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Member Modal - Tasks

Allows you to see all tasks assigned to the member.

Tasks

This view is similar to the Task page, but it is tailored specifically for the selected Member. Only the tasks that have been assigned to this particular member will be displayed here, providing a focused view on their responsibilities.

Learn more about Task page

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Tasks from Projects within private Portfolios that are not accessible will be excluded from this view.

Tasks can be marked as Complete by clicking the circle on the left of each task. Plan Date, Priority and Time Estimate for tasks is possible as well. To start a timer on a task, simply click the play button on the right side of the task.

Completed/Incomplete Tasks

Use the button on the top to view Completed or Incomplete Tasks. The selected option is automatically saved for current user in all member modal > Task view.

Selecting Multiple Tasks

You can select multiple tasks by clicking the checkbox at the end.

When you select one task, an All button will appear, allowing you to click on it to select all tasks simultaneously.

You can perform bulk actions on selected Tasks:

  • Top: Move Tasks to the top of the list

  • Plan: Plan Tasks

  • Move to: Move Tasks to a different project

  • Copy to: Copy Tasks to a different project

  • Completed: Mark Tasks as completed

  • Delete: Delete Tasks

Same as the My Task page, a new task can be created and assigned to a member by clicking the first row and type the task title.

Task Schedule Filters

The color filters at the top of the task list allow for quick filtering based on the status of the tasks:

  • Gray: Unscheduled tasks

  • Red: Overdue tasks

  • Orange: Tasks due today

  • Yellow: Planned tasks

These filters help in easily managing and prioritizing tasks based on their urgency and scheduling status. The selected schedule filter is automatically saved for current user in all member modal > Tasks view.

Completed / Incomplete Tasks

Use the button on the top to toggle between displaying Incomplete or Completed Tasks.

Task Filter

Similar to My Tasks page, filters can be applied at the top to refine the task list. Any filters you select will be automatically saved for future sessions.

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The filters are specific to the current Member and do not affect the views for other Members.

Sorting Tasks

Click the header of Planned and Priority column to sort the tasks. The sorting preference will be saved automatically.

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