How do I Change Views in the Tasks dashboard?

Tip: Tasks can be viewed in multiple formats to improve visibility of workload and workflow. Choose from filters for individual team members, calendar, list, columns and more. 

Navigate to the Manage tasks icon on the lefthand toolbar. 

The Tasks dashboard will open in the last viewed format.

On the Tasks dashboard there are four options for customising the view of workload:

FILTER BY INDIVIDUAL

Select the drop down menu on the top left to see options for filtering, either view all tasks or by individual team member.

Select the view required and Tasks will be filtered according to the individual to which they are assigned, or view All tasks.

Tasks showing for the individual selected. A summary is shown below the individual's name, and at the lower lefthand side of the page.

VIEW TASKS BY PROGRESS STATUS

Tip: The option to view or hide completed Tasks is viewable in the list format. Other formats automatically show completed Tasks.

To show or hide completed Tasks, navigate to the Show completed button on the top righthand side of page.

Check or uncheck Show completed to show or hide completed Tasks.

When Show completed is checked, information about when the Task was due, completed or overdue will show in the dashboard. When Show completed is unchecked, completed Tasks will be hidden.

LAYOUT OPTIONS FOR VIEWING TASKS

Tip: Columns and Calendar layout will automatically show completed Tasks. To hide completed Tasks view in List format.

Select the Layout button at the top right of the page, this will open a drop down menu of options.

View as list - traditional list format with the option to show or hide completed Tasks.

View as columns - this format allows progress and workflow to be easily viewed. Four Columns group Tasks in To Do, Up next, Current and Done, each has a summary at the top of the Column.

Two features in this format:

• A slider on the righthand side of each column to allow scrolling.
• Tasks can be dragged and dropped into different Columns

View as calendar - this format shows Tasks plotted into a month-to-view calendar. Completed Tasks are shown with a strikethrough. A slider to the righthand side of the date tile allow scrolling through the Tasks for each day.

QUICK LOOK

To the lower left corner there is a quick look summary of Tasks according to which individual filter is chosen, or All Tasks. This is a top level summary of overdue, upcoming and completed.