Manage unified tasks in a project
Use the unified tasks page to view, filter and manage all project tasks in list, board, timeline and workload views.
This guide is designed for project manager.
Steps
Step 1: Open the unified tasks page
From your project, open the Tasks section to see the unified tasks page with all tasks for the selected project.
Step 2: Switch between list, board, timeline and workload views
Use the view switcher at the top of the page to toggle between list, board, timeline and workload views depending on how you want to review work.
Step 3: Apply filters and presets to focus on specific work
Use the filter bar and saved presets (such as all tasks or my tasks) to narrow down the task list by status, assignee, dates and other criteria.
Step 4: Select tasks and run bulk actions
Tick the checkboxes next to tasks to select multiple items, then use the bulk actions toolbar to update status, delete or otherwise manage several tasks at once.
Step 5: Open and close the split task detail panel
Click a task row or card to open its details in the split view panel; use the close control or browser back button to return to the main list without the panel.
Step 6: Quickly add a new task inline
Use the quick add area at the top of the list to type a task title and create a new task immediately without opening a full dialog.
Step 7: Create a detailed task from the add task dialog
Click the add task button to open the full add task dialog, where you can provide additional details such as type, priority and other metadata before saving.
Step 8: Create tasks from templates
Open the templates catalogue, choose a task template and confirm in the create-from-template dialog to generate preconfigured tasks for common workflows.
Step 9: Save and manage custom task views
Configure filters, sorting and view mode, then save your setup as a custom view; use the saved views manager to update or switch between your saved views.
Last updated: 2026-09-01