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Manage tasks in different views

Use the unified tasks page to review, filter, sort and manage all tasks in your project using list, board, timeline and workload views.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the unified tasks page

From your project, open the Tasks section to view the unified tasks page showing all tasks for the current project.

Open the unified tasks page

Step 2: Switch between task views

Use the view switcher to move between list, board, timeline and workload views depending on how you want to visualise work.

Switch between task views

Step 3: Apply filters and presets

Use the filter bar to refine tasks by status, assignee, dates and other fields, or select a preset such as all tasks or your tasks.

Apply filters and presets

Step 4: Sort the task list

In list view, adjust the sort options to order tasks by fields such as last updated, due date or priority.

Sort the task list

Step 5: Select tasks for bulk actions

Select one or more tasks to enable bulk actions, such as updating status or deleting several tasks at once.

Select tasks for bulk actions

Step 6: Open task details in split view

Click a task to open its full details in the split view pane, where you can review information without losing your place.

Open task details in split view

Step 7: Navigate tasks with the keyboard

Use the supported keyboard shortcuts to move up and down the list, open details and manage tasks more quickly.

Navigate tasks with the keyboard

Open or share a URL that includes a specific task ID to go directly to that task, even when filters would normally hide it.

Deep-link to a specific task


Last updated: 2026-06-27