What is “Task List” & How it Helps You?

A Task List contains the list of tasks of a project or all projects. It is your to-do list task to be completed or monitored.

The following details can be monitored or managed in the task list:

You can

  1. Create a Task or add a task to Task List
  2. View My Task List
  3. View Closed Task List
  4. View All In Progress or Opened Task List
  5. View the status reports of task list
  6. Edit, delete, archive a task or task list
  7. Copy and move a task list
  8. Change the status of a task or task list
  9. Log time on a task from task list
  10. Task List Kanban, Task Group or Calendar view
  11. Change Due Date, Task Type, Estimated Time, Assign To, Priority
  12. Task List Filter
  13. Sorting of Task List
  14. Task List Export
  15. Show or Hide Columns

Add a Task to Task List

  1. Navigate to Left Menu, Click on Tasks
  2. Click on Quick Links>>New>>Task or + icon or + Quick Task button
  3. Type your Task Name and details and click on Save to add a task to task list

View My Task List

  1. Navigate to Left Menu and hover on Tasks
  2. Click on Tasks Assigned to me from the sub menu options to see all the tasks assigned to you

Orangescrum Task List

(Image-1)

View Closed Tasks

  1. Navigate to Left Menu, Click on Tasks
  2. Click on the Closed Status in the status bar as shown in the image

Orangescrum Task List Status

(Image-2)

View All In Progress or Opened Task List

  1. Navigate to Left Menu and hover on Tasks
  2. Click on All Opened from the sub menu options to see all not completed tasks.

View the status report of task List

  1. Navigate to Left Menu, Click on Tasks
  2. On the right side (Ref image-2), you can view how many tasks in New, In Progress, Resolved or Closed or any other statuses if you’re using the custom task statuses
  3. Click on any status will show the status wise filtered tasks

Edit, Delete, Archive a task or task list

  1. Navigate to Left Menu, Click on Tasks
  2. Hover on any task from the list
  3. Hover on three dot icon, click to edit, delete or archive a task
  4. To archive a task list, select multiple tasks or click on the checkbox on the top left of your task list and click on the dropdown arrow
  5. Click on Archive the task list

Note: Multiple delete option is not available. Once you archived multiple or all tasks, then from the archive page, you can delete all your tasks.

Copy and move a task list

  1. Navigate to Left Menu, Click on Tasks
  2. Hover on any task from the list
  3. Hover on three dot icon, click on copy or move to project or move to task group/sprint of a task

Note: If copy a task option is clicked, then the copy task will be created with task name – copy task title format.

 4. To copy or move a task list, select multiple tasks or all tasks and then click on the dropdown icon

 5. Click Copy to Project or Move to project

  • When Copy to Project is selected, all the selected tasks will be copied to other project. The same task will be available in the current project
  • When Move to Project is selected, all the tasks will be moved to another project and selected tasks will be deleted from the current task list.

Change the status of a task or task list

  1. Navigate to Left Menu, Click on Tasks
  2. To change the status of a task, hover on the task
  3. Hover on the three dot icon and change the status of the task from the options
  4. To change the status of multiple tasks at a time, you can select the tasks, click on the dropdown arrow icon and change the status of the task list

Log time on a task from the task list

  1. Navigate to Left Menu, Click on Tasks
  2. Hover on the task and then three dot icon
  3. Click on Start Timer to log time through timer

Or

  1. Click on Time Entry for manual time log for the task

Task List Kanban, Task Group or Calendar view

  1. Navigate to Left Menu, Click on Tasks
  2. To change the task view, click on Kanban, Task Group or Calendar tab at the top of the task list page for the respective view
  3. To change the default task list view, click on three dot icon at the right of the Calendar tab.

Change Due Date, Task Type, Estimated Time, Assign To, Priority

  1. Navigate to Left Menu, Click on Tasks
  2. To change the due date, estimated time, assign to or priority of any task,  navigate to the respective column, and change the due date, estimated time, assign to or priority of the task
  3. To change the Task Type, click on Task Type  to change the task type

Task List Filter

  1. Navigate to Left Menu, Click on Tasks
  2. Navigate to top right corner of the task list page (below the notification icon) and click on filter
  3. The task can be filtered on the basis of
    • Task Creation time
    • Due date
    • Status
    • Types
    • Priority
    • Commented by
    • Created by
    • Assign To
    • Label
  4. You can save a filter for quick view as well. Click here to know more about custom filter.

Sorting of Task List

  1. Navigate to Left Menu, Click on Tasks
  2. Click on any column head to sort Task #, Task, Assign To, Priority, Est. Hours, Updated, Due Date

Task List Export

  1. Navigate to Left Menu, Click on Tasks
  2. Hover on the Export icon (just right to filter icon, below profile icon), click on Export to CSV or Export to PDF

Show or Hide Columns

  1. Navigate to Left Menu, Click on Tasks
  2. Click on , select or unselect columns to show or hide columns
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