Managing Tasks

Open Goals & Tasks from the main menu. Choose All, Goals, or Tasks above the left panel, then select an item to see its details. Use Search goals and tasks to find work by name.

Find and Organize Work

Choose a view to start with All work, My tasks, Created by me, or Overdue. These views help you focus on work assigned to you, work you created, or tasks past their due date.

Use the status controls to choose:

• Open: Not started, In progress, and Blocked tasks.
• Done: Completed and Cancelled tasks.
• All: Tasks in any status.

Open Filters to narrow the list by status, assignee, creator, priority, or due date. Due-date choices include overdue work, today, upcoming periods, a specific date, and a date range. Changes apply as you select them. Remove an individual filter using its chip, or use Reset to return to the selected view’s filters.

Use the sort dropdown beside Filters to arrange tasks by due date, priority, title, or last updated. Use the direction control beside it to switch the order, such as soonest due or highest priority first.

Save a View

1. Open Filters and choose the assignee, creator, priority, and due-date filters you want to reuse.
2. Select Save as view… and enter a name.
3. Select your saved view from the view tabs when you need it again.

If you change a saved view’s filters, open its menu and select Save changes to that view. Use Delete view from the same menu to remove a view you no longer need.

Saved views keep the assignee, creator, priority, and due-date filters. Status selections and sorting are remembered separately and apply across views. The claim and lead Tasks tabs use the same filtering and sorting controls, but stay focused on that record and do not include saved-view tabs.

Goals and Subtasks

Use the + beside the search box to create a goal or task. A goal groups related tasks and shows how many are complete. Select a goal to review its progress and connected work.

To break a task into smaller steps, open it and select Add subtask. Subtasks stay with their parent task.

Task Details

Select a task in the left panel to open its details. Here you can:

• Change its title, status, due date, priority, and notification preference.
• Use Brief for the work to be done and Internal for team notes.
• Open the linked claim or lead from Record.
• Add or reassign staff in People and attach supporting files in Files.

To finish a task, open its status menu and select Completed. You can return to it later with Done or All.

Working Together

Use Discussion to share updates and reply to teammates. Type @ and select a task participant to mention them. In People, select available staff, then use Add as… to add collaborators or watchers. For work linked to a claim or lead, choose from the staff assigned to that record.