The Tasks View gives you a single place to see, manage, and complete work across every card on a board.
Instead of opening each card individually, the Tasks View creates a centralized checklist of responsibilities, deadlines, and ownership.
Why this exists:
- Cards track records (owners, properties, leads, vendors, etc.).
- Tasks track the work that must happen.
- The Tasks View connects the two so you can manage workload — not just data.
What the Tasks view shows
The Tasks View automatically gathers every task on a board and organizes them by:
- Assignee (who is responsible)
- Due date (when it needs to be done)
- Status (progress of work)
- Priority (importance)
- Completion state
The view summarizes tasks attached to cards. Use its filters and table display controls to focus on the work you need.
Open the Tasks view
Open the board’s existing Tasks tab. If it is missing, use New View → Tasks with the appropriate board permissions.
Steps
- Open the board
- Select New View.
- Select Tasks to open Customize View.
- Enter a Name (the default is Tasks).
- Choose access level:
- Private → only you
- Protected → limited editors
- No toggle → available to people with board access, subject to their permissions
- Click Save
Open the view and review its filters and visible columns.
Use task filters
At the top of the view you can change what tasks you see.
Filter by user
- View tasks for a specific team member
- Or view All Users to see the entire workload
Use case: Managers reviewing workload distribution
Filter by priority
Shows tasks based on importance level.
Use case: Handle urgent work first
Filter by due date
You can quickly narrow down deadlines:
- Outstanding
- Today
- This Week
- This Month
- Prior Month
- All
- Custom
Purpose: Prevent missed deadlines and identify bottlenecks
Task buckets
Below the filters are grouped buckets. Clicking one shows matching tasks.
Bucket | Meaning |
Open Tasks | Not completed |
Currently Overdue | Tasks overdue as of the current time; this bucket does not change with the selected date filter |
Updated | Recently changed |
Completed | Finished work |
Unassigned | No responsible user |
Why Unassigned matters:
- Unassigned tasks are one of the most common reasons work is missed.
- This bucket acts as a safety net.
Work in the task table
Each row is a task attached to a card.
Commonly Used Columns | What it Does |
Type | Shows the task action (icon) |
Name | Opens the task window |
Related | Opens the full card |
Due Date | Click to change deadline |
Priority | Click to update importance |
Status | Shows progress stage |
Start | Editable inside the task only |
Pin | Keep visible in pinned panel |
Assignee | Responsible user |
Complete ✓ | Mark finished instantly |
Task types
There are four task action types:
- To-Do
- SMS
- Phone Call
Hover over the icon to see the type.
Bulk actions
Select one or multiple tasks to manage them at once.
Available actions:
- Pin tasks
- Delete tasks
- Reassign owner
- Change due date
- Change priority
Best use case: Assigning new leads or redistributing workload
Customize the table
You can adjust how information displays.
Resize columns
Drag column borders to widen or narrow
Show or hide fields
Click the ➕ icon (right side) to choose visible columns
Use the Tasks view in your routine
Leasing team
Morning checklist:
- Overdue → fix first
- Due Today → daily priorities
- Unassigned → assign immediately
Property manager
Weekly review:
- Filter by user → balance workload
- Filter by month → plan staffing
Operations manager
Process audit:
- Review completed tasks
- Identify delays
Key takeaways
- Tasks live on cards, but the Tasks View manages the work
- Review filters and visible columns to match your work
- Prevents missed deadlines
- Helps distribute responsibility
- Ideal for daily workflow management