Tasks
This guide walks through each screen in the Tasks menu of the Projects module: Task List, Task Kanban.
Task List
Where to find itProjects → Tasks → Tasks → Task List
How to use Task List
- 1Open Task List
In the Projects module, open Tasks in the green navigation bar, then choose Task List under Tasks.
- 2Review the list
The list shows these columns: Task, Status, Start Date, Due Date, Priority. Use the search box and filters at the top to narrow it, and click any row to open the record.
Task Kanban
Where to find itProjects → Tasks → Tasks → Task Kanban
How to use Task Kanban
- 1Open Task Kanban
In the Projects module, open Tasks in the green navigation bar, then choose Task Kanban under Tasks.