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Manage project tasks

Use the unified tasks page to view, filter and organise all tasks in your project across list, board, timeline and workload views.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified tasks page​

Navigate to the Tasks section of your project to open the unified tasks page, where all project tasks are listed.

Open the unified tasks page

Step 2: Switch between task views​

Use the view switcher to change between list, board, timeline and workload views, depending on how you want to review your tasks.

Switch between task views

Step 3: Apply filters and presets​

Use the filter bar to refine tasks by assignee, status, dates or other criteria, and choose a preset such as all tasks or other saved filters.

Apply filters and presets

Step 4: Sort the task list​

Adjust the sort options to order tasks by fields such as last updated so the most relevant work appears at the top.

Sort the task list

Step 5: Select tasks for bulk actions​

Select one or more tasks in the list or board to enable bulk actions such as changing status or deleting tasks.

Select tasks for bulk actions

Step 6: Change status for multiple tasks​

Use the bulk status change option to update the status of all selected tasks in one action.

Change status for multiple tasks

Step 7: Request bulk deletion of tasks​

Use the bulk delete option to request deletion of the selected tasks and confirm the action in the confirmation dialogue.

Request bulk deletion of tasks

Step 8: View task details in split view​

Select a task from any view to open its details in the split view panel for deeper inspection without leaving the page.

View task details in split view

Step 9: Create a new task quickly​

Use the quick add area to capture a new task with minimal fields so it appears immediately in your current view.

Create a new task quickly

Step 10: Open the full add task dialogue​

Use the Add task button to open the full task creation dialogue where you can set type, priority, assignee and other details.

Open the full add task dialogue

Step 11: Explore task templates​

Open the templates catalogue to browse available task templates suited to common workflows in your project.

Explore task templates

Step 12: Create a task from a template​

Select a template and use the create from template dialogue to generate a new task prefilled with the template details.

Create a task from a template

Step 13: Manage and use saved views​

Open the saved views manager to save your current filters and view mode or switch between existing saved views.

Manage and use saved views

Use a direct task URL to open the unified tasks page with the specified task preselected in the details panel.

Open a task via deep link

Last updated: 2026-08-23