In Productive, you can manage tasks your way by setting up views that display only the information you need. Use filters, layouts, and fields to shape a view that supports your workflow.
Views combine your preferred layout with filters and fields, which allows you to organize your data.
For more information on views in Productive, check out this article here.
Access the Task View Panel
Navigate to the Project management > Tasks to open the task view panel.
There, you can see and edit default views such as My open tasks.
You can also create and personalize new views — either by making changes to the current layout, fields, and filters and saving them, or by selecting Add a view and creating one from scratch.
Customizing Task Views
Changing Layouts
Choose between different task layouts to better organize your tasks.
Add or Hide Fields
Add new or hide existing fields from your view to see information that best fits your workflow.
Group Tasks
Group tasks by various attributes such as Assignee, Status, Service, or Project to get a structured overview of your work.
Sort Tasks
Sort tasks in Ascending or Descending order by various fields.
Apply Filters
Use filters to refine what you see and focus on tasks that match specific conditions.
Save and Share Your Views
Once you’ve customized your view, save it.
Then, you can choose to:
Keep it private for personal use.
Share it with your team for collaborative work.
📌 Note: You can always edit or delete your custom views as your workflow evolves. Don’t forget to save your changes when you're done!
Working with Task Views in Individual Projects
Projects have a tab-based system where each tab functions as a saved view.
Only Project Managers or users with Add, edit, and delete projects permission can:
Add, pin, unpin, rearrange, rename, duplicate, or delete tabs.
Change tab visibility (public or private).
Staff users and Coordinators can:
Create private tabs visible only to themselves.
Use shared tabs without modifying them.
Editing a Task Tab
To edit the task tab:












