Task Views

Team Tasks provides two powerful views for managing your team’s work: the Kanban Board (default) and the List View. Both views offer filtering, sorting, and saved views to help you focus on what matters.

Accessing Team Tasks

Click on a team in the Your teams sidebar section to open the team’s task view.

Page Header

The team task header provides essential controls:

Element	Description
Team Name	Current team displayed
Create Button	Quick task creation using workflow defaults
Workflow Tabs	Switch between workflows (if team has multiple)
Saved Views	Access saved filter combinations
View Toggle	Switch between Board and List views
Search	Find tasks by title or description

Workflow Tabs

When a team has multiple workflows, tabs appear to let you switch between them.

Each tab displays:

• Workflow name
• Task count badge (non-archived tasks in that workflow)

Click a tab to view tasks for that workflow. The task count helps you understand workload distribution.

Note

Switching workflows resets filters and saved view selections to ensure you see the full workflow context.

Kanban Board

The Kanban board is the default view for Team Tasks, providing a visual representation of task progress.

Column Options

Choose how to organize columns using the view configuration:

Column By	Description
Status	Group by workflow status (default)
Assignee	Group by assigned user
Priority	Group by priority level
Team	Group by team
Task Type	Group by task type

Row Grouping

Add a second dimension by grouping rows:

Row By	Description
None	Single row of columns (default)
Assignee	Separate rows per user
Status	Separate rows per status
Priority	Separate rows per priority
Team	Separate rows per team
Organization	Separate rows per organization
Task Type	Separate rows per task type

Drag and Drop

Drag tasks between columns to update their column value (status, assignee, etc.).

Changes are saved automatically with optimistic updates for a responsive experience.

Board Options

Option	Description
Show Empty Columns	Display columns with no tasks
Show Empty Rows	Display rows with no tasks (when row grouping enabled)
Sorting	Sort tasks within columns

Sorting Options

Sort tasks within columns by:

Sort By	Description
Priority	High to low priority (default)
Priority (Low to High)	Low to high priority
Title	Alphabetical order
Due Date	Nearest due date first
Created Date	Newest first
Updated Date	Recently updated first
Completed Date	Recently completed first
Estimated Hours	By time estimate
Task Number	By task number
Assignee	Alphabetical by assignee name

List View

Switch to list view for a more compact, grouped representation of tasks.

Grouping

Organize tasks with primary and optional secondary grouping:

Grouping Option	Description
None	Flat list with no grouping
Assignee	Group by assigned user
Status	Group by workflow status
Priority	Group by priority level
Team	Group by team
Organization	Group by organization
Task Type	Group by task type

Sub-Grouping

Add a secondary grouping level within each primary group.

List Options

Option	Description
Show Empty Groups	Display groups with no tasks
Show Empty Sub-Groups	Display sub-groups with no tasks
Sorting	Sort tasks within groups

Sorting options are the same as the Kanban board.

Filtering Tasks

Click Filters to narrow down the task list using multiple criteria.

Available Filters

Filter	Description
Assignee	Filter by assigned user (team members)
Due Date	Filter by due date range
Labels	Filter by task labels
Organization	Filter by associated organization
Priority	Filter by priority level
Status	Filter by workflow status
Task Type	Filter by task type

Applying Filters

1. Click the Filters button
2. Select a filter type
3. Choose the operator (is, is not, contains, etc.)
4. Select values
5. Add additional filters as needed

Filters are combined with AND logic - tasks must match all filters to appear.

Tip

Filters are workflow-specific. Status and Task Type filters show options relevant to the current workflow.

Search

Use the search box to find tasks by title or description.

Search is performed across:

• Task title
• Task description

Results update in real-time as you type.

Saved Views

Save filter and configuration combinations for quick access.

Creating a Saved View

1. Configure filters, grouping, and sorting
2. Click the saved views dropdown
3. Select Save current view
4. Enter a name for the view
5. Optionally set as default

Using Saved Views

• Click a saved view name to apply it
• The view restores all filters, grouping, sorting, and display options
• Default views load automatically when you open the team

Managing Saved Views

• Edit - Modify view settings
• Set as Default - Auto-apply when opening the team
• Delete - Remove the saved view

Note

Saved views are specific to each team and workflow combination.

Creating Tasks

Click the Create button (pencil icon) next to the team name to create a new task.

Workflow Defaults

Tasks created from team views inherit defaults from the workflow configuration:

Default	Description
Title	Pre-populated title (if configured)
Description	Pre-populated description (if configured)
Checklist	Default checklist items (if configured)
Task Type	Workflow’s associated task type
Status	Initial status from workflow

These defaults help standardize task creation within workflows.

Task Editor

The task editor opens as a slide-out panel with:

• Core fields (title, description, priority, etc.)
• Task type-specific fields
• Checklist management
• Entity linking

Task Card

Each task displays as a card showing key information:

Card elements:

• Task title
• Task number (Team Identifier + Number, e.g., “ENG-123”)
• Priority indicator (color-coded)
• Status badge
• Assignee avatar
• Due date
• Labels
• Checklist progress bar (if applicable)
• Attachment count (if applicable)

Viewing Task Details

Click on any task to open the detail view.

The detail view includes:

• Header with breadcrumb navigation (Team > Workflow > Task Number)
• Properties sidebar with inline editing
• Plugin content for entity-specific displays
• Checklist section (if applicable)
• Attachments section (if applicable)
• Activity feed with comments and history

Properties Sidebar

Edit task properties directly from the detail view:

Property	Description
Status	Current workflow status
Priority	Urgency level
Assignee	Assigned team member
Due Date	Task deadline
Estimated Hours	Time estimate
Organization	Associated organization
Labels	Applied labels
Created By	Task creator
Created Date	Creation timestamp

Tip

For complete documentation on task details, comments, attachments, and activity, see Viewing Task Details.

Best Practices

Organizing Your Board

• Use Status columns for workflow-based teams
• Add Assignee row grouping to see workload distribution
• Enable Show Empty Columns to see the full workflow
• Sort by Priority to focus on urgent work

Effective Filtering

• Save frequently used filter combinations
• Use Assignee filter for personal task lists
• Combine Due Date and Priority for deadline management
• Filter by Organization for client-specific work

Workflow Management

• Review each workflow tab regularly
• Use task counts to balance workload
• Keep tasks moving through statuses
• Archive completed tasks to maintain clean boards

Troubleshooting

Tasks not appearing

• Check current filters (clear filters to see all)
• Verify you’re viewing the correct workflow tab
• Ensure tasks are not archived
• Confirm you have access to the team

Cannot create tasks

• Verify the workflow has an associated task type
• Check you have permission to create tasks in the team
• Ensure the workflow is active

Saved view not loading

• Check if the view still exists
• Verify the workflow is still active
• Clear filters and recreate the view if needed

Drag and drop not working

• Ensure you have edit permissions
• Check if the target status/column accepts tasks
• Verify network connectivity for sync