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Overview all & my tasks

The Task filter module gives you an overview of all your project-related and private tasks.

Merle Hecht avatar
Written by Merle Hecht
Updated over a week ago

Under Task filters in the main menu, you will find all tasks assigned to you, as well as cross-project task filters and including tasks from other users.

In the default view, you will see your tasks grouped by project. Additionally, there is a list of your private tasks.

Grouping and sorting tasks

Configure the view according to your needs using the group and sort functions. You will find the functions on the top right via the icon buttons. awork remembers the set view.

Group by the following:

  • Project (default)

  • Project type

  • Client

  • Type of work

  • User

  • Upcoming daily

  • Upcoming weekly

  • Upcoming monthly

Sort by the following:

  • Type of work

  • Start on

  • Due on

  • Created on

  • Planned effort

  • Task status

  • User

☝️ Hint: You can remove the grouping and sorting function by using the "x" next to the icons.

Search tasks

Search for tasks by using the magnifying glass icon at the top right above the task list. The view then changes to a list, where all the search results are shown.

If you delete the search entry again, you will return to your previous view.

Show completed tasks

If you activate the display of completed tasks via the checkmark icon in the upper right corner, the completed private tasks that you have marked as completed within the last 30 days will be displayed.

☝️Important: Completed project tasks are not displayed here.

If you have created your own task filter, this feature will not affect your custom filtered list.

Edit tasks and further actions

Open details

By clicking on a task, the details will open and you can edit all the details of the task.

Edit in list

Within the task lists, you can hover with the mouse pointer over the tasks and see different quick actions there, by means of which you are able to work on the task or, e.g. to start the timer for the time recording.

Why are project tasks missing in the task filter My tasks?

In the task filter My tasks, only the project tasks of projects that are ongoing (yellow status) are displayed.

If there are no more than 3 projects in your entire awork workspace, they will all be displayed, regardless of the status.

Use own task filters

Using task filters, you are able to create your own views of project tasks across projects and users. However, note that you can, of course, only see the projects and tasks for which you have sufficient rights.

By expanding the Task filter module, you can easily switch between different saved filters

The default filter My Tasks is preset and shows all tasks you are assigned to. This includes your private tasks, private tasks that have been assigned to you, and project tasks that you are assigned to.

☝️Important: Project tasks are only displayed here if the status of a project is in a running (yellow) status.

☝️Important: In this view you will only see the tasks that have not been completed within the last 30 days. If you want to see these tasks, you have to click on the icon with the 2 checkmarks in the upper right corner, see section above "Show completed tasks".

Create new task filter

To create your own filter, click on the "+" right beside the Task filter module.

Now you assign a name for your filter and make the appropriate settings for user, project, tasks and due date. On the right side, you will see a short preview of the results.

☝️Hint: Within the task filter, you can also use a "due in a day" filter. If the filter is set to "due in one day", for example, the tasks that are due for both today and tomorrow (in one day) will be displayed.

Filter by task lists

When creating task filters, you have the option of selecting task lists and filtering by them. It is also possible to specify only certain parts of a list title, such as "Onboarding" - all tasks from all lists whose title includes the word "Onboarding" will be displayed.

This gives you even more options to refine your filters and obtain cross-project overviews.

Shared task filter for all users

Do you want to share your filter? Then check the box "Share view?", when you create a new filter. This way, other users can also use your filter but not edit it.

☝️ Hint: If you have shared a task filter with your team, they can view and use your task filter. Of course, the filter results may vary here, depending on which tasks the user is allowed to see according to the permission management.

Use a shared filter by clicking Select shared filter at the bottom left of the window for creating a new filter. A selection of all shared filters will open.

Via the eye icon, you will view the filter settings. By clicking on the filter, it will automatically be added to your filter list.

☝️Important: You can not edit the shared filters of other users. However, you are able to remove them from your list.

Edit or delete task filters

To edit or delete a task filter, hover with your mouse pointer over the corresponding filter in the filter dropdown. A pencil icon and a trash icon will then appear, allowing you to edit or delete the filter.

☝️Important: The My Tasks filter cannot be edited or deleted.

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