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Task views explained

Task views show the same work in different layouts. Switch between List, Board, Timeline, Workload, and Overview to match how you plan and track tasks.

Who this is for

All workspace members with access to Tasks. Editors can create views and change layout options. Viewers can browse saved views but cannot edit them.

Before you start

  • Access to Tasks in your workspace.

  • At least one task list or folder with tasks to display.

Steps

  1. Open Tasks from the sidebar and pick a folder or list.

  2. Use the location view tabs to switch between List, Board, Timeline, Workload, or Overview (folders only).

  3. Click Filter in the toolbar to narrow by search, priority, status, due date, OKR, KPI, wiki, or tags.

  4. Open Customize view to change filters, grouping, sort, visible fields, and display options.

  5. Editors can click the View button (plus icon) to create a new view or choose Browse templates….

  6. Use Me mode or the assignee picker to focus on your own work. Toggle Show completed tasks or Hide completed tasks from the toolbar.

What you should see

Tasks appear in the layout you chose with your filters and column settings applied. List shows spreadsheet-style rows with inline editing. Board shows kanban columns. Timeline shows a horizon grouped by assignee, list, status, priority, or tag. Workload shows capacity by person. Overview summarizes lists inside a folder.

Troubleshooting

  • Overview tab is missing Overview appears only when you are viewing a folder, not a single list. Select a folder in the left tree.

  • Do date column is not visible Do date appears when Do-date planning is enabled in workspace task settings. Open Customize view → Display to show the column.

  • Customize view is greyed out Protected shared views block edits for members without rights. Duplicate the view or ask an admin to unprotect it.

Common questions

What is the difference between List and Board?

List is row-based with resizable columns and inline editing. Board groups tasks into status columns with optional swimlanes and card size controls.

Can I group tasks differently in each view?

Yes. Each saved view keeps its own grouping, sort, filters, and visible fields. Changes apply to the active view tab.

What horizons does Timeline support?

Week, two weeks, month, and quarter. Drag task bars to adjust start or completion dates when planning is enabled.

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