Tasks — List
The list view is the working view of the "Tasks & Routes" workspace: a mixed table of tasks and round logs. You edit tasks directly in the row, while round rows open the corresponding log.
Features Overview
Columns
| Column | Content |
|---|---|
| Task | The title of the task or the name of the round |
| Status | The current status — editable directly in the row for tasks |
| Due date | The due date — editable directly in the row |
| Created by | Who created the task; tickets from customers carry a customer indicator |
Inline Editing
Change status and due date directly in the table without opening the task: click into the cell and select the new value. The change is applied immediately.
Multi-Select & Bulk Actions
Select multiple tasks using the checkboxes — an action bar appears at the bottom edge, letting you change status, priority, or assignee for all selected tasks at once.
Keyboard Control
The list can be operated entirely by keyboard: use J/K to jump between rows, X to select, and further shortcuts to change status, priority, or assignee. Press ? to display the overview of all keyboard shortcuts.
Manual Sorting
Drag tasks to the desired position via drag & drop. When dropping, you choose whether the new order applies permanently or only for today.
Round Logs
Round rows show the completed (or missed) round with its status. Clicking opens the log as a sidebar with the details of the run.
Filters & Search
The time filter tabs (All / Overdue / Today / This Week) sit above the table. In the left panel you filter by type (tasks/routes), property, and route; for round logs an additional date range filter is available.
Good to Know
:::tip Note
- Every change to a task is automatically recorded in the task's change history.
- Round rows are evidence records and therefore not editable inline — they are only displayed and opened. :::
Permissions
:::info Permission To use this page, you need the View tasks or View reports permission. Contact your administrator if you do not have access. :::
| Action | Permission |
|---|---|
| See tasks | View tasks |
| See round logs | View reports |
| Change status/due date inline | Edit tasks |
| Create a task | Create tasks |