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Task List View

Manage tasks in a traditional table format.

Using List View​

Navigate to Tasks → All Tasks

Table Columns​

ColumnDescription
TitleTask name (click to open)
StatusCurrent status
AssigneePerson responsible
Due DateDeadline
PriorityHigh, Medium, Low
CategoryTask category
CreatedCreation date

Sorting​

Click column headers to sort:

  • Click once for ascending
  • Click again for descending
  • Sort by any column

Filtering​

Use the filter bar to narrow results:

Quick Filters​

  • My Tasks — Tasks assigned to you
  • Overdue — Past due date
  • Due This Week — Upcoming deadlines

Advanced Filters​

  • Status
  • Assignee
  • Priority
  • Category
  • Date range
  • Tags

Bulk Actions​

Select multiple tasks for bulk operations:

  1. Check boxes next to tasks
  2. Click Bulk Actions
  3. Choose action:
    • Change status
    • Assign to person
    • Set priority
    • Delete

Creating Tasks​

  1. Click Add Task
  2. Fill in details:
    • Title (required)
    • Description
    • Assignee
    • Due date
    • Priority
    • Category
  3. Save

Task Details​

Click a task to see full details:

Overview Tab​

  • Title and description
  • Status and priority
  • Assignee and due date
  • Linked controls
  • Linked documents
  • Linked risk assessments

Comments Tab​

  • Team discussions
  • Activity log

History Tab​

  • Change history
  • Audit trail

Exporting​

Export task list:

  1. Apply desired filters
  2. Click Export
  3. Choose format (CSV, Excel)
  4. Download

Best Practices​

  1. Use filters — Focus on relevant tasks
  2. Sort by due date — Prioritize deadlines
  3. Bulk update — Efficient for multiple tasks
  4. Export regularly — For reporting and backup

Next Steps​