The Tasks aggregate view brings pipeline tasks from every project into one shared workspace. Use it to understand workload across the business, see what is due next, and spot work that is blocked or unassigned.
It is one of the three views inside Projects. The list and board layouts, filtering, display options and saved views all behave as described in Working with views, filters and saved views. This article covers what is specific to tasks.
Where to find it
In the left-hand sidebar, under Workspace, click Projects, then switch to the Tasks view, accessible via the top navigation bar.
Sorting in list view
Tasks can be ordered by:
Task Status
Task Name
Project
Client
Priority
Start Date
Due Date
In board view, the same fields are available except Task Status, which the columns already group by.
Board columns
Board view groups tasks by delivery stage, so you can see live operational status at a glance.
To Do | The task is ready to start, but work has not yet begun. |
In Progress | The task is actively being worked on. |
Done | The task has been completed. |
Blocked | The task cannot currently move forward. |
Dragging a task card into a different column changes its status, and the change is reflected in the task's own project pipeline.
Filters
Projects | Show tasks from one or more specific projects. |
Project Client | Show tasks whose parent project belongs to a chosen client. |
Project Status | Show tasks whose parent project is in a chosen status: Not Started, Ongoing, Submitted, Won or Lost. |
Assignees | Show tasks assigned to one or more specific team members. |
Unassigned Only | Show only tasks that currently have no assignee. |
Min Start Date | Show only tasks starting on or after a chosen date. |
Max End Date | Show only tasks ending on or before a chosen date. |
Priority | Show tasks at a chosen priority: Low, Medium, High or Critical. |
Filters combine. Pairing Unassigned Only with a Max End Date of this Friday, for example, surfaces work that is due imminently and has nobody on it.
Useful saved views
Tasks due this week
Blocked tasks
High-priority tasks
Tasks assigned to you
Unassigned tasks
Related articles
Working with views, filters and saved views — how sorting, filtering and saved views work.
Archiving and restoring projects — why tasks disappear from this view, and how to get them back.
Project Management — building and managing a project's task pipeline.
