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Review and manage your task list

Use the task list view to filter, sort and select tasks so you can focus on the work that matters most.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the task list view​

Navigate to the Tasks area of the application and open the list view to see all available tasks in a table layout.

Open the task list view

Step 2: Apply filters to narrow down tasks​

Use the filter controls above the list to limit tasks by type, status, priority, assignee, phase, due date range, tags, dependencies, or critical path.

Apply filters to narrow down tasks

Step 3: Sort tasks by key fields​

Click a column header such as Updated, Due date, Title, Status, Priority, Phase or Progress to sort tasks; click again to toggle between ascending and descending order.

Sort tasks by key fields

Step 4: Select individual tasks​

Tick the checkbox next to any task row to select that task for bulk actions or closer review, and untick it to remove it from the current selection.

Select individual tasks

Step 5: Select or clear all visible tasks​

Use the checkbox in the table header to select all tasks currently shown by your filters, or click it again to clear the selection.

Select or clear all visible tasks

Step 6: Open a task for more details​

Click anywhere on a task row (other than the checkbox) to open the task details view in order to review or update its information.

Open a task for more details

Step 7: Update task status from the list​

Use the status control in each task row to quickly change the task status without leaving the list view.

Update task status from the list

Last updated: 2026-09-01