Before you start
- Sign in to the intended workspace with access to Tasks.
- Wait for the task list and its filters to finish loading.
Who can follow this: King, Agency owner, Agency administrator, Workspace administrator, Workspace member.
Follow these steps
Use Studio in your desktop browser. Labels below match the controls in the app.
Saved views
Choose My tasks, Today, Upcoming or another view to set the starting list.
Filter tasks
Use the search and available Stage, Priority, Project or Assignee filters to narrow the list.
Layout
Choose Table, Board, Timeline or Calendar to inspect the same work in a different layout.
What you should see
The task view is narrowed to the work you want to inspect. Switching views does not complete or move tasks.
If something gets in the way
A task seems missing.
Choose All in Saved views and clear active filters. Completed and Snoozed are separate saved views; workspace and record permissions still apply.
The page says you are offline.
Reconnect before making changes. The page pauses changes while offline; do not treat a stale list as current.
The page says your administrator is finishing an update.
Check back after the update is complete. This state does not mean your tasks were deleted.
Stay in control
- Dragging a card or changing a task status changes real work. Those actions are outside this viewing guide.
- Do not create demonstration tasks in a customer workspace without authorization.