{"id":295,"date":"2025-01-13T19:13:04","date_gmt":"2025-01-13T19:13:04","guid":{"rendered":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/"},"modified":"2025-01-21T17:56:40","modified_gmt":"2025-01-21T17:56:40","slug":"tasks-overview","status":"publish","type":"question","link":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/","title":{"rendered":"Tasks View"},"content":{"rendered":"<p>The Tasks view in Dashboard Legal provides an alternate view for an individual to see and manage all of their assigned tasks from a single location.<\/p>\n<p>These are the same tasks found within individual Checklists, but this view enables users to quickly assess their current and upcoming workloads and ensure that key deadlines are met.\u00a0 <strong>Note: <\/strong>The <a href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/platform-layout\/\">Organizational Layout<\/a> section of this Help Center provides a comprehensive explanation of Tasks and where they fit within Dashboard Legal&#8217;s project management framework.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Access: <\/strong>The Tasks (&#8220;My Tasks&#8221;) view is located on the left menu just below Boards.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-297\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View-300x194.png\" alt=\"\" width=\"725\" height=\"469\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View.png 1063w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Display: <\/strong>Clicking on Tasks will take you to this page:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-300\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks-300x145.png\" alt=\"\" width=\"1241\" height=\"600\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks.png 1536w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-My-Tasks.png 2048w\" sizes=\"auto, (max-width: 1241px) 100vw, 1241px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Key Features:\u00a0<\/strong>This simple to use page provides the following capabilities to help you keep track of and mange your tasks from.<\/p>\n<p><strong>Task Status Filter:<\/strong> Use the color-coded status bar to filter tasks by their current state. Available statuses include:<\/p>\n<ul>\n<li>To Do<\/li>\n<li>On Hold<\/li>\n<li>In Progress<\/li>\n<li>Abandoned<\/li>\n<li>Done<\/li>\n<\/ul>\n<p>You can easily clear filters using the &#8220;Clear Filter&#8221; option. By default, the Task View is filtered to show only In Progress, On Hold, and To Do tasks so you can quickly identify which tasks\u00a0 require your attention. However, you can click on any of the available status filters to update what&#8217;s shown in the list.<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-304\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Task-Filter-300x199.png\" alt=\"\" width=\"725\" height=\"481\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Task-Filter.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Task-Filter.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Task-Filter.png 858w\" sizes=\"auto, (max-width: 725px) 100vw, 725px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Board Filter:<\/strong> The &#8220;Boards&#8221; dropdown allows you to filter tasks by specific boards, helping you focus on particular projects or clients.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-305\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Boards-Filter-300x135.png\" alt=\"\" width=\"727\" height=\"327\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Boards-Filter.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Boards-Filter.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Boards-Filter.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Boards-Filter.png 1271w\" sizes=\"auto, (max-width: 727px) 100vw, 727px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Display Options:<\/strong> The &#8220;Display&#8221; dropdown offers two organization methods:<\/p>\n<ul>\n<li>By Board (default): Groups tasks under their respective boards and workstreams.<\/li>\n<li>All Items: Sorts tasks chronologically, helping you prioritize based on upcoming deadlines.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-308\" src=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/00-Display-300x112.png\" alt=\"\" width=\"726\" height=\"271\" srcset=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/00-Display.png 300w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/00-Display.png 1024w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/00-Display.png 768w, https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/00-Display.png 1398w\" sizes=\"auto, (max-width: 726px) 100vw, 726px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Task Details:<\/strong> For each task, you can view and manage:<\/p>\n<ul>\n<li>Status<\/li>\n<li>Title<\/li>\n<li>Custom fields (e.g., &#8220;questions,&#8221; &#8220;depo scheduled?&#8221;)<\/li>\n<li>Due Date<\/li>\n<li>Action buttons for quick task management<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>Hierarchical View:<\/strong> Tasks are displayed within their board and workstream hierarchy, providing context for each item.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>New Task Creation:<\/strong> The &#8220;+ New&#8221; button at the top allows you to create new tasks directly from this view and connect it to the relevant Boards, Workstreams, and Checklists.<\/p>\n","protected":false},"template":"","format":"standard","question-category":[12],"class_list":["post-295","question","type-question","status-publish","format-standard","hentry","question-category-checklists"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.11 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tasks View - Dashboard Legal Help<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tasks View - Dashboard Legal Help\" \/>\n<meta property=\"og:description\" content=\"The Tasks view in Dashboard Legal provides an alternate view for an individual to see and manage all of their assigned tasks from a single location. These are the same tasks found within individual Checklists, but this view enables users to quickly assess their current and upcoming workloads and ensure that key deadlines are met.\u00a0 [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/\" \/>\n<meta property=\"og:site_name\" content=\"Dashboard Legal Help\" \/>\n<meta property=\"article:modified_time\" content=\"2025-01-21T17:56:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/assets.bbhub.io\/bna\/sites\/21\/2025\/01\/01-Tasks-View-300x194.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/\",\"url\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/\",\"name\":\"Tasks View - Dashboard Legal Help\",\"isPartOf\":{\"@id\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/#website\"},\"datePublished\":\"2025-01-13T19:13:04+00:00\",\"dateModified\":\"2025-01-21T17:56:40+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":\"1\",\"name\":\"Home\",\"item\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/\"},{\"@type\":\"ListItem\",\"position\":\"2\",\"name\":\"Tasks View\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/#website\",\"url\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/\",\"name\":\"Dashboard Legal Help\",\"description\":\"Just another Bloomberg BNA Sites site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Tasks View - Dashboard Legal Help","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/pro.bloomberglaw.com\/dashboard-legal\/help\/question\/tasks-overview\/","og_locale":"en_US","og_type":"article","og_title":"Tasks View - Dashboard Legal Help","og_description":"The Tasks view in Dashboard Legal provides an alternate view for an individual to see and manage all of their assigned tasks from a single location. 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