Task Views, Filters and Bulk Actions
The Tasks page shows every Task across all your Projects. Pick a view that fits how you work, filter down to what matters, and change a batch of Tasks at once.
Pick a View
Section titled “Pick a View”Use the four view buttons next to the search bar.
| View | What you get |
|---|---|
| Project View | Tasks grouped under their Project, sorted by Project name. Done Tasks sit at the bottom of each Project. |
| Compact Table | One table of all Tasks with Task, Project, Status, Priority, Assignee, Due Date and Cost columns. Click a column header to sort. Drag rows to set your own order. |
| Status Order | Tasks grouped by status. Switch Group by to Priority to group them that way instead. Use Expand All and Collapse All to open or close every group. |
| Compact Card | A grid of small cards. Sort by Priority, Status, Due Date or Name, and pick cozy or comfortable spacing. |
hrglass remembers your view for next time.
In Project View, a Project where every Task is done moves to its own section at the bottom of the page.
Search
Section titled “Search”Type in Search tasks… to match a Task’s name, description, assignee, Project, Client or due date.
Filter
Section titled “Filter”Click Filters to narrow the list. The button shows how many filters are on. Click Clear all to reset them.
| Filter | Options |
|---|---|
| Assignment | All tasks or My assigned tasks. hrglass remembers this one. |
| Status | Any of your Task statuses. |
| Priority | High, Medium or Low. |
| Invoice Status | Uninvoiced, Partially Invoiced or Invoiced. |
Every option shows how many Tasks it matches.
The Invoice Status Filter
Section titled “The Invoice Status Filter”Use it to find work you haven’t billed yet.
- Uninvoiced: nothing on the Task has been billed.
- Partially Invoiced: some of it has been billed, like a deposit on a Fixed Cost Task.
- Invoiced: fully billed.
Non-Billable Tasks never show up under these options. The filter only shows if you can see financial data in the workspace.
The Needs Billing Badge
Section titled “The Needs Billing Badge”On a Team plan, workspace owners may see a Needs billing badge on some Tasks. It means a member who can’t see financial data created the Task, so it has no billing type yet. Open the Task and choose one. See Task Billing Types.
Change Many Tasks at Once
Section titled “Change Many Tasks at Once”- Check the box next to each Task. To grab everything on screen, check Select all visible.
- Pick an action from the bar:
- Change status to…
- Change priority to…
- Archive hides the Tasks. Bring them back from Archived Tasks at the top of the page.
- Delete moves them to Deleted Items. You have 30 days to restore them.
- Confirm if hrglass asks.