Where can I find all My Tasks?

Tasks are specific itemized work or a single initiative that can be associated with any number of objects like cases, orders, etc. So these tasks are found in nearly every application and determine what actual work must be done to support your various business initiatives. Tasks in homepage

Steps to view "My Tasks":

• Log in and access your Apptivo account.

• Click on Tasks from the left navigation panel.

• On the tasks page, click on My Tasks and It will list all tasks created and associated with various objects.

• Use the above actions to view your organized tasks lists:

• Sort icon: You can organize the data in the table in ascending or descending order by using the Sort Option.

• Filter icon: The filter option helps you to limit the display number of the records based on the selected attribute.

• You can view tasks based on the Table view, List view, Calendar view, and Kanban View.

Table View:

The Table view is the representation of the data in table format where you will find the details of the tasks in rows and columns.

• Click on the More Details(...) icon to view the complete task details.

• Display dropdown: This lists out all the available list layouts in the tasks app. You can select any layout to display the required details.

• Bulk Actions: Use the bulk actions to Export, Delete, and Update multiple tasks at a time.

List View:

A list view is the representation of data in a list form where it categorizes the tasks based on their status in different sections. For example, in the tasks app, you can view three sections Overdue tasks, today’s tasks, and completed tasks.

• Click on the Tick icon to mark the task as completed and the More Details(...) icon to view the overall task details.

• Sort By: By using the Sort By option you can sort out the tasks based on their Due date, End date and Names.

Calendar View:

The calendar view is the representation of the data in calendar format like in days, dates, and months.

• Here, you can see the task information in Day, Week, and Month using the provided tabs.

Kanban View:

The Kanban View provides you with a bird's eye view of all the tasks based on the task’s status.

• Use the More… icon to view the complete details of the tasks.

• You can also customize the kanban layout using Settings from the app header.

Related Links:

• My Work Queue view

• Customize My Work Queue