This guide will outline how to use the search options and different viewing options in the task feed.

a: Recently viewed: click on the arrow to filter different ways to bring up the Tasks in your task feed. The different views include:

Generally, most people will keep their view on Today’s Tasks.

Open tasks are also a popular filter. This shows all open tasks allocated to you.

b: Pinned: By pinning a layout you make it the default while loading a page

create a new Task. (URL Link)

d: Change the view: Tasks can be viewed using different views, click on the arrow to select another view. The options are (see below):

• Table
• Kanban
• Split view

Table

Kanban – in this view you are able to drag the task from one field to another.

Please note: the 3 different views all contain the same information and it is up to the individual to choose which view they wish to use.

e: Refresh: hit this icon to refresh and update the current list. (Adding new tasks, removing completed tasks)

This searchbar has limited functionality and you cannot search assigned Tasks, name and due dates. It is recommended to search using the above filters.

Each morning you will be emailed an overview of your overdue Tasks, and that day’s tasks.