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Task Management

How to manage tasks on the All Project Tasks list, update their status, review activity, and link related work.

Overview

Once tasks are created in a project, use the Tasks module to update their status, assign responsibility, review activity history, and link related tasks or risks.

Process

Navigating the Tasks list

Within a project, click Tasks from the left navigation. The All Project Tasks page opens with the list view.

The list includes the following columns:

  • Name

  • Flagged

  • Status

  • Priority

  • Ball in Court

  • Start Date

  • Due Date

  • Tags

Filtering the task list

Use the tabs above the list to filter tasks:

  • All — every task in the project.

  • Assigned to You — tasks where you are a member.

  • Due This Week — tasks with a due date in the current week.

You can also toggle Show Archived in the top right to include archived tasks in the list.

Searching for a task

Click the search icon in the top right and enter a task name.

Exporting the task list

Click the three-dot menu in the top right corner and select Export. The task list will download for the current view.

Opening and updating a task

Click a task name to open its slide-out panel. The panel has three tabs:

  • Details — all task fields (see Add a New Task for the full field list).

  • Relationships — related tasks and risks (see below).

  • Timeline — chronological log of task activity.

Update fields directly in the Details tab. Click Save in the top right to apply changes.

Assigning Ball in Court

In the Details tab, find the Ball in Court field. Click the + icon to select the person currently responsible for moving the task forward. The Ball in Court also appears as a column on the task list.

Linking related tasks and risks

Open a task and click the Relationships tab.

Click Edit in the top right of the Related section, then:

  • Under Tasks, select one or more tasks to link.

  • Under Risks, select one or more risks to link.

Click Save. Related items appear on the Relationships tab and can be opened directly from there.

Reviewing task activity

Open a task and click the Timeline tab. The Timeline shows chronological events on the task — task creation, Ball in Court assignments, and other updates — along with the user, workspace, and timestamp for each event.

Archiving a task

Open the task, click the three-dot menu in the top right of the panel, and select Archive. Archived tasks are hidden from the default list view. Toggle Show Archived on the list view to see them.

Flagging a task

Open the task and click the flag icon in the top right of the panel. Flagged tasks display a flag indicator in the Flagged column on the list view.