Using the Global Task List

Learn how to use the global task list to track tasks across all of your projects.

Accessing the Global Task List

The global task list can be found from the Projects Dashboard by clicking the Tasks tab at the top of the screen.

Here you will find all your task lists combined into a single Global Task List.

To learn more about adding tasks, click here.

Viewing and Sorting your Tasks

Within the task lists you will see some basic information displayed for each task, including:

  • Task name
  • Project name
  • Status
  • Number of subtasks due and subtasks completed (i.e. 3/5 and also indicated with a green circle showing your progress until completion)
  • Task assignees
  • Due date
  • Amount of days remaining until the due date

To change the sorting of your tasks, click Sort By and select an option.

There are two options for sorting your tasks:

  • Date: This will sort your tasks chronologically by date, and also break the dates into Past, Today, Upcoming and Later.
  • Priority: This will sort your tasks by priority, in the following order:
    • Priority
    • On Hold
    • In Progress
    • Not Started
    • Done

You can click on any section within the task sorting to collapse it.

Additionally, you can choose to hide or show completed tasks by clicking Sort By, and then toggling Show Completed on or off. If turned on, any tasks marked as Done will be automatically hidden.

You can also filter the global calendar by Folders or Projects, by clicking one of these options and then selecting the Folder Name or Project Name.

To learn more about organizing projects by folders, click here.

Finally, you can choose to filter your task list by user. Click Assigned To and select the user whose tasks you want to view.

Assemble will remember your sorting and hide preferences and display them each time you view the global task list.

Creating a Task

Click Add a Task to enter the quick task creation.

From here, select Assignees, Project, Phase and Due Date.

Click More Options to add notes, start and end date, subtasks, comments and more.

Undefined Tasks

If you add tasks to the task list with no associated project, they will be added to a default project titled Undefined. You can filter by this project in the task list.

Additionally, if you add a task with no date, it will not appear on the calendar and will only appear in the task list.

Deleting a Task

To delete a task, just open the task and click the Three Dot Menu at the top right, then click Delete.

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