Simplify your task management by using filters, adding fields, and creating personalized views that fit your workflow. For more information on views in Productive, check out this article here.
Getting Started
Access the Task View Panel
Navigate to the global Tasks section and open the task view panel.
There, you’ll find default views like My open tasks or My overdue tasks, along with any custom views you've saved.
You can also create new views based on your needs.
Customizing Your Task List
Apply Filters
Group Tasks
Change Layouts
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.
Remember, 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
When managing task views within a specific project, you can choose to make your views either private (for personal use) or public (visible to the entire team).
To change a view's privacy settings:
Open the views dropdown.
Click the three-dot menu next to the view name.
Select Edit.
From here, you can adjust the view’s privacy by checking or unchecking the "View is visible to anyone" option.
