Task Views
Navigate your tasks using list view, grouped view, and filters.
Task Views
The Action Inbox offers multiple ways to view and organize your tasks. Choose the view that best fits your workflow style.
Available Views
List View
The default view showing tasks in a simple list:
| Column | Description |
|---|---|
| Checkbox | Mark complete directly |
| Title | Task name (click to open) |
| Status | Current status badge |
| Priority | Priority indicator |
| Assignee | Who owns the task |
| Due Date | When it's due |
| Workflow | Parent workflow name |
Grouped View
Tasks grouped by a specific attribute:
- By Status - To Do, In Progress, Done sections
- By Priority - Critical, High, Medium, Low sections
- By Workflow - Grouped under parent workflows
- By Assignee - Grouped by team member
- By Due Date - Today, This Week, Later sections
Kanban View
Visual board with columns:
- Drag tasks between status columns
- See all tasks at a glance
- Good for visual thinkers
Switching Views
Change views via the view selector:
- Click the view dropdown (upper right of task list)
- Select your preferred view
- View changes immediately
- Your preference is remembered
Filtering Tasks
By Status
Filter to specific statuses:
- All - All tasks
- To Do - Not started
- In Progress - Being worked on
- Done - Completed
- Blocked - Cannot proceed
By Assignee
| Filter | Shows |
|---|---|
| My Tasks | Tasks assigned to you |
| Unassigned | Tasks without an owner |
| All | Everyone's tasks |
| Specific Person | One team member's tasks |
"My Tasks" is the most useful daily filter. Start each day by seeing what's assigned to you.
By Priority
Focus on specific priorities:
- All priorities
- Critical only
- High and above
- Medium and above
By Due Date
Filter by timeline:
- All dates
- Overdue
- Due today
- Due this week
- No due date
By Workflow
Filter by parent workflow:
- All workflows
- Specific workflow
- Standalone tasks (no workflow)
By Type
Filter by task type:
- All types
- Actions
- Reviews
- Approvals
- Documentation
Combining Filters
Apply multiple filters simultaneously:
Example: "My Tasks" + "Due this week" + "High priority"
Shows: High-priority tasks assigned to you due this week.
Sorting Tasks
Click column headers to sort:
| Sort By | Options |
|---|---|
| Title | A-Z or Z-A |
| Status | By status type |
| Priority | Critical first or Low first |
| Due Date | Soonest first or latest |
| Workflow | Alphabetically |
| Created | Newest or oldest |
Default Sort
Tasks are sorted by:
- Priority (highest first)
- Due date (soonest first)
- Created date (oldest first)
Searching Tasks
Use the search bar to find tasks by:
- Task title
- Description content
- Workflow name
- Assignee name
Search Tips
- Use quotes for exact phrases
- Combine with filters
- Search is case-insensitive
Grouped View Details
Group by Status
Sections:
- To Do - Tasks not yet started
- In Progress - Tasks being worked on
- Done - Completed tasks (collapsible)
- Blocked - Tasks that can't proceed
Collapse/expand sections by clicking headers.
Group by Priority
Sections:
- Critical - Urgent tasks
- High - Important tasks
- Medium - Standard tasks
- Low - Lower priority
Group by Due Date
Sections:
- Overdue - Past due date
- Today - Due today
- Tomorrow - Due tomorrow
- This Week - Due within 7 days
- Later - Due after this week
- No Date - No due date set
Group by Workflow
Sections for each workflow:
- Shows tasks grouped under their workflow
- Standalone tasks in separate section
- Collapse workflows you're not focused on
Kanban View Details
Columns
Default columns:
- To Do
- In Progress
- Done
Drag and Drop
Move tasks between columns:
- Click and hold a task card
- Drag to another column
- Release to drop
- Status updates automatically
Card Information
Each card shows:
- Task title
- Priority indicator
- Assignee avatar
- Due date (if set)
- Workflow name (if applicable)
Kanban view is great for visual task management, especially when tracking workflow progress.
Saving Views
Save filter and view combinations:
Configure Your View
Set filters, sorting, and view type.
Click "Save View"
Opens the save dialog.
Name Your View
Give it a descriptive name.
Access Later
Select from the Views dropdown.
Example Saved Views
| View Name | Configuration |
|---|---|
| My Inbox | Assigned to Me, Not Done |
| Overdue | All assignees, Overdue |
| This Week | Due This Week, By Priority |
| By Workflow | Grouped by Workflow |
View Indicators
Status Badges
| Badge | Meaning |
|---|---|
| 🔴 Overdue | Past due date |
| 🟢 Due Today | Due today |
| 🔵 Upcoming | Due soon |
| ⚪ No Date | No due date |
Priority Indicators
Visual indicators show priority:
- Critical - Red accent
- High - Orange accent
- Medium - Green/neutral
- Low - Blue/muted
Quick Actions from List
Hover over tasks for quick actions:
- ✓ Mark complete
- ▶ Mark in progress
- Edit Open for editing
- More Additional options
Bulk Operations
Select multiple tasks:
- Check boxes next to tasks
- Click "Bulk Actions"
- Choose action:
- Change status
- Change priority
- Change assignee
- Set due date
- Delete (if permitted)
- Confirm changes
Mobile Views
On mobile devices:
- List view adapts to card format
- Swipe for quick actions
- Tap to open details
- Filters via menu button
Common Questions
How do I reset filters?
Click "Clear Filters" or "Reset" to return to default view.
Can I customize columns?
Some column visibility can be toggled. Core columns are always shown.
Why can't I see a task?
Check:
- Status filter (may be filtering it out)
- Assignee filter
- Workflow filter
- Your permissions
How do I share a view?
Share the URL after applying filters—URL includes filter parameters.
Next Steps
- Task Details - Understand task information
- Updating Tasks - Change task status
- Workflows - See the bigger picture