Matter Tasks View
You can view and manage tasks in a matter in different ways according to your preference. Whichever view you choose, you can update task values such as due date, priority, and status directly from the page, without opening the task.
View by Group:
View tasks grouped by Status, Priority, Stage and Assignee. Collapse or expand groups of tasks for easier viewing, either in List or Board view.
Me mode:
View all tasks assigned under your name. Click on Me mode again to switch back to viewing all users' tasks.
List View:
In List view, you can see more task details such as user and date when task was Created, and Link to object where applicable, so you can open the linked item in the task directly from the page.
You have the option to Duplicate or Delete any task when clicking on the ellipsis.
Filtering by Columns
When in List view, you can Filter tasks on any of the columns from Created by, Status, Due date, Priority, Link to and Assigned.
Editing task details on the page
Edit or update the task properties directly from the page without opening the task.
You can also edit multiple tasks by selecting them from the list and updating the assignee, due date, priority, or delete multiple at once.
Kanban Board View:
View tasks in a Board arrangement.
Editing task details on the page
Click on the fields of any task to update it directly from the page.
Drag and drop tasks between columns to update their Status, Stage or Priority (depending on how your tasks are grouped). Hold CTRL on your keyboard to select multiple tasks, or Select All in the column and drag and drop them to desired column.
