Module guide
Views
Group tasks by status, priority, assignee or project, and save the grouping.
Overview
Pick an axis (status, priority, assignee or project) and see your tasks grouped under it, with a count for each group and, where tasks carry an estimate, the total and mean estimate. A built-in rule paints an unfinished task of high or urgent priority red when it is due before today, in your own day. Save the grouping as a view, share it with your workspace, or export the groups as CSV.
Highlights
The capabilities worth knowing before you dive in.
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Sum and mean are calculated over the estimate of each task. A group in which no task has an estimate shows only its count, and the mean covers only the tasks that have an estimate.
- A saved view is private until you share it with the workspace. Once shared, everyone sees it in their rail and can apply it, but only the person who saved it can pin, unshare or delete it.
How to use it
The primary workflow, start to finish.
- Change the Group-by dropdown to see tasks grouped on a different axis.
- Click Save view and name it, and it appears in the rail with a Pin toggle.
- Unfinished tasks of high or urgent priority that are due before today, in your own day, are painted red by a built-in rule. The rule is fixed: this screen does not let you add or change rules.
FAQ
- Can I share a saved view with my team?
- Yes. Point to a saved view in the rail and select its share icon. Select the icon again to make the view private. A shared view shows a people icon, and every member of the workspace can apply it. Only the person who saved it can change its sharing.
- Can I write my own colouring rules?
- Not on this screen. It applies one built-in rule, for overdue tasks of high or urgent priority, and a saved view stores only the grouping axis.
- Why do some groups show only a count?
- The sum and mean chips are calculated over the estimate of each task in the group. If no task in a group has an estimate, only the count is shown, and the mean ignores tasks without an estimate.
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