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Task views

Filter and sort the task list, hide completed work, and save arrangements as shared view tabs.

The Tasks page is a single list you can filter, sort and trim so you see the work that matters right now, then save those arrangements as views. This page covers shaping the list and keeping views as tabs. To create tasks and change their status, see Create a task.

The toolbar

The Tasks page has one toolbar. The view tabs run along its left. On its right sit the view's controls as icons, each named by its tooltip, Filter, Sort and Display, then Export, the archived toggle (Show archived), and New.

Under the toolbar, a band shows how many tasks match, for example Showing 1-50 of 50 results, with a checkbox to select the page, Rows per page, and the pager to move between pages. The list itself has no header row.

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The Tasks toolbar.

Shape the list with filter and sort

  • Filter narrows the list by attribute, for example by assignee, label or priority. Click the icon, and a line opens under the toolbar: click Filter on it, pick an attribute (Title, Description, Status, Priority, Assignees, Labels, Due Date, Created At and any field of your own), then a condition, such as includes, not includes, empty or not empty, and the values. Each filter stays on the line as a chip you can change or remove with its ×, and the + beside them adds another. Text and number filters suggest the values tasks actually hold as you type.
  • Sort orders the list by an attribute and direction. Add several levels and drag them to set which applies first.

A view's filters and sort show on that line whenever it has any, and the Filter and Sort icons carry a small orange dot while they apply something or hold a change you have not saved. So a filtered list always says so without a click.

Filter, sort and column changes apply to your session until you save them as a view (below), so you can explore freely without changing what teammates see. While you have unsaved changes, the line ends in Clear (back to the saved view) and Save view.

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Filter the list by attribute, here by label.

There is no board or kanban layout for tasks. You organize the same list with Filter and Sort rather than by dragging cards between columns.

Choose what each row shows

Click the Display icon. The menu opens with the Completed tasks option (below), then the columns the view shows.

  • Add or remove a column: click an attribute. Clicking one that's already shown removes it.
  • Reorder columns: drag a row in the list by its grip handle.
  • Title stays pinned and cannot be removed, since it is the row's identity and the thing you click to open a task.

Status and Description are shown on the title's side of the row rather than as columns of their own, but they are still listed here, so a view can turn them off. The list offers Title, Description, Status, Assignees, Labels, Due Date and Created At. There is no Comments column: a task's comment count shows on its row when it has comments.

Any field you have added to Tasks yourself appears in this list alongside the standard ones, so a view can show exactly the properties your process tracks. A view that shows one gets a header row naming just those columns. See Task fields.

Columns are part of the view, so save the view to keep them.

Completed tasksAllTitleDescriptionStatusAssigneesLabelsDue DateCreated At
Display: the Completed tasks option, then the columns this view shows. Title stays pinned.

Hide completed tasks

A list of open work gets crowded with tasks that are done. The Display menu's Completed tasks option decides how long a completed task stays on the view: All (the default), Past day, Past week, Past month, or None. The Display icon reads as pressed while the view hides some of them.

A task counts as completed when it has your workspace's last status, such as Done; In Review and the other open statuses always show. Past week keeps a completed task on the view until a week after it was last updated, counted from when you opened the page, and Past day and Past month work the same way. The option is saved with the view, so a My open work view can show None while an Everything view keeps All.

Save views as tabs

A column, filter and sort arrangement you want to keep becomes a view, shown as a tab across the toolbar. Views are shared with everyone in the workspace.

  • The first tab, All, is the default and cannot be renamed or deleted.
  • Switch views: click a tab.
  • Create a view: click the + (New view) after the tabs. A new tab opens with its name ready to type; press Enter to keep it or Escape to cancel. Or, after changing a filter or sort, click Save view. Saving while on All opens a new tab for the arrangement rather than overwriting the default.
  • Rename, duplicate, or delete a view: right-click its tab for Rename, Duplicate view and Delete view. Renaming happens in the tab itself; double-clicking a tab renames it too.
AllMy open workRenameDuplicate viewDelete view
Views are tabs across the toolbar; right-click one to rename, duplicate or delete it.

Export the list

Click Export (Export filtered tasks to CSV) to download the tasks as a CSV. It writes every task the view matches, not the page on screen, using the filters and sort you have applied right now, including changes you have not saved yet.

  • With rows selected, the selection bar's Export narrows the file to that selection.
  • Values are written the way you read them, so a status or an assignee appears by name rather than as an id.
  • Each task's comments are included, oldest first, with their author and date, for anyone allowed to read comments. Descriptions keep their list items and table rows.
  • Past 10,000 tasks the file stops there and a message tells you how many were left out. Narrow the view with filters and export in batches.
AllNewShowing 1-50 of 50 resultsRows per page50Page 1 of 1Check the Kestrel Global Equity NAV packCompare ea…NAVReconciliationCM1Nov 20Reconcile October cash with ContosoTwo breaks over…ReconciliationTBNov 14
Export sits with the view controls at the top of the Tasks page.

Show or hide archived tasks

Finished or paused work can be archived to keep the active list short:

  1. Open a task's ⋯ menu on its row (or right-click the row).
  2. Choose Archive, then confirm. Archived tasks stay safe and can be restored.

Use the archived toggle at the top right (Show archived) to bring archived tasks back into view. Archived rows appear dimmed and read-only, with an Archived badge after the title, and an archived task's page says Archived. Reopen the row's ⋯ menu and choose Restore to make one active again, or Delete to remove it permanently.

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Archived tasks appear dimmed when Show archived is on.

On a phone

The Tasks page, its menus and a task's own page fit a phone's screen. On a narrow screen the columns after the title scroll sideways while the title stays, and a task's properties move under its description.

Where to go next