Task List

The Task List is your control center for all tasks. Use it to scan, filter, and update work without opening each record.

Task list - table view (placeholder screenshot)

What you can do

• See all tasks in one place
• Filter by date, priority, reference type, and assignee
• Mark tasks complete directly from the list
• Jump to related customer or shipment records

Table view

Table view is best for high volume and fast triage.

What you will see:

• Completed checkbox for quick updates
• Task name and status
• Reference Type and linked record
• Priority and Due Date
• Duration (in days)
• Assigned users

Use the built-in column filters to narrow results quickly.

Kanban view

Kanban view helps manage flow by stage.

• Columns: Not Started, In Progress, On Hold, Information, Completed
• Drag a task between columns to update its progress stage
• Completed tasks move to the Completed column automatically

Task list - Kanban view (placeholder screenshot)

Filters and sorting

Use the status buttons at the top:

• Today, Tomorrow, Late, Future, All

Additional filters:

• Priority (Low, Medium, High, Critical)
• Reference Type (Shipment, Shipment Flow, Customer, Personal)
• Assigned user

Toggle Show Completed to include or hide completed tasks.

Filters (placeholder screenshot)

Quick actions

• Click the checkbox to mark a task complete
• Click the task name to open the full Task Details panel
• Use the status filters to focus work for the day

Reference links

If a task is linked to a Shipment or Customer, the reference badge opens the related record. This keeps work and context connected.

Tips and troubleshooting

• Tasks not showing: clear filters or switch to All.
• Overdue tasks: use the Late filter to prioritize.
• Completed tasks missing: turn on Show Completed.