Selecting the ‘Tasks’ icon in the main feature area panel will change the display to show the user’s tasks.
‘Tasks’ page main elements #
The ‘Tasks’ page is made up of three subordinate panels:
Tasks action pane #
This panel includes action buttons that allow users to add new tasks or filter the list of tasks shown in the data area.
Tasks toolbar #
The tasks toolbar includes a set of toolbars that allow a user to change the view mode, filter the task list, add new tasks, and update multiple tasks.
The leftmost toolbar provides a set of buttons for changing the task view mode, configuring the view display, or saving the current view as a custom view.
The second toolbar provides two buttons for adding a new task, or adding multiple tasks through a bulk add action.
The third tool supports filtering options, including the saving of a named filter for later reuse.
The rightmost toolbar is used to control the selection of multiple tasks for updating attribute values across all the selected tasks.1
Tasks data area #
The tasks data area is where the list of tasks is displayed. The presentation mode will vary according to the active view mode.
Available task views #
The Tasks page provides six different view modes for how tasks may be displayed: including:
- List: shows a single-column paging list of tasks
- Day: This view shows all scheduled tasks for the current date in a single column. It includes a date navigator for changing the date forward and backwards.
- Week: This view shows all scheduled tasks for a given week, with a separate column for each day. It includes a weekly navigator toolbar for changing the date forwards and backwards.
- Month: This shows all scheduled tasks for a given month, with a matrix view of seven daily columns and a row for each week. The view includes a monthly navigator for changing the date forward and backwards.
- Kanban: This view shows a set of columns to group tasks by their task state. By default, there are four columns for ‘To do’, ‘on hold’, ‘In progress’ and ‘Completed’.
- Horizons: This view provides a columnar grouping of tasks based on a set of time horizons. This can be by week, month or a custom set of time horizons. This view is particularly relevant for users when planning task assignments
- Rolling day: This view provides a scrolling single-column view of tasks grouped by scheduled date.
When the ‘Tasks’ page is chosen, it displays tasks in the ‘List’ mode by default. This default can be changed by saving a custom view and making that custom view the default display mode.