Open Tasks from the left-hand navigation to reach the task summary. The left menu is split into two sections — General (the built-in views) and Teams (one entry per team) — and the top of the table offers an All Tasks / My Tasks toggle to control scope.
Built-in views
Under the General heading in the left menu, use the built-in views to scope the task list by status and due date. Each view shows a count of the tasks it contains:
- Today — tasks with a due date of today.
- Upcoming — tasks with a due date in the future.
- Overdue — tasks whose due date has already passed and that are not yet completed.
- All — every task, regardless of status or due date.
- Completed — tasks that have been marked complete (the Completed tick is set).
Switching views simply changes which tasks are listed; it does not change the columns or your filters.
Teams
Below General, the Teams section lists each team (a User Group that has been set as a team), each with a count of the tasks assigned to it. Selecting a team scopes the table to that team's tasks, so you can see at a glance what each team is responsible for. Which teams appear depends on how your account has set up its User Groups.
All Tasks vs My Tasks
At the top of the table, toggle between two scopes:
- All Tasks — shows tasks across the whole account (subject to the Sharing permissions on each task).
- My Tasks — shows only the tasks assigned to you.
Combine the toggle with a view to narrow your list — for example, My Tasks plus Overdue shows only your own overdue tasks.
Navigating between tasks and their sources
- Click a task row to open it.
- If a task is tied to another object, the Linked to indicator and the Link to action open the source item (Event, Post, or Project).
- To find every task related to a person, open their profile and go to the Tasks tab.
Tips
- Use Today at the start of the day to see what is due, then switch to Overdue to catch anything outstanding.
- Use Upcoming to plan ahead for tasks that are not yet due.
- Switch to My Tasks to focus on your own workload, then back to All Tasks for an account-wide view.