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Task List cards

Create a List view in a card to see and work with your tasks right from Dashboards and Overviews. Filter, update, and dive into tasks right alongside your team's metrics and project reporting.

With a Task List card, you can do anything that's possible in List view.

Use filters to show tasks that meet specific criteria. Add columns to show and set fields and Custom Fields. Edit tasks in line to update their status, priority, assignees, track time, and more.

Task List card feature availability and limits vary by plan and user role. Learn more

Task List cards

The following table describes the task list cards available on Dashboards and Overviews:

Task List card Description
Open Assigned Comments

Displays tasks that have any unresolved assigned comments. 
Overdue Tasks Displays overdue tasks.
Tasks Due Soon Displays tasks due in the next 14 days.
Priority Tasks Displays tasks with urgent or high priority.
Milestones

Displays items using the milestone task type.
Task List Create a customized list of tasks.

 

Add a Task List card

To add a Task List card:

  1. Create a new or open an existing Dashboard.
  2. In the upper right corner, click + Add card. 
  3. From the left sidebar, select Tables.
  4. Click Task List card.
  5. Configure your initial card settings.
    Once a Task List card has been added, additional settings are available.
  6. In the upper-right, click Add card.

Edit a Task List card

Customize your Task List card using the settings displayed above the list of tasks.

The following table describes the settings available on Task List cards:

Setting Description
Group Group tasks by a specific field.
Subtasks Choose how to display subtasks.
Columns Choose the fields to display as columns in your Task List card.
Filter Apply a filter to include tasks that meet specific criteria.

Closed

 Show closed tasks, subtasks, or both.
Search

Show tasks that match keywords. Click the ellipsis ... icon to specify which fields to search, including:
Customize

Customize your Task List card using the following options:

  • Layout options: Select page and task visibility options.
  • Fields: Select which task fields to show and hide in the card.
  • Group: Task grouping options.
  • Subtasks: Choose how to display your subtasks. 
  • Export view: Select what to export. 

Quick card settings

Hover over a Task List card to:

  • Edit quick settings, including card filters.
  • View your Task List card in fullscreen mode to see more detail.
  • Click the settings cog to edit card settings.

Subtasks

Filtering tasks in a Task List card is the same as filtering in any task view.

To include subtasks when filtering a Task List card, do the following:

  1. From an open Task List card, enable Edit mode. 
  2. In the upper-left of the card, click the Subtasks button. 
  3. Select As separate tasks. 
    Screenshot of the Table card setting As separate tasks.

When subtasks are shown as separate tasks, the time tracked for the subtasks will not roll up.

Task List card settings

Choose the data and appearance of your Task List card.

The following table describes the available card settings:

Setting group Setting Description
Data Source Select locations Choose the Spaces, Folders, and Lists to include.
Include Tasks in Multiple Lists

Include tasks added to the selected locations.
Include Subtasks in Multiple Lists Include subtasks added to the selected locations.
Display - Layout options Show empty statuses

Show tasks where the group by option is not set.

For example, when grouping by Status, enabling this option shows all statuses even when no tasks are using a status.
Wrap text Show long task names on multiple lines.
Task locations Displays breadcrumbs to show the Space, Folder, and List where each task lives.
Task properties

Show or hide icons for each task with any of the following items:
Subtask parent names Show the parent task name for each subtask.
Closed tasks Include tasks in the closed status.
Closed subtasks Include subtasks in the closed status.
Tasks from other Lists Include tasks added to the selected locations.
Subtasks from other Lists Include subtasks added to the selected locations.
Data Fields

Show or hide fields including Custom Fields as columns.

The options available are the same as in List view.
Group

Group tasks together based on a specific field.

The options available as the same as in List view.
Subtasks

Show or hide subtasks. Options include:

  • Collapsed
  • Expanded
  • As separate tasks
Export view

Export the List view as displayed in your Task List card.

The export options are the same as exporting a List view.
Filters Show closed

Include closed tasks in your data.
Show archived

Include archived tasks.
Filter Apply filters to show tasks that currently meet the specified criteria.

 

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