Organizing Tasks: Navigating the Task Homescreen

You can view tasks in several different ways, but start by clicking Tasks in the left navigation. Here are the core elements of your Task Homescreen:

  1. Search: Use the search bar to search for projects, tasks, notifications, or team members across Moovila.
  2. Profile: This button shows whose tasks you are viewing in the Homescreen. Because you are also able to navigate to your team members’ task lists via the Filter, this is a helpful reminder of exactly where you are.
  3. Quick Filter: Immediately filter down results displayed in projects, Project Detail View, teams, and tasks. As the user types the records displayed are modified to fit filter criteria, and results that match highlight the search term. Additionally, this Quick Filter is available using hot keys Ctrl+F on a PC, or Command+F on a Mac.
  4. Filter Status: The filter criteria that you have applied to your tasks displays here. In this example the Task Homescreen is displaying Default filter settings. When the filter criteria have been altered, a refresh icon appears.


    Click on the Filter icon to limit the displayed tasks by task status, dependency status, risk, priority, start or due date, changed date, completed date, owner, assigner, team, cost code, next appointment, viewing privacy, etc.. Learn more about this functionality in the Filtering section.
  5. View Options: Click to change the way your tasks are displayed. The option shown above is Power Grid Learn more about using these different views in the Selecting a View section. 

    Dashboard

    Calendar

    Thumbnails

    Kanban

  6. Group Options: Organize tasks based upon Due Date, Status, Priority, Owner, Assigner, Team, or Project. Learn more about this functionality in the Sorting section.
  7. Favorites: Long running tasks or those that need a closer eye can be marked as favorites by clicking the "favorites" star associated with that task. Click the Favorites icon in the header to filter down to just those tasks who have been denoted with a star. Click again to view all tasks.
  8. Columns: In Power Grid view the columns can be customized. Click here to add or remove columns from the display. Once added, they can be dragged and dropped to alter the display order.
  9. Workspaces: In Power Grid view, Workspaces may be used to save useful configurations of columns for easy access. Learn more here.
  10. More Options: Print, save or export your Task Homescreen by selecting the corresponding option from this dropdown menu.
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