Tasks Tab Navigation

Why This Matters?

Tasks are assignments given to a specific user to complete a particular action or piece of work. They can be created for yourself or assigned to another user and added to Task Lists to help organise and prioritise outstanding work.

Using Tasks provides a clear way to keep track of work that needs to be completed, who is responsible for it, and what still requires attention. This helps the team stay organised, supports effective follow-up, and keeps work moving through the practice.

• Start on the Task Tab screen.

• • For navigation, see Communication Segment.
    
    

Sections

• Kanban View
• List View
  
  

Kanban View

• Kanban View: A visual workflow layout that uses columns and movable cards to help teams track task progress and manage workload at a glance. For details, see Kanban View Sub Tab Navigation.
  
  

List View

• List View: A structured, text-based layout that displays tasks line-by-line in rows and columns, making it easy to sort, filter, and review large amounts of detail at once. For details, see List View Sub Tab Navigation.