Card view vs list view
You can switch between the two layouts using the icons in the top right corner of the task list.
Card view shows each task as a card with the customer name, a snippet of the task description, priority, and date. Clicking a card opens the task inline — the timeline and task detail appear to the right without leaving the queue. This is the default view and works best for day-to-day task handling.
List view shows tasks as rows in a table. Each row displays: Customer, Priority, Owner, Status, Category, Description, Title, Risk Score, and Created date. This view is better for getting across a large number of tasks at once, comparing statuses, or doing bulk actions.
The two views show the same tasks in different layouts — however, to resolve a task, you must be in Card View.
Bulk actions (list view only)
In list view, you'll see a Bulk action button in the top right. Select tasks using the checkboxes on the left, then use bulk action to update status, owner, priority, category, or due date across all selected tasks at once. A confirmation modal appears before anything is applied.
The tabs
The tabs at the top of the Task Manager are saved filter configurations. They let you build and bookmark your own views of the queue.
My Tasks and All Tasks are built-in and can't be deleted:
My Tasks shows only tasks where you are the owner or a collaborator, filtered to New and In Progress by default.
All Tasks shows every task in the company, subject to your portfolio access.
Creating a custom tab
Click the + button next to the existing tabs. In the modal that appears:
Give the tab a name
Set your filters — status, priority, category, owner, due date, user status, and more
Once saved, the tab appears in the tab bar. Your filters and column configuration are remembered across sessions.
Deleting a custom tab
Hover over any custom tab to see the delete option. If you delete the tab you're currently viewing, the view switches back to My Tasks automatically.
What's Coming Next
UI for sharing and setting global tabs directly from the tab bar
Ability to customise which columns are shown per view
Editing the filters of a saved tab in place (currently you need to create a new tab and delete the old one)
Organising tabs into folders — drag tabs to group them. Deleting a folder turns its tabs into loose tabs without deleting them