Help Center / Tasks and task boards /
Tasks overview
When you click Tasks in the main menu, you land on the main Tasks page. By default it opens to All tasks, a flat list of every task across your workspace. The left panel is where you jump between your task sets, a set of built-in filter views, and your projects.
The left panel
The left panel of the Tasks page is stacked into three sections, top to bottom:
- Task sets - standalone task boards you create for lightweight work that doesn't need a full project.
- Five built-in filter views - quick lists like All tasks, My tasks, and Today.
- Projects - every project in your workspace, so you can jump into any project's task board from here.
Task sets
At the top of the left panel is the Task sets section. A task set is a standalone task board you create for yourself. Use one for anything that doesn't need the full weight of a project: personal goals, checklists, reading lists, simple to-dos, and so on.
Each task set is a full task board with its own task groups and views, so you can organize tasks into columns and drag them around just like inside a project. Task sets are personal to you, so team members and clients don't see them.
To create a new task set, click the + next to the Task sets heading. To open one, click its name.
Built-in filter views
Below your task sets, the left panel lists five built-in filter views. These don't have a section heading in the left panel. They sit directly under the task sets. Each one pulls tasks from across your workspace using a different lens:
- All tasks - every task across your workspace. This is the default view when you open the Tasks page.
- My tasks - tasks assigned to you.
- Delegated - tasks you've assigned to someone else.
- Following - tasks you're following but aren't the assignee on.
- Today - tasks assigned to you that are due today.
A Project tasks toggle in the toolbar lets you include or exclude tasks that live inside projects. Turn it off if you only want to see tasks that aren't part of any project.
Projects
Below the filter views, the Projects section lists every project in your workspace. Click a project to jump straight to its task board, which shows only the tasks inside that project. Each project task board is independent, with its own default view, columns, grouping, and filters.
For more on project task boards, see Task boards overview.
Task views
A view is how tasks are laid out on the page. Plutio has five task view types (Table, List, Kanban, Timeline, and Calendar), but which ones are available depends on what you're looking at.
When you're on one of the built-in filter views like All tasks or My tasks, you see tasks pulled from across your workspace, and you can switch between four views:
- Table - rows and columns, like a spreadsheet. Good for editing multiple tasks at once.
- List - a compact vertical layout with tasks grouped under collapsible sections.
- Timeline - a horizontal bar chart showing tasks by their start and due dates.
- Calendar - tasks displayed on the dates they're due.
When you're on a task set or a project task board, you get all four of the above plus one more:
- Kanban - tasks shown as cards in columns, grouped by task group (status, assignee, and other fields can also drive grouping). You can drag cards between columns to change that field.
Kanban isn't available on the built-in filter views because they pull tasks from multiple boards at once, and there's no single grouping that makes sense across all of them.
The Today filter is a special case: it always renders as a single-day calendar agenda rather than the Table/List/Timeline/Calendar switcher. See Today view (agenda).
Your chosen view is remembered per section, so you can have All tasks in Table view and your favorite task set in Kanban without switching back each time.
What's on a task
Every task has a title (required), a rich text description, an assignee, a start date, a due date, followers, and a status. Tasks on a board also have a task group (the column the task belongs to on the board). Custom fields let you add your own data to tasks, like priority, effort estimates, client tags, or dropdown categories. See Task custom fields for how to add them.
Opening a task shows six tabs:
- Details - all the fields on the task.
- Comments - discussion on the task, with mentions and file attachments.
- Attachments - files uploaded directly to the task.
- Timesheet - time entries tracked against the task.
- Subtasks - child tasks nested under this one.
- Activities - a log of every change made to the task and who made it.
How tasks connect to everything else
Tasks don't live in isolation. They link to projects, time entries, invoices, and contacts, which means the work you track on a task can flow into the rest of your workspace.
- Projects - a task inside a project shows up on that project's Overview tab, calendar, and files.
- Time tracking - you can start a timer on a task or log hours manually. Tracked hours can later be turned into an invoice line item.
- Invoices - billable time on a task can be pulled directly into an invoice from the timesheet.
- Forms, automations, and inbound emails - any of these can create tasks for you automatically. See Creating a task for the full list of ways a task can start.
