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How to Effectively Use the Task Module

Task Statuses​

There are three task statuses: Not Started, In Progress, and Completed.

Completed​

When a task is marked as complete, its status changes to “Completed”.

  • If no planned end date is set: On-Time Completion
  • If a planned end date is set, and the actual completion is after the planned date: Overdue Completion
  • If a planned end date is set, and the actual completion is before the planned date: Early Completion

Not Started​

“Not Started” and “In Progress” are both considered incomplete.

  • Planned start date is set, actual start date is empty, and the planned start date is after today: Not Started
  • Planned start date is set, actual start date is empty, and the planned start date is before today: Not Started (Overdue Start)
  • Actual start date is set and is after today: Not Started
  • Actual start date is set (after today), and planned start date is before today: Not Started (Overdue Start)

In Progress​

  • No planned start or end date set: In Progress
  • No planned start date, but planned end date is after today: In Progress
  • No planned start date, but planned end date is before today: In Progress (Overdue Unfinished)

Task Status in Filter​

  • Incomplete tasks include both Not Started and In Progress

  • All tasks include Not Started, In Progress, and Completed

How to Filter Tasks​

1. Filters in "My Tasks"​

  • Organization: Filter tasks based on whether they belong to an organization or are personal.
  • Status: Filter tasks by whether they have started, are completed, or are overdue.
  • Sort By: You can sort tasks by the following attributes:
    • Priority
    • Last updated time
    • End time
    • Creation time
    • Task owner
    • Associated project
    • Task name (A-Z)
  • Reset Filters: Clears all current filters to start a new filtering process.

2. Filters in Project Tasks​

  • Search: Search tasks within the current project.
  • Show only tasks related to me: View tasks that you own or are participating in within the project.
  • Status: Filter tasks by their progress or whether they are overdue.
  • Filter by task owner: Click a user avatar to view tasks owned by that person.

Sorting Tasks in "My Tasks" List​

Sorting Tasks in Project Kanban or List View​