Navigating the Tasks app

This article will show you how to use different aspects of the Tasks app in Amity.

It covers the following sections:

• Task toolbar
• Display mode
• Change task stage
• Change views

Task toolbar

The task toolbar offers different features that allow for more functionality.


1. Search bar
The search bar allows you to find any task in any account or play.

2. Sort order
You can toggle the sort order of your tasks between 'Manual' or 'Due Date'. This is only available in board mode.

3. Switch display modes
You can switch the task display between board and list modes. and list view. The default display mode is board.

4. Archived and in-progress
You can view your archived tasks anytime by clicking on this button. Clicking on archived tasks allows you to edit or delete them.
There is also a search bar that allows you to find any archived task.

5. Add a task
Click to create a new task.

6. Task sidebar
The task sidebar is a useful panel that displays a concise overview of the task. There is also an option to edit the task.

If an account is associated with the task, an Account tab will appear in the sidebar. Similarly, if a play is associated with a the task, there is a Play tab.

7. Task views
All of the task views appear here. Your own views, as well as team views, are visible.
These views can be edited and deleted from the view's action menu.
Views can be added from the blue plus button at the bottom of the view panel.

Display mode

There are two ways to display tasks: board mode and list mode.

Amity’s default setting for tasks is board mode. In this mode tasks are represented as cards with basic information. The cards are displayed in columns based on their stage.

A task's countdown color and length changes as time goes on. The countdown will start off as green and progress to yellow, then red (if the task becomes overdue).

Below is a list of all the information on a task card.

1. Task progression
2. Number of days since the task was created
3. Task name
4. Action menu
5. Account name
6. Assignee
7. Due date

In list mode, each task is displayed in a row.

Below is a list of all the information on a task in list mode.

1. Completion check box
2. Task name
3. Assignee
4. Account name
5. Due date
6. Tags
7. Action menu

The tasks are organized in the following groups:

1. Upcoming - Tasks that are overdue or due up to 3 days from today.

2. Later - Tasks due more than 3 days from today

3. Backlog - Tasks with no due date.

4. Completed - Tasks that are completed but have not been archived.

In both board and list mode, the background color of a task will change depending on the task's due date. If the task is due today, the background color is yellow. If the task is overdue, the background color will be red.

Change task stage

By default, Amity has the following stages for tasks: 'Not Started', 'In Progress', 'Waiting For', and 'Completed'. To change these default stages to new ones, read the Tasks Administration article.

You can change which stage a task is in using these two ways:

1. Drag and drop the card from one stage to another (in board mode).
   
   
2. Click the action menu of the task, click Edit, and change the stage property (in card or list mode).

Change views

There is a predefined team view (i.e. ‘All tasks’) and personal view (i.e. ‘My tasks’) for each team member. A team member’s view will display only tasks that they are assigned to.

You can create new views or clone existing ones and add criteria to them based on how you want to see your tasks. To learn more about views, check out this article.

Want to learn more?

Read about how to create tasks in Amity and how to manage them.