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Task Views

Enhance task management with custom views, filters, and fields. Personalize and save views in Productive for efficient workflows.

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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.

Pick between Calendar, Table, List, Board, Timeline or Workload layouts.

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:

📌 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:

  • Open the three-dot menu to the right of the tab name to rename, adjust filters/fields, mark as a favorite, change visibility, duplicate, delete, add to favorites, or get an iCal link.

  • Open the right side menu when editing the tab contents.

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