How do I switch between the list, board and calendar views?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with View Tasks.
Where to find it
Tasks → view toggle (List view, Board view, Calendar view)
Steps
- Board view shows columns To do, In progress and Completed with counts. Drag a card to another column to change its status. Select a card to open it.
- Calendar view shows tasks as all-day events on their due dates. Use Month, Week, Day or Agenda, and the previous and next arrows. Select an event to open the task.
- Switch back to List view at any time; your status and category choices carry across views.
Good to know
- Dismissed tasks have no board column. If only Dismissed is selected, every column is empty; use List view.
- On a touch screen, press and hold a card briefly before dragging; a quick swipe scrolls the board.
- Board and Calendar have no sort control.
- With no status chosen, Calendar shows every status, including Completed.
Troubleshooting
"Couldn't move task" means the drag didn't save, and the card returns to where it was.
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