Task Organization

Using the “My Tasks” and “Self Tasks” Views These two views look similar but answer different questions: who assigned this work? The difference: My Tasks: Tasks assigned to you by someone else (or delegated to you, making you the current owner). This is your "here's what's been handed to me" list. Self Tasks: Tasks you created and assigned to yourself. This is your "here's what I've set for myself" list.   Good to know: If a task you created is assigned to someone else, it shows up in... Reordering Your Task List You can drag tasks into whatever order works for you, rather than sticking with whatever order they were created or sorted in. To reorder tasks: Go to your task list. Drag a task up or down to move it. Drop it in the new position; the order is saved automatically.   Good to know: This changes the display order only it does not affect due dates, priority, or status. Like project reordering, this is a personal display preference and doesn't... Saving Custom Task Views If you regularly filter your task list the same way, you can save that combination as a named view instead of rebuilding it every time. To save a view: Apply the filters you want (assignee, project, status, priority, etc.). Choose Save View. Give it a name. Optionally set it as your default view, so it loads automatically next time. Save Good to know: Saved views are personal they don't change what anyone else sees in their own task list. You... Filtering & Sorting Your Task List With more than a handful of tasks, narrowing down to what matters and putting it in the right order is faster than scrolling through everything. Filtering To filter your tasks: From your task list, use the search box to find tasks by title, status, priority, business ID, assignee name, or project name. Use the filter options to narrow by assignee, project, status, or priority. Combine filters as needed; they apply together, not one at a time. Sorting To sort your...