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Tasks

Saved Views & default view

Written By Timothy Murenzi

Set a view up the way you like it, save it, and return to it in one click.

Save a view

  1. Pick a view (List, Board or Timeline) and set your filters (e.g. My tasks, Overdue).

  2. Open View options and set grouping, sorting, columns, and whether to show subtasks and done tasks.

  3. Under Saved views, click + Save this view… and name it.

View options with Saved views and Save this view

Use a saved view

Open View options and click the view under Saved views. Each one shows its type and who created it (e.g. Table - By Project · List · Andrea Martinez).

My week

For a personal plan, use My week. It shows To plan (tasks due soon), a column per weekday with planned hours against capacity (e.g. 0h of 8h), and your days off. Drag tasks onto a day to plan them, and use Time off to add leave.

My week with To plan and a column per day

Related articles

  • The Table view (List)