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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.

Tasks — List

Features Overview

Features Overview

Columns

ColumnContent
Date / StartDue date of the task, or date and start time of the round
TaskThe title of the task or the name of the round
Duration, Property, Rounds, CPRound details: duration, property, number of runs and checkpoints (scanned/expected)
StatusThe current status — editable directly in the row for tasks
AssigneeThe assigned person — editable directly in the row

Use the columns button to reveal additional columns: End date, End, Priority, Categories, Done (30d) (fulfilment rate of recurring tasks), and Created by (tickets from customers carry a customer indicator there). These are hidden by default.

Inline Editing

Change title, date, status, and assignee — and, when shown, priority and categories — 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 assignee, priority, due date, or status for all selected tasks at once, mark them as done, or delete them.

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; the space bar opens the focused task. 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.

The Sidebar on the Left

The left sidebar carries the main filters of this page: the switcher between List and Coverage, the Type section (All · Ticket · Routine · Routes) and the quick filters Route, Categories and Properties. One click filters right away, a second click removes the filter again; the magnifier searches long lists. The full description is on Tasks & Routes.

More Filters in the Header

The time filter tabs (All / Overdue / Today / This Week) sit above the table. The filter button additionally shows the filter row — there you narrow down by type (All / Tasks / Routes), priority, category, and date range. Without a selected range, the list shows the last 7 days; tasks without a due date count by their creation date.

Use the export button to download the list as PDF or CSV, or set up a recurring delivery via "Schedule export"; the active filters are applied (requires the Export round evaluation permission).

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 round evaluation permission. Contact your administrator if you do not have access. :::

ActionPermission
See tasksView tasks
See round logsView round evaluation
Edit inline (status, date, etc.)Edit tasks
Create a taskCreate tasks
Delete tasks (multi-select)Delete tasks
Export the listExport round evaluation