Browse documentation

Tasks

Put a filtered list of tasks on a canvas.

A tasks widget shows a filtered list of tasks on the canvas, so work sits next to the numbers it relates to. For the shared editor mechanics, see Build a canvas.

Configure it

The tasks widget is bound to the built-in Tasks object, so there's no data source to choose and no columns to pick. Its editor has a single Filters & Sorting panel:

  • Filters narrows the list, for example to a status, an assignee, or a due date, using the same filter builder as data views.
  • Sort by sets the order.
A tasks widget's Filters & Sorting panel with a Filter of Labels includes Compliance and Data, and a Sort by control.
The tasks widget: filter and sort a list drawn from the built-in Tasks object.

Working with the list

In view mode the widget shows the matching tasks with a filter control in its header. Rows are interactive:

  • Click a task to open its detail.
  • Right-click a task for its actions.
  • Edit task fields inline where the widget allows it.

The list pages through results, with a Rows per page selector and a footer that counts the tasks shown.

Export

From the widget's menu you can Export Chart to download the displayed tasks as a CSV, or Export card to save the list as a PNG. Expand opens it in a large modal.

Where to go next