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Tasks Overview

See every open task across your whole team in one place.

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Tasks Overview

Tour the Tasks module — see how to view, filter and prioritise tasks across your team.

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Feature Tour · 4 min
task_altTask List Overview
TASKS — TODAY + New Task Call Sarah re: rescheduling done Send aftercare email — James done Order Bocouture restocks now Review monthly reports 3pm Follow up — Marcus lead 5pm 2 complete · 3 pending · 0 overdue

The Tasks Overview is your mission control for team productivity. See all open, overdue, and completed tasks across every staff member. Filter by assignee, priority, client, or due date. Spot bottlenecks before they become problems and ensure nothing important falls through the cracks.

How It Works
01
Navigate to Tasks → Overview from the main sidebar
02
Use the filter panel to view by assignee, status, or due date
03
Click any task to open the full detail and update its status
04
Sort by due date to see what is most urgently overdue across the team
Key Features
desktop_windows All-Tasks View
desktop_windows Filter by Assignee
desktop_windows Filter by Status
desktop_windows Due Date Sorting
desktop_windows Overdue Flagging
desktop_windows Priority Labels
desktop_windows Client Link
desktop_windows Bulk Status Update
Pro Tips
lightbulb Check the Tasks Overview at the start and end of every working day
lightbulb Colour-code task priorities to make it instantly clear what needs urgent attention
lightbulb Use the overdue filter every morning to identify and reassign tasks that need immediate action