Finding Tasks
There are four ways to get to the tasks you need, from the quickest to the most reusable.
| You want to… | Use |
|---|---|
| Open one task you know | Its key or link |
| Find a task by words in it | Search |
| See a slice of a team's board | Filter and sort |
| Come back to the same slice, or give it to the team | A saved view |
Opening a task by key
Every task has a stable key, such as BE-14: the team's prefix and a number. The key is part of the task's address, so a link to a task is safe to paste into a discussion or a document and keeps working when the task is renamed or moved to another status.
Search
Open Search with the magnifier at the top of the sidebar. It is a full-text search across the workspace: tasks by title and description, and the knowledge base. Narrow the results by type to see only tasks.
Search finds only what you are allowed to see. A task of a private team you are not on does not appear in the results.
Filter and sort a board
A team's board can show a slice of itself. The controls are in the board's header.
Filter adds conditions:
| Filter by | Notes |
|---|---|
| Assignee | One or several people. Me means whoever is looking |
| Project | Tasks that belong to a project |
| Label | One or several labels |
| Priority | Critical, High, Medium, Low |
| Status | The team's workflow states |
| Milestone | Tasks attached to a milestone |
A condition matches any of the values you pick, so "assignee is Ann or Ben" is one condition. Several conditions narrow each other: assignee and label and project.
Sort orders the cards in every column by Priority, Updated, Created or Estimate, in either direction. The default is newest first.
What is applied stays visible. The active conditions sit as chips under the controls, so a board that looks empty explains itself. The count of archived tasks beside a column follows the filter too.
The board stays live while filtered: a card that someone changes into your slice appears, and one changed out of it leaves.
A filtered board is a link. The filter and the sort are part of the page address. Bookmark it, paste it into a message, or keep it open in a second tab.
Saved views
A view is a filter and a sort kept under a name.
- Set the filter and the sort you want.
- Open the View menu in the board's header and choose Save as view….
- Give it a name and choose who it is for.
| Kind | Who sees it |
|---|---|
| Private | Only you. Nobody else can see that it exists |
| Public | Every member of the team |
The board's header always says what you are looking at: the view's name, Custom once you have changed a filter by hand, or Default board when nothing is applied.
Changing a filter while a view is open leaves the view: the header switches to Custom and you can save the result as a new view. A saved view itself stays as it was, which is what makes it safe to share.
A view of "my tasks" for the whole team
Save a public view with the assignee set to Me. It keeps Me, not your name, so everyone who opens it sees their own tasks through the same view.
Where views are listed
- Team → Views lists that team's views: yours under Private, the team's under Public, each with its owner. Open a row to load the board with that view.
- Views in the sidebar gathers the views of all the teams you can see, one group per team.
You can delete your own views. A workspace admin can delete a public one.
A view survives what it names. If a label or a project used in it is deleted later, the view still opens and simply finds nothing for that condition.
Tasks that are yours
For the tasks assigned to you across all teams, you do not need a filter: My Work in the sidebar lists them. See Home, My Work & Inbox.