The Projects and Tasks Page

The Projects and Tasks page gives you a central view of all projects and tasks in the system. From here, you can view and manage projects and tasks, see aggregated information by department and department category, and filter the list to find the records you need.

The page has four tabs:

• Projects: a list of all projects in the system.
• Tasks: a list of all tasks across all projects.
• Departments: a list of all departments with aggregated task information.
• Department Categories: a list of all department categories with aggregated task information.

On the Projects and Tasks page you can:

• Click + Add to add a new project or task.
• Use the search bar to find projects, tasks, departments, or department categories (depending on the tab) by name.
• Filter the list by RAG status.
• Apply a saved filter to the list. See Save Filters for details about saving filters.
• Click the gear icon to choose the information which displays on each card.
• Click the sort dropdown on the right to change the sort order. You can sort by RAG status, title, task breakdown, owner, functional area, and more.

You also have actions available on each card on the Projects or Tasks tabs. On the Department and Department Categories tabs, click a Department or Department Category card to view a list of tasks and access these actions.

• The action icons allow you to (from left to right):
  • Duplicate a project (Project tab only).
  • View the Headline Status. The icon will be black rather than grey if the project or task has a status.
  • Share the project or task.
  • View and add attachments to projects or tasks.
  • Add a comment to the project or task.
• Select the three-dot icon to access additional actions:
  • Open the project or task in a new tab.
  • Add a comment.
  • Add a sub-task (Tasks tab only).
  • Pin the project or task to MyTrack.
  • Subscribe to updates.
  • Share the project or task.
  • Duplicate the project (Projects tab only).
  • Archive or delete the project or task.

Save Filters

Filters let you narrow the list to the projects, tasks, departments, and department categories you want to see. You can save filters to reuse them without having to set the same criteria each time.

To set and save filters:

1. Click Filters. The Filters drawer opens.
2. Select the filtering criteria.
   • If you set a Task RAG filter using the standalone filter, it will be applied in the Filters drawer as well.

3. Once all filters are set, you can apply the filters without saving or save the filters for future use.

   Once saved, the filter cannot be updated.
   • Click Apply to set the filters on the page without saving them. You can open the Filters drawer later and save the filter at that point.
   • To save the filter, click Save Filters. In the Save Filters modal, add a title and click Save. Click Apply to close the Filters drawer.

Click Saved Filters to view a list of saved filters and select one. You can also click the pencil to edit the name of the filter or click the trash can to delete it.