– The main task screen

This is a post which explains screens and functions of my site

Once you drilled into a project (or a project was shared to you), you see the main screen with the tasks (list entries). It consists of the following areas:

  • The top section where you switch between task, calendar and chat view and have a menu icon for some project-wide functions (e.g. export) – at the top right.
  • The main project title with share and search options.
  • The row of lists within this project – by default there is one list called “To do”, which can be renamed of course.
  • The section to add a new task. Shortcuts are possible (see keyboard shortcuts on a desktop). If you previously used tags, these will be listed – click a tag to add it to a new task.
  • The icon ” bubble”, which expands to show several icons when clicked: Here you can set the following (always valid for the current session):
    • Show only favourites
    • Switch between “Show only open tasks” or “Show also completed tasks”
    • Switch to “focus” mode, meaning that distracting screen elements will be displayed less prominently.
    • Extend all tasks to show details and metadata
    • Define sorting parameters and direction
  • On the right there is an icon to refresh the screen – This icon is normally not active and can be clicked only when someone else changed something meanwhile in this list (then it will rotate)
  • The actual list of tasks (entries). Details of a task are expanded if you added or updated that task just before; or click on the arrow-down icon to expand a task’s details. The edit icon is always visible on desktops; on mobile only for the last added or updated task. Use the task menu to edit it.

In the bottom row of a task you will see a series of icons, depending on the additional attributes which were set when editing a task.

At the very bottom you see a summary section with some statistics. Below it, you can (and should) change your name if needed. The little wrench icon opens a settings dialog.

I suggest that you open this screen on a laptop/desktop at least once and hover over the individual items/buttons/elements with your mouse. There are a lot of explanation texts being displayed on mouse-over which you won’t see on a mobile phone or a tablet.

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This article was written by Frank

Corporate Banking expert at and occasional hobby website creator...

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