How do I view Tasks in Home Page?

Updated on May 27, 2020 05:48AM by Admin

  • Log in to your account.
  • Click on the Tasks icon from the left navigation panel.
Home Page

  • In the Tasks Activity, you can view the dashboard with the following views:

List View

Tasks organized in the List view as shown below:

    1. Overdue Tasks - List of tasks that are overdue.
    2. Today’s Tasks - List of tasks to be completed today.
    3. Upcoming Tasks - List of tasks to be completed in the future.
    4. Completed Tasks - List of tasks that have been completed.
List View

Calendar View

You can view tasks based on the calendar format. You can view tasks based on Day, Week, and Month by switching to the Calendar view.

Calendar View

Table View

All your task details will be displayed in table format. You have an additional column Associated With that shows all the objects that the task is associated with.

Select Table View to view the tasks in the Table layout.

Table View

Kanban View

Have your tasks displayed in Card View by selecting the Kanban View from the top right. By clicking the Kanban view, you can view the tasks listed and grouped together based on their status.

Kanban View

The grouping of tasks also changes if their status change. When a task is moved from one status to another, it is also updated in the Kanban View immediately.

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