The Task List

Overview

The task list is the main hub for viewing and managing every task in your practice. It displays KPI summary cards, a searchable and filterable table, and tools for bulk actions, CSV export, and saved views.

KPI Summary Cards

Four cards appear at the top of the page: Total Tasks, Completed, In Progress, and Overdue. Use the comparison dropdown in the top right to compare against a previous period: vs previous month, vs previous quarter, vs same month last year, or No comparison.

Table Columns

The table shows the following columns by default:

Status — badge showing the current status
Priority — icon and label (Low, Normal, High, Urgent)
Title — the task name
Type — badge such as General, Tax Return, or Annual Accounts
Client — the linked client name
Assignees — avatars of assigned staff (up to three, with a +N overflow)
Due Date — relative date, coloured red if overdue or amber if due within three days
Created — when the task was created

Any custom fields defined for the task entity also appear as additional columns.

Searching and Filtering

Type in the Search tasks... box to filter by title. Use the faceted filter buttons to narrow results by Status, Type, and Priority. You can also set a date range to show only tasks within a specific period.

Saved Views

Click the view selector to save the current combination of column visibility, pinning, sort order, and active filters as a named view. You can share views with your team, set a default view, update an existing view, or delete one.

Bulk Actions

Tick the checkboxes on the left of one or more rows to reveal the bulk action bar:

Create Invoice — generate an invoice from the selected tasks
Change Status — set all selected tasks to a chosen status
Change Priority — set all selected tasks to a chosen priority
Export CSV — download the selected rows as a CSV file
Reassign — replace existing assignees with a single staff member
Delete — delete the selected tasks (hold Shift and click to skip the confirmation prompt)

Row Appearance

Rows change appearance based on status. Blocked tasks show a red left border. Completed tasks appear dimmed. Cancelled tasks appear dimmed with strikethrough text.

Keyboard Shortcut

Press N from the task list to open the create task page.

What's Next?

Creating Tasks — learn how to create a new task
Task Detail Page — view and edit an individual task
Keyboard Shortcuts — see all available shortcuts

Table Columns

The table shows the following columns by default:

Status — badge showing the current status

Priority — icon and label (Low, Normal, High, Urgent)

Title — the task name

Type — badge such as General, Tax Return, or Annual Accounts

Client — the linked client name

Assignees — avatars of assigned staff (up to three, with a +N overflow)

Due Date — relative date, coloured red if overdue or amber if due within three days

Created — when the task was created

Any custom fields defined for the task entity also appear as additional columns.

Bulk Actions

Tick the checkboxes on the left of one or more rows to reveal the bulk action bar:

Create Invoice — generate an invoice from the selected tasks

Change Status — set all selected tasks to a chosen status

Change Priority — set all selected tasks to a chosen priority

Export CSV — download the selected rows as a CSV file

Reassign — replace existing assignees with a single staff member

Delete — delete the selected tasks (hold Shift and click to skip the confirmation prompt)