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

Tasks can be marked as Complete by clicking the circle on the left of each task. Planning and setting priorities 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.

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

A new task can be created and assigned to a member by clicking the first row.

Task Filters

Task Schedule

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.

Task Completion

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

Task information

You can also filter the Tasks by:

  • Assigner

  • Client

  • Phase

  • Phase Status

  • Portfolio

  • Project

  • Project Status

  • Tag

  • Work Category

Click the save button to save the filter

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