Available on all Teamwork.com plans.
Feature overview
What
The Tasks view in the Everything area displays active tasks from all projects you have access to in a structured list layout. Use it to review, manage, and complete work in one place.
Why
  • See active tasks from multiple projects in one organized view.
  • Manage day-to-day work in a structured list grouped by task list.
  • Search, sort, and filter tasks to focus on the right work.
  • Update task details, complete tasks, bulk edit tasks, and export task lists when needed.
Who
  • All users with access to projects in your site.
  • Your permissions determine which projects and tasks you can view or edit, and which actions are available.
When
Use Tasks view when you want to manage active work in a structured list across projects.
  • Example: Review and complete your assigned tasks for the day.
  • Example: Check the status of active tasks across multiple projects.
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Best for
Tasks view is best for day-to-day task management, reviewing assigned work, and progressing tasks through completion in a structured list.
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Before you start

The Everything area shows items from all projects you have permission to access.

Tasks view shows active tasks in a structured list grouped by task list.

Your permissions determine:
  • Which projects and tasks you can view.
  • Which tasks you can edit or complete.
  • Whether you can use actions such as bulk editing, exporting, logging time, or adding comments.

Quick start

  1. Click Everything in the main navigation and select the Tasks tab.
  2. Expand the task lists you want to review.
  3. Use search, filters, sorting, or the task toggle to focus on the right work.

Once the list is set up, you can review, update, and complete tasks directly from the view.

What you can do in Tasks view

Tasks view allows you to manage active tasks across multiple projects in one place.
  • Review tasks from all accessible projects.
  • Expand and collapse task lists to focus on specific work.
  • Mark tasks as complete directly from the list.
  • Search, sort, and filter tasks to narrow your view.
  • Edit task details from the list or open the full task details panel.
  • Bulk edit tasks to update multiple tasks at the same time.
  • Export tasks for reporting or sharing outside Teamwork.com.

You can manage tasks in this view the same way as within a project, with access to the same task details and actions.

Use the Tasks view


Understand the layout

Tasks view displays active tasks in a structured list grouped by task list. This layout makes it easier to review work, understand task context, and progress tasks across projects.

Expand and collapse task lists

Use the expand and collapse controls beside each task list to show or hide its tasks.

This helps you focus on specific areas of work and reduce visual clutter when reviewing large sets of tasks.

Complete tasks

Mark tasks as complete directly from the list using the checkbox beside each task.

Completing tasks helps keep work organized and ensures progress is reflected across your projects.

Edit tasks

Update task details directly from the list without opening the full task view.

Hover over a task and click the edit icon to open a quick edit panel where you can update fields such as assignee, dates, priority, and other task details.
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Click a task name to open the task details panel, where you can view and update full task details, including logging time, adding comments, uploading files, and managing other task information.

Available actions depend on your permissions.

Search tasks

Use the search field to quickly find specific tasks in the list.

Search by task name or keywords to narrow down results.

View your tasks or all tasks

Use the toggle in the header to switch between viewing your assigned tasks or all tasks you have permission to access.

This helps you focus on your own work or review work across your team.
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Sort tasks

Use the sort menu in the header to organize tasks by the field most relevant to your workflow.

You can sort tasks by options such as:
  • Start date
  • Due date
  • Date added
  • Project
  • Priority
  • Company
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Filter tasks

Use the Filter panel to narrow the tasks shown in the list.
  • Priority
  • Custom fields
  • Project
  • Date created
  • Assigned users or followers
  • Tags
  • Date
Use filters to focus on specific tasks, such as overdue work, tasks assigned to one person, or tasks from a particular project.
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Bulk edit tasks

Select multiple tasks to update them at the same time.

Use the more options menu (three dots) to access bulk edit and apply updates across multiple tasks.

Bulk editing is useful when you need to quickly change fields such as assignee, dates, or priority.
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Export tasks

Export tasks from Tasks view for reporting or sharing outside Teamwork.com.

You can export tasks to formats such as PDF, Excel, or Google Sheets.
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View task context

Tasks view helps you understand where work belongs without leaving the list.

  • Task list
  • Project
  • Company context
  • Task status and related task details shown in the list
Use Tasks view when you want a structured, completion-focused way to manage active work across projects.

Limitations

  • You only see tasks from projects you have permission to access.
  • Some actions may be restricted depending on your permissions.
  • Tasks view is designed for structured list management, not spreadsheet-style analysis.

Common use cases

  • Review your active tasks for the day.
  • Work through assigned tasks across projects.
  • Check progress on active task lists across teams or clients.
  • Filter and sort tasks to focus on the highest-priority work.

Best practices for Tasks view

  • Collapse what you do not need: Hide task lists you are not reviewing to reduce clutter.
  • Use filters first: Narrow the list before reviewing or editing large volumes of work.
  • Sort intentionally: Use sorting to bring the most relevant tasks to the top.
  • Complete tasks as you work: Keep progress up to date so the list stays accurate.
  • Use bulk edit when needed: Save time when you need to update multiple tasks at the same time.

Get more from Tasks view

  • Daily task management: Review, update, and complete work across projects from one list.
  • Cross-project visibility: Stay on top of active work without opening each project individually.
  • Faster prioritization: Use search, filtering, and sorting to focus on what matters most.
  • Operational efficiency: Manage large sets of active tasks more efficiently from a single view.