each Task.
Click to export the list of Tasks. You can specify whether you want to export the list as a PDF document or as an Excel spreadsheet.