Summary: Good task management starts with quickly finding the tasks that matter right now. This guide shows you how to navigate the Tasks layout, apply filters from the top bar, sort your list, and clear filters again.
1. Navigating the Tasks layout
The Tasks page has a left-hand sidebar that separates your personal workload from company-wide tracking.
The sidebar groups your tasks into expandable categories:
- Assigned to me: only the items assigned to you. View everything at once or narrow down by due date: All, Overdue, Today, Tomorrow, Upcoming, or No due date.
- Created by me: the tasks you created and assigned to colleagues or teams, with the same due date views: All, Overdue, Today, Tomorrow, Upcoming, or No due date.
- All tasks: for broad oversight. This menu splits into All, Overdue, To do, and Completed.
The columns adapt to your view: the overview adjusts its columns based on what you select. Under Assigned to me, the list shows a Created by column. Under the broader All tasks views, the list shows an Assigned to column instead, so you always see who is responsible at a glance.
2. Sorting tasks
To reorder your list without changing your filters, click the Sort icon (a calendar sheet with arrows) on the far left of the filter bar. You can sort your tasks in four ways:
- Due date (oldest first): the closest deadlines and overdue tasks at the top.
- Due date (newest first): the deadlines furthest away at the top.
- Task name (A-Z): alphabetical.
- Task name (Z-A): reverse alphabetical.
3. Using the filter bar
The filter bar sits above your main task list. Selecting a filter opens a dropdown panel where you pick your options and confirm.
Due date filter
Clicking this option opens a panel with two parts:
- Presets on the left: quick options such as This week, Next week, Next 30 days, Past 3 months, or No due date.
- Calendar on the right: click any date in the calendar, or type dates into the MM/DD/YYYY text boxes, to set a custom date range. Click Apply to run the filter.
Status filter
Check or uncheck the status boxes to show only open tasks (To do), only finished ones (Completed), or both at the same time.
Created by filter
To see tasks based on who created them, the Created by menu has a built-in search box. Type a name to bring up matching colleagues, complete with profile pictures and initials. Select one or more people, then click Apply.
Tags filter
To track tasks that belong to specific projects or recurring themes, open the Tags menu. Use the search bar to find and select tags from your network (such as Christmas, KPI, or Financial).
4. Clearing active filters
As soon as you change any filter away from its default, a Clear filters button lights up on the far right of the top bar.
- Click Clear filters to remove all filters at once and return to the full list view.
- Or use the Clear option inside an individual filter panel to drop just that one filter while keeping the others active.
Still stuck?
Email us at support@speakap.com with your network name, the filter or view you are using, and a screenshot, and we'll help you out.