The Tasks Grid, standalone tasks and attached tasks
Finding your work used to mean opening checklists one at a time. Tasks is a new screen in the left-hand navigation that lists one row per task across every checklist you can see, plus the one-off jobs that belong to no checklist at all — so you can sort it, filter it and work it without opening anything. Work a task without leaving the grid Click the chevron on any row and the task opens in a side panel: its controls, its assignees, its due date, its tags, its comments and its activity — the same task you would see inside the checklist, behaving the same way. Answer a Members control and the dynamic assignments it drives change hands. Answer a Date & Time control and the due dates anchored to it move. Send Email, Linked Checklist, Data Set-linked dropdowns and sub-tasks all work from here, and completing a halt task releases everything held up behind it. Filters and saved views Narrow the list by template, by assignee and by status — all eight statuses, including Complete, Not Applicable, Snoozed and Halted. Five views are built in (All Open Tasks, All Due Tasks, My Open Tasks, My Due Tasks and Snoozed Tasks). Save your own filters as a view, keep it to yourself, give it to particular people or groups or publish it to the team, and set the one you want to land on. Standalone tasks Not every job belongs to a process. Raise a standalone task from the + menu with assignees, a due date, a description, subtasks, files and tags, and it appears in the grid alongside everything else. Attach it to a running checklist and it is worked there, counts towards that checklist's progress and shows up on its activity feed — detach it and it carries on as a one-off. Its tags stay with it either way. Snoozing and bulk actions Snooze a task to take it off your own grid until you want it back; nobody else's grid changes. Select several rows to snooze or reassign them together. It keeps itself up to date The grid does not go stale while you are looking at it. Completions, due dates, reassignments, comments and files all land without a reload, checklists started anywhere on the team bring their tasks in as they are created, and conditional logic stays in step in both directions — a rule that fires on somebody's checklist page shows or hides the same tasks here, and a rule fired from the side panel reaches their checklist page. Tags Tasks carry their tags in a Tags column, and you can tag one from the side panel or as you create a standalone task. Tagged tasks are listed on the Tag Page alongside tagged checklists and library items. For administrators Which checklists' tasks somebody sees is decided by your existing checklist permissions, so the grid shows people exactly what Reports already shows them. Creating a standalone task needs Task.Creator, attaching one to a checklist needs Task.Attacher, and sharing a view needs Tasks.View.Creator. Full documentation: https://docs.checkflow.io/docs/tasks/overview
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