Tasks & views¶

The Tasks area is where you track work across your workspace. Open it from Tasks in the navigation. Everyone in a workspace uses Tasks, whether you are a 3PL operator or a brand user.

Screenshot: The Tasks page with view tabs and the task list. (pending capture)

Overview¶

Tasks (also called tickets or to-dos) has two pages, shown as Work and Manage tabs at the top:

• Work is where everyone works their tasks, as a list or a board.
• Manage gives whoever runs the team a view of the whole backlog by account manager, brand, and person. It only appears if your role allows it. See Manage your team's tasks.

On Work:

• View tabs across the top switch between the built-in views (Mine, Due, Urgent, Brands, All) and your saved views.
• A toolbar narrows the current view: brand chips, a search box, a Tags filter, and an Unread toggle.
• Display chooses a List or Board layout and how tasks are grouped.
• Each task opens to a detail page where you can update it. See Task details.

Use the built-in views¶

The built-in views cover the everyday questions without you having to build anything:

View	Shows
Mine	Your open tasks — assigned to you and not completed or cancelled.
Due	Open tasks that are overdue or due today, grouped by due date.
Urgent	Open tasks at Urgent or High priority, grouped by priority.
Brands	Open tasks grouped by brand. Use the brand chips to narrow them.
All	Every task, with no filters (within the brands you have access to).

Your saved views come after these. Scroll the list and more tasks load as you reach the bottom. Saved view tabs show a count of how many tasks match.

Narrow the list¶

The toolbar above the list narrows whichever view you're on. These choices apply for your session and are not written onto a view unless you save it.

• Brand chips — select a brand's chip to hide or show its tasks. When not every brand fits, or once any brand is turned off, a link such as "3 of 12 brands" opens a Brands list with a search box, Select all, Clear, and an Only button on each row. While you're searching, Select all and Clear apply to the matching brands only.
• Search tasks — type to narrow the list (and every board column) to tasks whose title or description contains the text. Type a task number such as #123 to find that task. Select the clear button or press Esc to clear the search. A search is never saved into a view.
• Tags — pick any number of tags. The list shows tasks carrying any of the tags you picked. Select Clear tags to remove them.
• Unread — show only tasks with unread messages in their conversation. The toggle shows how many there are.

You only ever see tasks for brands assigned to you, so the brand chips list just your accessible brands.

Screenshot: Narrowing tasks with the toolbar. (pending capture)

Choose a list or a board¶

Select Display to change how the current view is laid out.

• Layout — List or Board. The board shows tasks as small stacked cards in columns.
• Grouping — None, Priority, Status, Brand, Due Date, or Assigned User. On a board, tasks can be grouped by status, priority, brand, or assigned user.

Grouping by Due Date sorts tasks into Overdue, Today, This Week, Later, and No Date.

When a list or board is grouped by status or priority, every status or priority always shows, even when it holds no tasks. If the view's own filter leaves a column out, the column still shows, empty, with a "Not in this view's filter" note.

On a computer you can drag a task to another column or group to change that field — for example, dragging a card from Todo to In Progress changes its status. Dragging into In Review asks you for a reviewer, just as the status menu does. Each column and group also has a + that starts a new task with that column's value already filled in. Dragging is turned off on phones so it doesn't fight scrolling.

Screenshot: Tasks on a board grouped by status. (pending capture)

Save a view¶

A saved view keeps the brands, tags, layout, and grouping you've set as its own tab. Saved views are personal to you.

1. Set up the view the way you want it.
2. Select the + at the end of the view tabs.
3. In Save view, enter a Name and select Save. The view appears as its own tab.

To rename or delete a saved view, open its tab and select Edit view. Change the name and select Save, or select Delete to remove it.

Spot tasks that have stalled¶

For 3PL team members, a task that has sat in the same open status for more than 14 days shows a Stale badge in the list and on the board. A task's detail page shows how long it has been in its current status (for example, "In Progress for 16 days"). Brand users don't see these indicators.

Manage your team's tasks¶

The Manage tab gives an overview of open work across the team. It is for 3PL team members whose role includes the manage-tasks permission, which 3PL Admin has by default. Without it, the Manage tab doesn't appear.

• Headline counts show open, stale, unanswered, unassigned, overdue, and urgent tasks.
• Work is broken down by Account managers, Brands, and Assignees. Choose Cards or List. Account manager and assignee cards show counts per status, and brand cards show how much of their work is done.
• A period selector (7, 30, or 90 days, or All time) changes only the Done counts. Open work always covers the whole backlog.
• Cards that look irregular get a faint outline so they stand out.
• A brand with no account manager offers + Add account manager to admins.

Create a task¶

Select the + (Create task) button at the top of the task list to add a task inline without leaving the page. The toolbar steps aside while you type and comes back when you close the composer or finish the task. If you start from a view that filters by a brand, the new task is pre-filled with that brand.

For full details on creating tasks, due dates, and assignees, see Creating tasks.

Tips¶

• Switching tabs swaps the list instantly without reloading the page, and your active tab and scroll position are kept when you return from a task's detail page.
• Use a brand's Only button (or a brand-scoped saved view) to focus on one brand's work — the same brands you see on the Brand Work Desk.

Common questions¶

How do I see tasks assigned to me? Open Tasks and select the Mine tab. It shows your open (not completed or cancelled) tasks.

How do I filter tasks? Use the built-in views (Due, Urgent, and so on) and the toolbar: brand chips, Search tasks, Tags, and Unread. Save a view to keep the brands and tags you picked.

Can I save a custom task view? Yes. Set up the view, select the + at the end of the view tabs, name it, and select Save. It appears as its own tab and is personal to you.

How do I group my tasks or see them as a board? Select Display, choose List or Board, and pick a grouping. Choose None to turn grouping off.

Why don't I see the Manage tab? Manage is for 3PL team members whose role includes the manage-tasks permission (3PL Admin by default). Ask a workspace admin. See Roles and permissions.

Why can I only see some brands' tasks? Tasks are scoped to the brands assigned to you in your workspace. You see tasks only for brands you have access to. Ask a workspace admin to adjust your brand access.

Related¶

• Creating tasks
• Task details
• Working a brand on the Brand Work Desk