Tasks
The Tasks page is a single, unified view of every task you can act on across the Workspace β project tasks, process (approval) tasks, and standalone tasks β with type scoping, status tabs, filters, and a switch between table and board layouts.
Getting Here
Navigate to Workspace β Tasks.
Page Layout
Summary Counters
Four counters sit at the top of the page and update with the selected type scope:
- My Tasks β your active tasks
- For Review β tasks awaiting review or approval
- Overdue β active tasks past their due date
- Completed β done tasks
Type Scope
A row of scope buttons narrows which kinds of tasks are shown:
- All
- Project Tasks
- Process Tasks
- Standalone
- Done
Selecting Done switches the view to completed tasks; selecting any other scope returns you to the active set.
Status Tabs
Within the chosen type scope, tasks are grouped under these tabs (each shows a count badge when it has items):
- Tasks β your active tasks (approval tasks are excluded here; they appear under Review)
- Review β tasks for review, including process approval tasks
- Paused β paused tasks
- Assigned β tasks assigned to you
- Collaborate β tasks you collaborate on
- Archived β archived tasks (restore or permanently delete from here)
Filters
A filter bar lets you refine the visible tasks:
- Search β searches task title, project name, project code, and assignee name
- Assignee β filter by the person a task is assigned to
- Priority β filter by priority level
- Status β filter by status (board lane)
- Due Date β one of: All Dates, Overdue, Due Today, Due This Week, Due Next Week, No Due Date
- Project β filter by project (shown only when project tasks are present; supports typing to search)
When one or more filters are active, a Clear button (with a count) appears to reset them all at once.
Views
A view toggle on the filter bar switches between two layouts:
- Table view β columnar list (the default)
- Board view β Kanban board grouped by status (see Board View for the full guide to columns, dragging, and project board settings)
Table Columns
The table shows these columns, plus context-specific columns depending on the active tab:
- Title
- Project β project code or name
- Status β status chip
- Priority β priority chip
- Assignee β avatar and name
- Due Date β highlighted when overdue or due soon
- Age β how long since the task was created
- Completed β completion date (Done tab only)
- Submitted By β task creator (Review tab only)
- Reason and Paused For β pause reason and pause duration (Paused tab only)
Rows can be dragged to reorder them, and the new order is saved automatically.
Actions
Open a Task
Click any row to open the task detail dialog.
Row Actions (right-click menu)
Right-click a task row to open its menu. Which actions appear depends on your relationship to the task:
- View Details β open the task detail dialog
- Open in New Tab β open the task on its own page
- Mark as Done β move the task to the Done status (hidden when already done)
- Mark In Progress β move the task to the In Progress status (hidden when already in progress)
- Move to Backlog β move the task to the Backlog status (hidden when already in backlog)
- Pause Task / Resume Task β pause until tomorrow, or resume a paused task
- Archive β archive the task (available to the creator of a normal task)
- Delete β remove the task (available when you can neither archive it nor are only an assignee)
Archived Tasks
Open the Archived tab to see archived tasks. From there you can:
- Restore β return the task to the active set
- Delete β permanently delete the task (a confirmation is required)
Common Tasks
Find a Specific Task
- Navigate to Workspace β Tasks.
- Type a keyword into the Search box (matches title, project, and assignee).
- Or apply the Assignee, Priority, Status, Due Date, or Project filters.
View Only Project Tasks
- Click the Project Tasks scope button.
- Optionally pick a project from the Project filter.
Review Tasks Awaiting Approval
- Open the Review tab.
- Click a task to open its detail dialog and act on it.
Mark a Task as Done
- Right-click the task row.
- Choose Mark as Done.
Pause or Resume a Task
- Right-click the task row.
- Choose Pause Task (pauses until tomorrow) or Resume Task.
Related Pages
- Task Dashboard β overview statistics
- My Task β your personal tasks
- Approval Task β tasks requiring approval
π‘ Note: This page consolidates project, process, and standalone tasks into one Workspace view. Use the type scope, status tabs, and filters together to focus on exactly the work you need.
How It Connects
Gets its data from
- Project Details β tasks planned inside a project appear here as Project tasks.
- Processes β the steps of running processes appear here as Process tasks.
- Engagements β ad-hoc tasks created on an engagement appear here too.
Feeds into
- Board View β switch the same tasks between table and board.
- Dashboard β completed and overdue tasks feed the workspace dashboard counters.
- Timeline β the same tasksβ dates are plotted on the cross-project Timeline.