Finding, filtering, and grouping tasks

Screen reference

The Tasks module has its own filters, grouping options, and ordering controls. Those controls work together with the context selected in the left navigation.

This means a task list can be narrowed in two steps. First, the user selects a client, project, workspace, tag, or other dimension from the left navigation. Then the user applies task-specific filters inside the Tasks module.

The result is a task list that matches both the navigation context and the task filters.

Navigation context comes first

If a project is selected in the left navigation, the Tasks module shows tasks related to that project. If a client is selected, the task list is limited to that client. If a workspace or tag is selected, the task list follows that context instead.

The selected context remains active while the user moves between modules. A user can select a project, review its tasks, open Documents, and then open Time without having to select the project again.

Task filters narrow the list further

The filter controls at the top of the Tasks module apply inside the selected context.

Common task filters include:

Filter	What it narrows
Assigned to	Tasks owned by one user, a team, or everyone, depending on configuration.
Assigned by	Tasks created or assigned by a specific user.
Completed by	Tasks completed by a specific user.
Created by	Tasks created by a specific user.
Status	Open, pending, completed, or other configured task states.
Due date	Tasks due inside a selected date range.
Start date	Tasks that start inside a selected date range.
Invoicing status	Tasks based on billing status, when task billing is used.
Priority	Tasks with a selected priority level.
Subscribed to	Tasks followed by the current user or another selected user, depending on permissions.

These filters are useful only when the user understands the active context. A filter for Assigned to: Maria means different things depending on whether the user is looking at all tasks, one client, one project, or one workspace.

Grouping changes how the list is organized

Grouping does not remove the selected navigation context. It changes how the matching tasks are arranged.

For example, if a user selects one client and groups by project, EVX Software shows the matching tasks grouped under the projects inside that client. If the user selects one project and groups by assigned user, the same project task list is arranged by owner.

Common grouping options include project, assigned user, start date, due date, priority, and tags, depending on configuration.

Ordering changes the sequence

Ordering controls the sequence of rows inside the current task list or group.

A project manager may order by Due date to see the next deadline first. A coordinator may order by Task name to find standard repeated tasks. An operations user may order by Start date to prepare field work.

Ordering does not change which tasks match the filter. It only changes the order in which matching tasks appear.

Example combinations

Left navigation context	Task filter	Group by	Result
One project	Assigned to: Maria	Start date	Maria's tasks for that project, arranged by start date.
One client	Status: Open	Projects	Open tasks for that client, grouped by project.
Field operations workspace	Due date: this week	Assigned to	This week's field tasks, arranged by owner.
One project	Invoicing status: billable	Labor category or project, where available	Billable work items that belong to the selected project.
All clients and projects	Priority: high	Due date	High-priority tasks across accessible work, ordered by due date.

Environmental consulting example

A project manager reviewing a Phase II ESA project can select the project in the left navigation. The task list then shows work connected to that project.

From there, the manager can filter to Open tasks, Assigned to field staff, with a Start date in the current week. The result is a focused operational list: only the field tasks that need attention for that project and time window.

The same project can also be reviewed through Documents, Time, Expenses, and Reports. The project context remains the same. Each module adds its own filters.

When a task is missing from the list

A task may be hidden because of any active filter.

Check the left navigation first. The selected client, project, workspace, or tag may exclude the task. Then check the Tasks module filters. Assigned to, Status, Due date, Start date, Priority, and Invoicing status can each remove a task from the current view.

Also check permissions. If the task belongs to a project or workspace the user cannot access, it will not appear in the task list.

What you can do next

1. Review navigation and filters for the full model of context plus module filters.
2. Review tasks for the task module overview.
3. Review task fields to understand the fields used in filtering and grouping.
4. Review daily task monitoring for a working review pattern.