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. Each card also shows a task type label and an icon reflecting the latest activity on the task — the icon of the last action, or, if the task has no actions, the icon of the last event type (an email, call, SMS, promise to pay, or a generic task). 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 columns such as Customer, Priority, Owner, Status, Category, Description, Title, Risk Score, and Created date. You can choose which columns are shown, change their order, and sort by any column. Amount columns are also available — Tasks Due, Tasks Overdue, and Task Total Balance, plus the equivalent amounts at customer level — so you can prioritise tasks by the money attached to them. 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.
Filters
All active filters are visible in the filter bar. This includes the built-in filter on My Tasks that limits the tab to tasks where your role is owner or collaborator — it appears like any other filter and can be edited or removed. If the tasks you see don't match what you expect, check the filter bar first: the answer is usually an active filter.
Use the reset button to clear your filters back to the tab's defaults. Reset works the same way in both card view and list 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. This role filter is visible in the filter bar and can be adjusted like any other filter.
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
Choose who can view the tab — everyone in your organisation, or only you
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.
Shared and personal tabs
Every custom tab has a visibility setting, shown as Who can view this tab in the tab's settings:
Your organisation — everyone in the company can see and use the tab. Use this for team-wide views such as a shared emails inbox, a calls-to-do queue, or a workflow tasks view, so the whole team works from the same definition.
Only me — the tab is personal and visible only to you. Use this for views built around your own workload and preferences.
Shared tabs are a good way to standardise how the team works: instead of everyone building their own version of the same view, one person sets it up once and shares it with the organisation.
Editing a tab's settings
Open Tab settings on any custom tab to change it after it's been created. From there you can rename the tab, switch it between shared and personal, and adjust its filters, then click Apply changes. There's no need to delete a tab and rebuild it just to change what it shows.
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.