Introduction

In this article, we will explore how to effectively use the All Tasks screen in order to manage tasks within a group. When users become part of a group, they may not see all the tasks in the My Today screen unless they have been specifically assigned those tasks. However, they can still access and view all the tasks in the All Tasks screen. Let's dive in and learn how to make the most of this feature.

Adjusting the View

In the All Tasks screen, you have the flexibility to adjust the view according to your preferences. There are two main ways to do this:

  1. Adjusting the Column Headers: You can easily modify the view by clicking into any of the column headers and typing in the desired information. Alternatively, you can also drag and drop the group column header, or any other column header to the top. This action will group the tasks together based on the selected column.
  2. Nesting Groups: Another useful feature is the ability to nest groups together. This allows you to see different counts for each group and get a better overview of your tasks. To nest groups, simply drag and drop one group onto another. This will create a nested group structure, making it easier to organize and manage your tasks.

Combining Grouping and Filtering

In addition to grouping tasks, you can also combine this feature with filtering to further refine your view. The All Tasks screen allows you to filter tasks based on various criteria such as containing, not containing, starting with, ending with, equal to, or not equal to specific values.

For example, let's say you want to see all the tasks in a particular group that contain the word "meeting" in their description. You can easily achieve this by applying a filter on the group column and selecting the "contains" option. Then, enter "meeting" as the criteria. This will instantly filter the tasks and show only those that meet the specified criteria.

Conclusion

The All Tasks screen is a powerful tool for managing tasks within a group. By adjusting the view, nesting groups, and combining grouping with filtering, you can effectively organize and prioritize your tasks. Whether you need to see tasks assigned to you or tasks within a specific group, the All Tasks screen provides the flexibility and functionality to meet your needs.

So, next time you find yourself overwhelmed with tasks, remember to utilize the All Tasks screen and make the most of its features. Happy task management!