How To: View Project Tasks

To view your project's tasks, click into the Project itself from the Project list view. This will load the project's task list, which includes:

1. Quick Filters:
   • Keyword Search: search for a specific task by keyword
   • Task: All Tasks, Completed Tasks, or Incomplete Tasks
   • Employee: All Employees, My tasks or by Task Owner
   • Dates: All Due Dates, specific due dates or Past Due dates
2. + New Task button at top right to create a new task.
3. Existing task list: organized in sortable columns along with Owner, Start and End dates and Overdue indicator
4. Quick action buttons at far right of each task with functions to copy a link to the task, duplicate the task, or delete the task.
5. View in Gantt Chart link at top right.
6. Overdue indicator: Visual to denote that the task is overdue

Subtasks visibility against tasks

By default project team members can view subtasks under each task.

1. Close display for all the subtasks: There is an option to close all the subtasks(currently, all subtasks are displays against all tasks by default)
2. Close display for each tasks' subtasks: There is an option to close each tasks' subtasks display

Start and end dates displayed against subtasks

Optionally task and subtask owners can now manage their subtasks using start and end dates.

1. Start date: indicates the subtask start date
2. End date: indicates the subtask end date

Gantt Chart- Tasks view

When viewing your project's task list in Gantt chart mode, the same sorting as used in list mode will apply. Other features in Gantt view include:

1. Quick Filters:
   • Keyword Search: search for a specific task by keyword
   • Task: All Tasks, Completed Tasks, or Incomplete Tasks
   • Employee: All Employees, My tasks or by Task Owner
   • Dates: All Due Dates, specific due dates or Past Due dates
2. + New Task button at top right to create a new task.
3. Adjust time intervals: Zoom in/out on the chart or change the time interval from days, week, month, quarter or year
4. Export to PNG or PDF buttons to download a .PNG or .JPG of the chart.
5. Task Owner
6. Quick open (arrow) buttons to open the task at right.
7. Hover over any task in the chart to see its owner, start and end date, and status.
8. Dependency: Indicates task dependency