Tasks List
This is a legacy reference for the old cross-project task queue. The live queue is My Tasks, and /projects/tasks now redirects there.
Accessing the Page
Section titled “Accessing the Page”- Legacy route:
/projects/tasksnow redirects to/projects/my-tasks - Typical entry: Old bookmarks and direct legacy links
The old Tasks sidebar item has a + button. Clicking it navigates to /projects/tasks#new-task, which now redirects to My Tasks and opens the Create Task dialog directly.
What you can do here
Section titled “What you can do here”- Search tasks by code/title.
- Filter by status, priority, project, assignee, and tags.
- Open task detail or a slide-over preview by clicking a row/card (behavior set in governance settings).
- Open a task in a new browser tab with Ctrl+click / Cmd+click.
- Select multiple tasks with checkboxes and bulk-edit them.
- Create a task from anywhere in the module (permission-based).
Filters
Section titled “Filters”| Filter | Type | Description |
|---|---|---|
| Search | Free text | Matches task title/code text |
| Status | Multi-select | backlog, todo, in-progress, review, done, cancelled |
| Priority | Multi-select | low, medium, high, urgent |
| Project | Project selector | Filter tasks for one project |
| Assignee | User selector | Filter by assigned user |
| Tags | Tag input | Match tagged tasks |
The filter bar supports an active-filter summary strip with per-filter clear chips and a clear-all action.
List Columns
Section titled “List Columns”| Column | Default Visible | Sortable | Description |
|---|---|---|---|
| Select | Yes (when row selection is enabled) | No | Checkbox for multi-select bulk actions |
| Code | Yes | Yes | Task code (monospace, primary color) |
| Title | Yes | Yes | Task title; completed tasks appear with strikethrough. An optional one-line description is shown below the title. |
| Status | Yes | Yes | Status badge (backlog, todo, in-progress, review, done, cancelled) |
| Priority | Yes | Yes | Priority badge with icon (low, medium, high, urgent) |
| Project | Yes | No | Linked project name |
| Assignee | Yes | Yes | Assigned user display name |
| Due Date | Yes | Yes | Due date; overdue dates are highlighted in red |
| Actions | Yes | No | Edit context menu (shown for editable tasks) |
Default sort is Sort Rank ascending, with last-updated descending as tiebreak.
Sorting
Section titled “Sorting”Click any sortable column header to cycle through three states:
- First click — Ascending (A→Z, 0→9)
- Second click — Descending (Z→A, 9→0)
- Third click — Remove sort (return to default)
Only one column can be sorted at a time.
Multi-Select and Bulk Edit
Section titled “Multi-Select and Bulk Edit”On desktop, each task row has a checkbox at the left edge. You can:
- Check individual rows, or use the header checkbox to select all visible rows.
- A selection toolbar appears at the top of the list showing the count of selected tasks.
- Click Bulk Edit in the toolbar to open the Bulk Edit Tasks dialog.
On mobile the card layout does not show bulk-selection controls. Use the desktop view for bulk edits.
Task Open Mode
Section titled “Task Open Mode”How a task opens when you click its row depends on a tenant-level setting:
| Setting value | Behavior |
|---|---|
| Slide-over (default) | A side panel opens with a task preview without leaving the list |
| Page | Navigates directly to the full Task Detail page |
Ctrl+click / Cmd+click always opens the task in a new browser tab regardless of the open-mode setting.
See Project Governance Settings to configure the open mode.
Pagination
Section titled “Pagination”The list uses a Load More pattern:
- Page size: 25 records per load
- Load More button appears at the bottom when more records are available
- Total count displays above the table
Mobile Layout
Section titled “Mobile Layout”On narrow viewports (below the lg breakpoint) the table switches to a card layout. Each card shows:
- Task code and priority badge
- Title (up to 2 lines) with strikethrough for completed tasks
- Status badge
- Project name, assignee, and due date
Keyboard Shortcut
Section titled “Keyboard Shortcut”Press c anywhere on the legacy Tasks List page to open the Create Task dialog without clicking the button (requires canWriteTasks permission).
Deep-Link
Section titled “Deep-Link”Navigating to /projects/tasks#new-task automatically opens the Create Task dialog after redirecting to My Tasks. The old sidebar Tasks + button used this deep-link.
Actions
Section titled “Actions”Page Actions
Section titled “Page Actions”| Action | Permission | Description |
|---|---|---|
| Create New | canWriteTasks | Opens the Create Task dialog |
Row Actions
Section titled “Row Actions”| Action | Permission | Availability |
|---|---|---|
| Edit | canWriteTasks | Tasks in non-terminal projects only |
Deleting a Task
Section titled “Deleting a Task”Tasks are deleted from the Task Detail page, not from this list. To delete a task:
- Click the task row to open the Task Detail page (or slide-over).
- Navigate to the full detail page and click Delete in the action bar.
- A confirmation dialog warns that the action is permanent.
- Click Delete to confirm.
Deletion requires canAdminTasks permission and is blocked for tasks that belong to a project in terminal status.
Common tasks
Section titled “Common tasks”Find tasks assigned to you
- Open the Tasks list from the sidebar.
- Select your name from the Assignee filter.
- Optionally filter by status to narrow results.
Create a task from the list
- Open the Tasks list.
- Click Create New or press c.
- Fill in the required fields (title, project, work item type) and save.
Bulk-change status for several tasks
- Open the Tasks list.
- Check the rows you want to update.
- Click Bulk Edit in the selection toolbar.
- Tick Apply next to Status, choose the new status, and click Apply.
Filter by project
- Open the Tasks list.
- Select a project from the Project selector.
- Use the active-filter chip to clear the filter when done.