Quick views
At the top of Tasks, Projects and Payments, a row of chips filters the list in one click, with a count next to each:
- Tasks: All, My tasks, Overdue, This week and High priority.
- Projects: All, Projects at risk and, when there are any, Archived.
- Payments: All, Unpaid invoices and, when there are any, Drafts.
Filter and group
On Tasks, the menus next to the search (on a phone, Filters) narrow the list by status, project, person and priority. The Group menu groups by project, client, person or status, or shows All tasks in one list. List and Board switch the view.
gridOS remembers on this device how you left Tasks and Projects (list or board, grouping and order), so they open the same way next time.
Save a view
- Set the filters you want, for example one person's high-priority tasks.
- Click Save current filters at the end of the chips.
- Give it a name and click Save view.
The view becomes a chip of its own. Click it to apply it again; the × on the chip deletes it. Saved views are yours: the rest of the team doesn't see them. They work on Tasks, Projects and Payments.
Change many at once
- On Tasks, tick the boxes in the list (or press S on a highlighted task). A bar appears to change the Status, Assignee, Due date, Project or Priority of all of them, or to delete them.
- On Clients, Projects and Payments, hold ⌘ (or Ctrl) and click to pick items one by one, or hold Shift to pick a range. On Clients the bar has Mark as inactive and, with two clients picked, Merge; on Payments it has Mark paid.
- Clear undoes the selection.
Favourites
Click the star (Star) on a client, project, task, lead, invoice or team member. Save message in a chat message's menu does the same for a message. Your favourites show in the Starred block on Home; if you don't see it, use Arrange › Add widget. Favourites are personal, too.
Custom fields
The owner and admins can add fields of their own in Company settings › General › Custom fields: Client fields, Project fields and Task fields, for example Segment, Instagram or a contract number.
- Type the field name.
- Choose the type: Text, Number, Date or Dropdown (for a dropdown, type the options separated by commas).
- Click Add.
The fields show in the forms and in the details. Deleting a field removes its values from every record.
Activity
Team › Activity lists what happened in the studio: clients and projects added, tasks done, invoices paid, files uploaded, approvals from clients, people invited or removed, things sent to the trash and settings changed. Use the chips to see one kind only and the person menu to see one person's actions. Click a line to open the item.
Inside a task, History shows only that task's changes. See Tasks: quick add, board and subtasks.