How to create a personal task list?

Question

Accepted Answer

A personal task list is a collection of tasks that you display according to your own conditions (for example: “my tasks in this project”, “tasks for today”, “tasks with label X and incomplete checklists”).

This method is useful when you need to create a separate tab with your own set of filters.

This approach can be used with different task views: Gantt, Kanban, and others. In this example, we will look at the setup for the table view of tasks.

Step 1. Open “All Tasks”

You can do this in a separate project or across the entire account.

Step 2. Customize the list to your needs:

Choose sorting
Customize the table columns for your workflow
If needed, apply task grouping
If needed, set up a filter

Step 3. Save the settings as a personal “view”

After applying the filters, a green indicator1 will appear on the tab. Click it and select “Save to new view”2.

A new tab with the applied filters will then be created. Enter a name for this tab and press Enter.

Done: you now have a separate tab with your personal task list (that is, with saved filters and view settings).

How to update or reset a saved view

If you change the filters on a saved tab, click the green indicator and choose:

save to this view
save to new view, or
reset to saved view (discard the new filters).