How to see Task Listing

Roles and Permissions:

Organization Owner/Manager :
They can Add Task List, View Task List and Edit Task List.

Delivery Head :
They can Add Task List, View Task List and Edit Task List.

Project Manager (User) :
They can't Add Task List. They can edit and view only assigned Task List.

User :
They can't Add Task List and Edit Task List . They can view only assigned Task List.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Step 1:

Go to Projects module and select Project.

Step 2:

Go to List Tab .

Task List Tab : if you want to see all tasks list available in a particular project, Then click on** Filter >> Viewselect >>Advanced View**. In the Tasks List table, only Tasks List and Progress columns/parameters will be shown:

On each tasks list , shows the total number of available todo groups with the total number of tasks in it.
On Expanding tasks list, it will show all the tasks at are currently in it.

Tasks List / Tasks can be selected through a check box to perform bulk operations like Delete, Mark as complete & Move
- Delete - Will delete all the selected items ( only Tasks) for Tasks List it will perform the Delete Task List feature
- Mark as Completed - Mark all selected items as Completed
- Move - There will option to Move the tasks list in another Milestone.

Filter, Sort by and Export task:

* Filters

To apply a filter to the tasks, you can specify the criteria such as Search By ,Sorting and Tagging , Task Management , Date Filters and View .

You can apply filter Search By to search task by Keywords ,Members & Created /Reported By

Sorting and Tagging

Task Management

Date Filters

View

Export :
To export the tasks, you can choose one of the following options: Export as PDF or Export as CSV. Select your preferred export format from the dropdown menu to download the tasks accordingly. You are also able to export tasks according to applied filters

* Refresh

For updated Tasks list ,click on refresh button.

Kanban view

https://support.workstatus.io/en/article/how-to-view-task-in-kanban-view-1dwveg7/

Updated on: 11/11/2024