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Manage unified tasks in your project

Use the unified tasks page to view, filter and manage all project tasks across different 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 tasks for the current project are listed.

Open the Unified Tasks page

Step 2: Switch between task views​

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

Switch between task views

Step 3: Apply filters and presets​

Use the filter bar to apply filters such as status, assignee or priority, or choose a saved preset like "All" to quickly change what tasks are shown.

Apply filters and presets

Step 4: Sort tasks​

Adjust the sort options to order tasks, for example by most recently updated, so that the most relevant work appears first.

Sort tasks

Step 5: Select tasks for bulk actions​

Select one or more tasks from the current view to enable bulk actions, such as updating their status together or deleting multiple items at once.

Select tasks for bulk actions

Step 6: Change task status in bulk​

Use the bulk actions toolbar to update the status of all selected tasks in a single action, keeping your workflow up to date.

Change task status in bulk

Step 7: Create a new task quickly​

Use the quick-add control in the header to create a new task with essential details without leaving the current view.

Create a new task quickly

Step 8: Create tasks from templates​

Open the templates catalogue to browse available task templates, then choose a template and create a new task pre-filled with standard information.

Create tasks from templates

Step 9: View and edit task details in split view​

Select a task to open it in the split detail view, where you can review its information, make updates and keep context alongside the main task list.

View and edit task details in split view

Step 10: Manage saved views​

Use the saved views manager to save your current combination of filters, sort order and view mode, or switch between previously saved views.

Manage saved views

Step 11: Delete individual or multiple tasks​

Use the delete option on a single task or apply bulk delete from the bulk actions toolbar, confirming the action in the confirmation dialog when prompted.

Delete individual or multiple tasks

Last updated: 2026-07-13