How do I view and filter my tasks?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with View Tasks.

Where to find it

Side nav → Tasks

Steps

Open Tasks. By default, the To do and In progress chips are on, so completed and dismissed tasks are hidden.
Select chips to add or remove statuses: To do, In progress, Completed, Dismissed. Several can be on at once; the last one can't be turned off.
Select Filters to filter by Status, Category, or Archive (Active or Archived).
In List view, use the sort button next to Filters: Due soonest (default) or Due latest.
Use the footer to page through and set rows per page.

What happens next

Each row shows a priority and category badge, the Auto badge on auto-generated tasks, the title, the regulatory form name when there is one, "Due <date>" or a red "Overdue: <date>" for past-due open tasks, and a status badge.

Good to know

On a phone, the sort opens as a bottom sheet, and Add Task is a quick action.

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