How do I use filters effectively?

Combine filters for sharper insight:

  • "Overdue" + employee = X → what has X let slip?
  • "Today" + client = Y → what needs to happen for Y today?
  • "No deadline" with no further filters → what still needs to be planned?

Filters stay active until you manually clear them via the X to the right of the filter strip.

Related

More on tasks.

Where do I find the tasks page?

Open Tasks in the sidebar. At the top you see two tabs: Workload (the active task list or kanban) and Overview (aggregat…

How do I manually create a new task?

Click + New task in the top-right. Fill in: - Title (required) - Client — link the task to an active client - Owner — t…

How do I filter tasks by deadline?

At the top is the deadline-filter strip: Overdue, Today, This week, This month and No deadline. The badge next to each f…

How do I filter by client or employee?

Next to the deadline filters are two dropdowns: Client and Employee. Pick one or more values to update the list instantl…

What is the difference between list, kanban and calendar view?

List — flat sortable table, quick to scroll, ideal for bulk actions. Kanban — columns per status (Open, In progress, Wa…

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