The tasks table is the main grid on the Tasks screen. Each row is a task, and the columns summarise its key details. Click any row to open the task.
Columns
- Task — the name/title of the task.
- Due date — the date (and time) the task is due. Drives the Today, Upcoming and Overdue views.
- Completed — a tick to mark the task complete. Completed tasks appear in the Completed view.
- Assignee — the user or team responsible for the task.
- Linked to — a paperclip icon shown when the task is tied to another record (for example a Case, Event, Post or Project). Click the icon to open that record in a side panel.
- Visibility — an icon that indicates when custom Sharing permissions have been applied, signalling the task is not visible to everyone.
- Mentions — icons for any Contacts tagged (with @) in the task name. Hovering or opening the task shows who is mentioned.
- Created By — the user who created the task.
- Created on — the date and time the task was created.
Sorting and managing columns
Above the table, beside Create a task and the All Tasks / My Tasks toggle, are Export, Filter and Sort, followed by the pin and eye icons. At the top right of the table are Refresh data and Toggle Full Screen. For Filter and Export, see Filters & exporting tasks (Document ID: 129). The display controls work like this:
- Sort — click Sort, choose a column under By (for example Due date) and a direction (Ascending or Descending), then click Apply sort. Use Clear all to remove the sort.
- Pin column — the pin icon opens a Pin checklist of every column; tick the columns you want to freeze so they stay in view as you scroll sideways. Select All pins them all and Reset returns to the default.
- Hide column — the eye icon opens Choose columns to hide, the same column checklist, so you can hide or show individual columns. It also has Select All and Reset.
- Toggle Full Screen — the expand icon at the top-right of the table expands the tasks table to fill the window; click it again to return to the normal layout.
Understanding key columns
Linked to
The Linked to column tells you a task did not originate on the Tasks screen — it was created contextually from another record, for example a Case, Event, Post or Project. Click the paperclip icon to open the originating record in a side panel without leaving the Tasks screen; the task also remains visible in that source area.
Visibility
The Visibility column surfaces whether a task has restricted access. When custom Sharing permissions are applied (for example, the task is limited to specific users or groups), a visibility icon appears. With no custom permissions, the task follows the default visibility for the account.
Mentions
The Mentions column lists the Contacts tagged in the task name. There is no separate description field: the Task name box (placeholder "Describe the task") is where you type @ to tag someone. Mentioned Contacts can be People or Organisations and do not need to be SwiftFox users. Every mentioned Contact also gets the task listed on their profile Tasks tab; mentioned users additionally receive a notification.