Скачать или смотреть Dashboard - Quick overview

In this video I'll give a very quick summary of the main features of our task dashboard to get you started.

The task dashboard is where you manage all of your tasks. It can be found by clicking on the tab at the top of the far left column.

The dashboard is our unique combination of a Kanban board and task listing.

Tasks are organised into columns representing the workflow states - snoozed, to do and done.

You can click on the header of any column to bring it to the foreground and even expand it to full width view to make better use of screen space.

Tasks can be added through the task adder at the bottom of the screen. You can access this by clicking on it or using the keyboard shortcut Ctrl-Enter. Simply type the title of a task and press enter. Or you can press shift-enter after the title to add a more detailed description of the task.

Clicking on a task will reveal the full task view where you can interact with the task directly.

You can drag tasks between the columns to change the workflow state.

If your to do list is in 'manual sort' mode, then you can also drag tasks to change their order.

You can click on the avatar at the left of a task and select multiple tasks. This will reveal the batch edit menu at the top of the screen which allows you to perform actions on many tasks at once.

You can also drag multiple tasks at once to change their order or workflow state.

One unique and very powerful aspect of the task dashboard is what we call the context filters at the top of the dashboard. These allow you to filter the tasks to a specific context such as a client or project or assignee or even a combination of these.

If I clear the context entirely - that is I choose "Everyone" in the staff filter, and enter nothing in the search box, I will see all tasks for all assignees in the current workspace.

If I choose a specific assignee then the tasks are filtered to only show those assigned to that person. I can also choose a client or project and further filter my task listing. All of these filters can be set via keyboard shortcuts. Ctrl-U, Ctrl-F

Note that if you add a task while in a specific context, then the new task will automatically acquire all the attributes of that context such as assignee, client, project, even labels. Effectively each different context acts like a unique board of tasks. This allows you to quickly navigate between projects or staff and create any number of views of your tasks.

Finally, you can start a timer on any task by hovering your mouse over the task and clicking on the start button to the right.

There are many more power features that we'll explain in other resources. You should now be able to get started capturing your tasks and tracking their workflow.