Tasks, Built to Act

The redesigned Tasks page shows you what needs attention and lets you handle it on the spot. Cards that filter the list with one click, plus Quickviews, inline actions, saved filters, and color that points you to the work that matters.

We rebuilt Tasks around a new standard. It’s built to act, focused on helping you move work forward, and that runs through the whole page.

You still get the full inventory. Every task, every column, sorted and filtered and exported however you need it, the complete list you’ve always been able to pull. That part hasn’t gone anywhere.

What’s changed is that action now runs through all of it. Anywhere the page tells you something, it gives you a way to do something about it right there, without a trip somewhere else to carry it out.

Open it and it leads with what needs you: Active, My Tasks, High Priority, Overdue. Click Overdue and the list below becomes your overdue work. Check a few rows and the actions are sitting right beside them.

Finding the work and doing the work happen in the same place.

Four numbers that are also four filters

The cards across the top aren’t a dashboard bolted onto a table. They’re the fastest way into your work.

Active is the size of the open list. My Tasks is your own queue. High Priority and Overdue are usually the two that decide how your day goes, and you know both of them at a glance instead of after scanning a column of dates.

Then you tap one and the table becomes that list. The number that flags the problem is the control that isolates it. No panel to open, no query to build, one tap.

Color that points you somewhere

Color does a job on the new page. It’s directional, and it’s there to tell you what needs attention and where a task stands before you’ve read a word.

• Overdue tasks get a bold red date, an Overdue badge, and a subtle red tint across the row. Three signals pointing at the same thing, so you can’t miss it and you don’t need to read the date to know.
• Status is a pill. Outlined green for Active, solid green for Completed.
• Completed tasks are struck through, so they visually step back out of the way instead of competing with live work.
• Priority shows a flag pill only when a task is High. No flag means normal, which means no cell to read.

Green means active. Red means urgency. Neutral means normal. Nothing on the page is colored just to look colored, so a glance down the list tells you where to go next without stopping to read it.Green means active. Red means urgency. Neutral means normal. That’s it. Once color is trustworthy, you stop reading rows and start scanning them.

Bulk actions live where the checkboxes are

This one was a straightforward fix that had been quietly costing everybody time.

The old flow: check some boxes at the top of the page, scroll to the bottom, find the “Pick a task action…” dropdown, choose, Submit. The control that operated on your selection was nowhere near your selection.

Now the mass-action cue sits inline directly above the table, right next to the checkboxes. Select tasks and the actions are already there. Nothing to hunt for, nothing to scroll past, and it’s discoverable for people who never knew mass actions existed in the first place.

Filters that build the view you need

The old panel put twelve dropdowns on screen at all times whether you needed one of them or all of them.

Now you start with Quickviews. Team Tasks, This Week, Completed, and Workflow Tasks are each a single click filter, so the lists you pull up most often are already built and waiting for you.

From there you shape the view yourself. Add a filter and it appears as a plain chip you can read at a glance, like People: created by John Smith or Type: Workflow. Add another and it sits right beside the first, so you can always see exactly what you’re looking at and why the list contains what it contains. Drop one by clicking the x on its chip, and the rest of your view stays put. When you want to start over, Clear all wipes the slate in one button.

Every filter you’ve always had is still here, just out of the way until you ask for it.

One page instead of three

The old design had its own left sidebar with Task Summary, Task Table, and Classic Tasks Report as separate destinations. Summary lived on one page, the list lived on another, and you navigated between them.

They’re one page now. Summary cards and the table together, sidebar gone, horizontal space back where it belongs — on your data. And as we’ve already outlined, the cards are clickable to view the tasks that meet at criteria.

More context, fewer trips

Two small changes that save a surprising number of clicks:

Assignees are avatar chips with initials instead of plain text names. Faster to recognize at a glance, and they handle assignments to a group like Field Crew as gracefully as they handle an individual.

The Project column shows real context. It used to be a bare job code. Now each cell gives you the project number plus the customer and the company on two lines. You can tell which job a task belongs to without opening the project.

The rest of it

Column sorting was already there, and it stays. What’s new is a per-column menu on each header for column options, instead of one separate Columns dropdown governing all of them. Creating a task moved to a prominent green + right beside the Tasks title. Export got split out into its own clear icon, so the two most common things you do to a list — add to it, take it with you — are both obvious.

And the page just looks current. The old screen was a mid-2010s admin panel: thin gray rules, tiny controls, spacing that drifted from section to section. The new one is flat and consistent, with rounded pills, clearer type, and an active highlight on the nav so you always know where you are.

Task management in action – why it matters

Rows got taller and spacing opened up, so there’s a version of this story where the redesign is “we made Tasks prettier.” That’s not what happened.

The old page ended where the information ended. You read it, formed a plan, and then went somewhere else to carry the plan out. The new page closes that gap. The number that flags a problem is the filter that isolates it. The checkbox that selects work sits next to the action that moves it. The color that catches your eye is telling you the truth.

Same tasks. Same data. A page you work in now instead of a page you read.