Tasks in Table View
Availability: Legacy Free, Legacy Professional, Legacy Business, Legacy Enterprise; Unavailability: ; |
Availability: Free, Team, Business, Enterprise, Pinnacle. ; Unavailability: ; |
From Table view you can:
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Change task attributes: assignee, status, and start and due dates.
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Add custom field values for specific tasks.
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Copy the task permalink.
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Delete tasks.
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Duplicate tasks.
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Save as a blueprint.
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Rename the task's title.
To choose a status from the current workflow:
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Double-click on the Status column 1 in the task's row.
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Select a different workflow status from the list 2.
Alternatively
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Right-click on a task or click on the three-dot button 1 next to the task’s title.
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From the menu, hover over the Change status 2 and select the type of workflow status from the list 3.
Note
If you don’t see the Status column, to add so:
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Click on the Fields option 1 in the toolbar and click on the toggle button 2 next to status to add the column.
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Alternatively you can add the status column by clicking on the + Add column button 1 and enabling the toggle button next to status 2 from the drop-down.
To choose a status from a different workflow (custom workflows are available on Business and Enterprise accounts):
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Right-click on the task's row or click on the three-dot button 1 next to the tasks's title.
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Hover over Change Status 2.
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Select and hover over the type of custom workflow 3 from the menu.
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Click on the appropriate task status from the list 4.
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Right-click on the task's row or click on the three-dot menu button 1 next to the task’s title.
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Click Delete 2 from the drop-down menu.
The selected task is moved to the Recycle bin.
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Right-click on the task's row or click on the three-dot menu button 1 next to the task’s title.
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Select Copy link 3 from the drop-down menu.
The task's permalink is copied to your clipboard.