Currently in projects the user can create a custom view (Filter, Group, Sort) and “Save as a new tab”. It would also be nice to have this feature on the My tasks page to be able to quickly switch between different views.
For example, I frequently need to flip between my current tasks and completed tasks. But how I need to view that information is very different, requiring me to change the Filter, Group by, and Sort options each time I switch back and forth.
Being able to save the Filter, Group and Sort options as different tabs along the top of the My tasks page would be a huge time saver.
You can easily get it by creating a rule moving any task assigned to you into a project, and then use that behaviour there I know this is only a workaround but it is pretty decent. I believe it requires a Business/Advanced plan though.
The current configuration of My Task seems to automatically remember the last setting, but it would be nice if we could occasionally choose multiple views, like in a project.
Just want to chime in with my support for this. Sometimes I want to find tasks that are overdue, or just today, or other specific criteria. I can change the filters as needed but as said above it would be nice to have saved views to change them quickly.
It would be helpful not to have to set up My Task view (e.g. sort by start date) every time it’s opened. Projects can have default layout, why can’t My tasks?
Advanced search filters can’t do this either.
We use the due date for publication date - so we either have to use subtasks to break up the steps but it gets a bit laborious. So a start date is helpful, but not if the due date is the default sorting.
Could creating a custome rule work for this? I know that ‘My Task’ default rules also sort by due date but maybe a creating a custom rule could work if you are a Premium user.
for my tasks the view and filter you set will stay for when you visit it next time.
I have just tested this as well and did filter just by “incomplete tasks” and sorted per “created on”. Then I went in doing work in other projects and later came back to My Tasks and the filter was still as before.
Yes thank you, I hadn’t noticed it before but yes it behaved like this for me so I wonder if new or maybe I’m mixing up with something else, so apologies.
Also for the suggestion about - rules. I thought they only affected fields of tasks, not view settings - but I’ll have a look. I tried an advanced search but the sort for that is only due date too.
I know this is only a workaround but it is pretty decent. I believe it requires a Business/Advanced plan though.