Manage the task list

This page covers how to:

• view and sort the tasks list
• view and accept a task
• pin a task to your watch list

View and sort the tasks list

1. You can view the list of tasks assigned to you or your team using the relevant boxes on your dashboard.

   open-tasks-heat.png

   
   example-task-heat.png

   

2. You can also view them in the Task View, which can be accessed by selecting 'More…' in the black navigation bar at the top of the page, then selecting 'Task' in the resulting drop-down menu. When viewing your list of tasks, there are many ways you can sort the list to ensure that it best suits your needs for your own working practices.

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3. The list can be sorted either Ascending or Descending on any of the available column headers which are Task Number, Subject, Status, Parent Category, Parent ID, Created On or Modified On.

   Click the relevant column header to sort the list by that field in ascending order.

   Click on the column header again to switch to a descending order.

4. The Tasks in the list can also be grouped by any particular column, to do so just click on the column header and select 'Group By This Field' from the resulting menu. This is particularly handy if you are a member of multiple teams as it allows you to separate the tasks by team.

    

View and accept a task

1. Once a task has been created and assigned to your team it will be visible in the My Team’s Open Tasks box on your dashboard.

   example-task-heat.png

   

2. Double-click on it to open the Task window.

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3. To accept the task, select the 'Accept' in the top right corner of the window. This will assign you as the owner of this task.

Pin a task to your watch list

If you need to keep a particularly close eye on a specific Task or need to be able to refer back to it, you can pin said task to your watch list, so it will remain easily accessible for you until such time as you remove it from your watch llst.

1. To pin a task to your watch list, open the task and select 'Pin it' near the top left of the Task window.

2. To view your watch list, select the drop-down arrow on the 'Watch List' button in the top-right corner of the screen. This will open your watch list as a drop-down menu below the button.

3. The watch list is split into 2 sections. At the top are the items you have pinned to your watch list and at the bottom are the most recent new Items you have viewed.

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4. Selecting either of the 'Show more' links will expand the relevant section of your watch list.

5. Close the watch list window by selecting 'Close'.