New Tasks List View - Teamwork.com Support

⏳ The new tasks List view is in early release for all Teamwork.com accounts.

What	Create, view, and manage tasks from a project's List view.
Why	Capture all work to get a clear picture of what you (or your team need to get done). Update tasks in real-time as you work using the floating actions toolbar. Track all work to get a clear picture of what you (or your team) need to get done.
Who	Site admins (in the owner company) can view and manage all tasks on all projects. Site admins (in external companies) can view, create, and manage all tasks on projects they're a member of. Project admins and can view and manage all tasks on projects they're an admin on. Standard users, client users, and collaborators with the project permission: View tasks (grants users view-only access to the project's task-based views: List, Table, Board, Gantt) Standard users and client users with the project permission: Add tasks (allows users to create new tasks, edit tasks they create or are assigned to, and edit unassigned tasks) Edit all tasks (allows users to edit tasks assigned to other users)
When	Anytime you need to update key task data or complete work.

What	Create, view, and manage tasks in the new look and feel tasks List view in your projects.
Why	Update key work data as projects progress to increase visibility and provide context. Track all work to get a clear picture of what you (or your team) need to get done.
Who	Site admins (in the owner company) can view and manage all tasks on all projects. Site admins (in external companies) can view, create, and manage all tasks on projects they're a member of. Project admins and can view and manage all tasks on projects they're an admin on. Standard users, client users, and collaborators with the project permission: View tasks (grants users view-only access to the project's task-based views: List, Table, Board, Gantt) Standard users and client users with the project permission: Add tasks (allows users to create new tasks, edit tasks they create or are assigned to, and edit unassigned tasks) Edit all tasks (allows users to edit tasks assigned to other users)
When	Anytime you need to update key task data or complete work.

Before you start

To use the List view, the List feature must be turned on in a project's settings.

We're currently rolling out a List view redesign. You might see a New List View toggle option in List view's top right to switch between versions. Toggle aside, know which version you're using by checking the task properties:

Legacy List view: When you hover over a task, individual task property icons appear directly on the task's right. If this is what you see, switch to our legacy List view page.

New List view: When you hover over a task, a floating action toolbar appears on the task row's far right. If this is what you see, keep reading this page.

Navigate to List view

Click Jump to in Teamwork.com's main navigation menu.
Search for and select a project.
Select List from the project's navigation menu. The List tab might be hidden under the More... option.

Tasks are grouped by their associated task list.

Option	Purpose
Search	Find tasks based on assignee or task name.
Tasks	Toggle between your assigned tasks and all tasks.
Filter	View tasks based on their applied tags. Select one or multiple tags — tasks using any of the selected tags are returned.
Add task list	Create new task lists. This depends on your project permissions.
Options	Click the ellipsis () in List view's top right to access: Bulk edit tasks Post tasks via email Import tasks Manage task templates When in the All lists view, additional options include: Reports Collapse / expand all task lists Reorder task lists 📝 Options in this menu are dependent on your project and profile permissions.

Option	Purpose
Search	Find tasks based on assignee or task name.
Tasks	Toggle between your assigned tasks and all tasks.
Filter	View tasks based on their applied tags. Select one or multiple tags — tasks using any of the selected tags are returned.
Add task list	Create new task lists. This depends on your project permissions.
Options	Click the ellipsis () in List view's top right to access: Bulk edit tasks Post tasks via email Import tasks Manage task templates When in the All lists view, additional options include: Reports Collapse / expand all task lists Reorder task lists 📝 Options in this menu are dependent on your project and profile permissions.

Task lists

Use List view's left navigation panel to switch between task lists.

All lists: A single view of all active task lists, aka task lists with active tasks.
Individual: View a specific task list.
Completed task lists: Task lists with no active tasks and have not been pinned open.
💡 Click and drag a task list heading to a new position in the left navigation panel to reorder.

An active tasks count is displayed beside All lists and each individual active task list heading. The counts in the Completed task lists section refer to completed tasks only.

Task list options

Manage individual task lists from the task list options menu.

Click the ellipsis () on a task list name's right.
Select one of the options outlined below.

Option	Purpose
Edit list	Edit the list's properties (name, notes, privacy, defaults)
Move or copy	Move the list to another project or copy the list (within the current project or to another).
Reorder tasks	Reorder the list's tasks by start/due/creation date, assignee, priority, name, or estimated time. New tasks added after sorting is applied are added to the bottom of the list. Sorting must be applied again to include these. Reordering tasks updates the tasks' order for all project members.
Bulk edit tasks	Bulk modify, move, copy, complete, or delete the list's tasks. This depends on your project permissions.
Templates	Hover over Templates to access: Manage task templates Add tasks from template Save as template 🔑 Templates are available to site admins and users with permission to manage task templates.
Reports	Hover over Reports to access: Task list report — export the list's tasks in a PDF, Excel, or CSV file.
Advanced	Hover over Advanced to access: Post tasks via email Pin this list — keeps the list visible (i.e. it won't auto-complete once all tasks are complete).
Delete	Delete the task list (including its tasks). 📝 Deleted items can be restored from the project's trash can up to 30 days from deletion.

Option	Purpose
Edit list	Edit the list's properties (name, notes, privacy, defaults)
Move or copy	Move the list to another project or copy the list (within the current project or to another).
Reorder tasks	Reorder the list's tasks by start/due/creation date, assignee, priority, name, or estimated time. New tasks added after sorting is applied are added to the bottom of the list. Sorting must be applied again to include these. Reordering tasks updates the tasks' order for all project members.
Bulk edit tasks	Bulk modify, move, copy, complete, or delete the list's tasks. This depends on your project permissions.
Templates	Hover over Templates to access: Manage task templates Add tasks from template Save as template 🔑 Templates are available to site admins and users with permission to manage task templates.
Reports	Hover over Reports to access: Task list report — export the list's tasks in a PDF, Excel, or CSV file.
Advanced	Hover over Advanced to access: Post tasks via email Pin this list — keeps the list visible (i.e. it won't auto-complete once all tasks are complete).
Delete	Delete the task list (including its tasks). 📝 Deleted items can be restored from the project's trash can up to 30 days from deletion.

Tasks

Active tasks are visible by default in List view's main section and an active tasks count is displayed beside each task list's name.

A completed tasks count is displayed in each task list's top right.

Click the completed tasks count to switch to only viewing the list's completed tasks. Click the remaining count to return to the active tasks view.

💡 Click the filter button in List view's top right and select Incomplete + completed tasks to view all of the list's tasks together. See the Filter section on this page.

Subtasks

Tasks with existing subtasks display a count on the task's left indicating the number of subtasks. Click the chevron (

) on a task's left to view its subtasks.

📝 Subtasks cannot be created when List view has active filters applied.

Estimated versus logged time

A roll up time count is displayed in each task list's top right:

Estimated time total across the task list's active tasks.
Logged time total across the task list's active tasks.

Hover over the counts to view an additional time breakdown:

Logged time: Total time tracked against the task list's active tasks.
Billable: Billable proportion of the task list's logged time.
Remaining or over: Estimated time - logged time.

Filter tasks

Use advanced filters ( Image Placeholder

) to refine the tasks you want to view.

📝 Activating filters changes List to a single-level stacked view: all tasks and subtasks are treated as individual tasks, displayed without indentation and nesting.

Filter	Purpose
Assignees	View tasks assigned to specific project members. Select one or multiple people — tasks assigned to any of the selected people are returned.
Dates	View tasks whose start or end dates fall within a specific range. Choose a default period (anytime, late, yesterday, today, or tomorrow) or set a custom date range.
Tasks status	View tasks based on their completion status: incomplete tasks, completed tasks, or all tasks.
Priority	View tasks based on their priority level: any, none, low, medium, or high.
Tags	View tasks based on their applied tags. Select one or multiple tags — tasks using any of the selected tags are returned.
Boards	View tasks based on their associated board column. Select one or multiple columns — tasks in any of the chosen columns are returned.
Additional options	Only tasks with unread comments Hide subtasks

Filter	Purpose
Assignees	View tasks assigned to specific project members. Select one or multiple people — tasks assigned to any of the selected people are returned.
Dates	View tasks whose start or end dates fall within a specific range. Choose a default period (anytime, late, yesterday, today, or tomorrow) or set a custom date range.
Tasks status	View tasks based on their completion status: incomplete tasks, completed tasks, or all tasks.
Priority	View tasks based on their priority level: any, none, low, medium, or high.
Tags	View tasks based on their applied tags. Select one or multiple tags — tasks using any of the selected tags are returned.
Boards	View tasks based on their associated board column. Select one or multiple columns — tasks in any of the chosen columns are returned.
Additional options	Only tasks with unread comments Hide subtasks

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