The tasks list can be limited by project, status and priority. You can show or hide columns yourself. A click on a column heading sorts the list. Search finds tasks and projects. Download exports the current filter as a spreadsheet.
Filters keep the open list readable. With Columns you choose which fields appear in the table, for example due date or author. Your choice is stored for your user account. Sorting is stored the same way: without your own sorting the list uses due date ascending, and tasks without a date stay at the end. Search finds a task or project by name. Download returns the filtered rows and every column you could enable under Columns, including columns currently hidden in the list.
How the open list is built: Tasks overview.
Open Tasks. Filters sit on the list. Columns is the small icon at the top right of the tasks list. Download is in the header. Download appears once at least one task exists.
Search is the search field in the app header. It finds tasks and projects.
| Option | What it does |
|---|---|
| Project | One project or all projects you may see. |
| Status | Workflow labels of the statuses in your projects. |
| Priority | Highest, High, Medium, Low, Lowest. |
| Columns | Which fields appear in the tasks list. The choice applies only to you. The download always includes every selectable column. |
| Sorting | Click a column heading. The sorting applies only to you and is still there on the next visit. Without your own sorting: due date ascending, tasks without a date at the end. |
| Download | Spreadsheet of the current filter with every column available under Columns. |
The export contains tasks you already see on the list. Creating new rows still needs a writable project. See Creating and editing tasks.
The header shows Download only when at least one task exists.
Reset or widen the filters. The export follows the list, not the whole company.
Try the project name. Search covers tasks and projects, not comment text.
Open Columns and enable the field. The default view does not show every field from the task details.
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