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Tasks

Put a filtered list of tasks on a canvas, and edit several at once.

A tasks widget shows a filtered list of tasks on the canvas, so work sits next to the numbers it relates to. To make one, see Create a widget; 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. Its editor has three panels:

  • Columns picks the task fields the list shows. A new tasks widget starts with all 15 selected.
  • Filters & sorting narrows the list, for example to a status, an assignee, or a due date, with the same Filters builder as data views, and sets the order with Sort by.
  • Display holds Auto-fit height of canvas, on for a new widget.
TasksColumnsColumns15 columns selectedFilters & sortingFiltersLabelsincludesMonth-endSort bySortDisplayAuto-fit height of canvasGrow and shrink the widget so its contentalways fits, instead of sizing it for the largestthing anyone might open.Maximum height48 (12rem)Past this the widget stops growing and its contentscrolls instead.
The tasks widget: pick columns, then 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 filter and sort controls 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.

Edit several tasks at once

Tick the checkboxes of the tasks you want to change. The widget's header then shows the selection's tools in place of its usual controls, each named when you hover it; on a narrow card they sit in its ⋯:

  • Set status, Set priority and Set assignees, each a picker that sets that field on every ticked task.
  • Add comment, which posts one comment to each.
  • Set labels, to set the ticked tasks' labels.
  • Clear selection to untick them.

A bulk edit reaches the tasks the widget shows on screen, with the widget's filters and the canvas's context applied. To archive, delete or export many tasks, use the Tasks page, where a selection can span pages.

TasksTitle1-10 of 18Page 1 of 210Check the NAV break on Kestrel…T…Approve the October fee accrualsM…Send the month-end pack to Co…S…TasksSet statusSet prioritySet assigneesAdd commentSet labelsClear selectionExpandExport chartExport card
With tasks ticked, the selection's tools: here in the ⋯ of a narrow card.

Export

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

Let the widget size itself

The Display panel has an Auto-fit height of canvas switch, on for a new widget. While it is on, the card takes the height its content needs rather than the grid rows you drew, up to a ceiling past which it scrolls. It suits a task list that grows. See Build a canvas.

Where to go next