Tasks & Milestones

The Tasks tab gives you access to tasks and milestones. Tasks tell people what to do – milestones tell them when something is due. Tasks can be assigned to milestones - but they can exist on their own as unassigned tasks. Milestones can have tasks assigned to them - but they can exist without any tasks, simply as a reminder for an important date.

• New task: Creates a new task.
• New milestone: Creates a new milestone.
• All: Use the submenu to create a task from a task template.¹⁾

• In the upper part of the dropdown menu you see existing tags. Choose one to assign it to the currently selected tasks.
• Add tag: Lets you create a new tag and assign it to the currently selected tasks.

• Delete: Lets you delete the currently selected tasks.

• Complete: Sets the currently selected tasks to complete.

• Filter: By setting filters you define which tasks are visible. Proceed from left to right since the content of the second dropdown menu depends on what you select in the first dropdown menu.
• Status: The status filter is independant from the other filter and lets you select only pending tasks, only completed tasks, or both.

• Group by: By grouping you define which aspect of your tasks is taken as a criteria to organize them in smaller groups. Grouping helps you to generate task lists for almost any purpose, so make yourself familiar with this simple but powerful feature.

• Order by: You can order your tasks by one of many parameters. Please note that sorting happens always within a group. In other words the Group by settings (see above) are applied before the Order by settings. A smart combination between the two feautures will optimize your task list - whereas some combinations don't make much sense (i.e. setting Group by and Order by to Due date).

• Show: These four switches control what parameters of your tasks are shown in the task list. While Workspace, Tags and Dates only display the indicated information, Time adds a button at the end of each line that allows you to start the time tracking for this task.²⁾