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Filtering and views

With many tasks in the team, filtering is the key to keeping an overview.

Tabs​

The tasks page has three tabs that give you different perspectives:

TabShows
My work listOnly tasks assigned to you
All tasksAll tasks in the organisation
UnassignedTasks without a responsible person

Filter panel​

Above the task list you find filters to narrow the view:

  • Search — free text in title and description
  • Status — choose between Active, All, Open, In progress, Waiting, Completed, Cancelled
  • Priority — Low, Medium, High, Critical
  • Company — filter per company
  • Category — filter per task type
  • Responsible — filter per team member
  • Deadline — tasks with a deadline within a date

Sorting​

Click the column headings to sort by:

  • Title
  • Status
  • Priority
  • Deadline
  • Responsible

Click once for ascending, twice for descending order.

Statistics cards as filters​

The four statistics cards at the top (Open, In progress, Overdue, Completed this month) also work as quick filters — click a card to see only those tasks.

Tips​

  • Use My work list as your daily starting page
  • Combine filters: for example Priority: High + Status: Open to find what matters most
  • The Unassigned tab is useful for team leads who want to distribute work