Filter, group and export tasks

The Action Board gives you three ways to narrow down tasks: quick views, search and the Filter panel. Export PDF and CSV download whatever you're currently looking at.

Quick views

The tabs along the top each come with a count:

• All tasks — everything.
• My tasks — open tasks assigned to you.
• Assigned by me — tasks where you assigned someone.
• Ready for review — tasks in Review, waiting for a decision.
• Overdue — past their due date and not done.
• Due this week — open tasks due Monday to Sunday of this week.
• Unassigned — open tasks with nobody on them.
• Completed — tasks in Done.

Search and Filter

Type in Search tasks to match words in a task's title or notes. Click Filter for more:

• Status, Priority and Category (which includes No category).
• Due date — This Week, This Month, This Year, Later, Overdue, No due date, or your own From and To dates.
• Completed on — This week, Last 7 days, This month, Last 30 days, or a date range.
• Assigned to (including Unassigned), Assigned by and Created by.

Each active filter shows as a chip under the toolbar, with a button to remove it. Clear filters resets the panel. Filters are saved in the page address, so you can reload the page or share the link and get the same view.

Group

In the List view, Group sorts tasks into sections by Status, Assignee, Priority, Category, Due month or Due week, or None. Due month is the default.

Categories

Click Categories to open the list for your workspace. Type a name (e.g. "SEO"), pick a colour and click Add. Rename a category in place. Deleting one keeps its tasks on the board; they just lose the category.

Export

• Export PDF — a status report you can share.
• CSV — one row per task for spreadsheets, with title, status, priority, category, assignees, assigned by, due date, created by, created and completed dates.

Next: Change many tasks at once.