Use Task views

Each Task view provides a unique perspective on your work. 

Visualize tasks in a List, Board, or Calendar. See task's interconnectedness in Gantt view. Visualize how work is distributed among team members in Team view. How Views Work

Task views

Task views provide completely different styles of visualizing your tasks. For each view there are different ways of grouping, sorting, and filtering, putting you in complete control of how you see and interact with your tasks!

Views are available to customize on each List, Folder, and Space. And, you can see all your tasks with views on the Everything level!

To increase efficiency, you can create multiple views of the same type, and pin important views you visit often. Unpinned views will be stacked with other views of the same type.

Name each view to reflect its purpose or intended use. For example, a List view sorted by due date could be named Due. A Board view that is filtered to show only urgent priority flags could be named Urgent.

Required views 

Choose which Task views will be most useful for a Space, and provide quick, consistent access for all users!

List view is always required and the other Task views can be activated through the Space settings. If you want to apply a custom look to the required views in a Space, use a default view template!

Use the following hotkeys to jump between any required views in a Space:

  • List View: L
  • Board View: B
  • Team View: X
  • Calendar View: C

 

At any time, you can add a new custom view by clicking +View in the Views Bar.

Saving changes made to a Task view

If you make changes to a view, you can save the changes from time to time, or turn on Autosave View to continuously save and maintain view changes as you go. 

Task view options

Right-click a Task view to see its options menu:

  • Rename - use the icon at the top to add a descriptive name to a view

  • Default for everyone (Business plan) - make a default Task or Page view for anyone visiting a Space, Folder, or List

  • Pin view allows you to keep that view visible for easy clicking

  • Use Me mode for everyone - anytime someone comes to this view, they'll only see the tasks that are assigned to them

  • Reset view to defaults - clears all filters and view specifications

  • Templates - save a Task view so you can reuse it in the future

  • Private view (Business plan) - great when you have a view that you find super helpful for personal use. 

  • Protect view (Business plan) - Protecting a view locks everything in place to prevent accidental changes. You can even leave a note explaining to others why you protected the view.

  • Add to favorites 

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