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Tasks in Table View

Table 9. Availability - Legacy plans


Overview

From Table view you can:

Change task status

To choose a status from the current workflow:

  1. Double-click on the Status column 1 in the task's row.

  2. Select a different workflow status from the list 2.

Tasks_StatusChange_1.png

Alternatively

  1. Right-click on a task or click on the three-dot button 1 next to the task’s title.

  2. From the menu, hover over the Change status 2 and select the type of workflow status from the list 3.

Tasks_StatusChange_2.png

Note

If you don’t see the Status column, to add so:

  • Click on the Fields option 1 in the toolbar and click on the toggle button 2 next to status to add the column.

    Tasks_EnablingStatus_1.png
  • 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.

    Tasks_EnablingStatus_2.png

To choose a status from a different workflow (custom workflows are available on Business and Enterprise accounts):

  1. Right-click on the task's row or click on the three-dot button 1 next to the tasks's title.

  2. Hover over Change Status 2.

  3. Select and hover over the type of custom workflow 3 from the menu.

  4. Click on the appropriate task status from the list 4.

table-tasks.png

Delete a task

  1. Right-click on the task's row or click on the three-dot menu button 1 next to the task’s title.

  2. Click Delete 2 from the drop-down menu.

The selected task is moved to the Recycle bin.

Copy task permalink

  1. Right-click on the task's row or click on the three-dot menu button 1 next to the task’s title.

  2. Select Copy link 3 from the drop-down menu.

The task's permalink is copied to your clipboard.

table-tasks-1.png
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