Tasks module toolbar

Screen reference

The Tasks module toolbar provides actions, filtering, grouping, ordering, and view controls for managing task lists.

What you can do

• Complete, edit, or move selected tasks when permissions allow it.
• Filter by assignee, creator, status, priority, dates, projects, clients, and other criteria.
• Switch between list-oriented and planning-oriented views when available.
• Use refresh or clear filters to return to a broader view.

Environmental consulting example

A supervisor can filter pending tasks assigned to a field team for the current week.