To-do Tasks / 15

Views, tabs, filters and columns

How to arrange the Tasks screen so you only see what matters to you.

3 minutes
Product screenshot: Views, tabs, filters and columns
Step by step

How to complete views and filters

  1. 01

    Choose the view

    Switch between List and Kanban with the header buttons.

    Step 1: Choose the view
  2. 02

    Use the tabs

    All, Active (Pending and In progress), Overdue and Done, each with its count.

    Step 2: Use the tabs
  3. 03

    Search by text

    Type in Search; the list filters instantly.

    Step 3: Search by text
  4. 04

    Open the filters

    The filter button shows Priority, Category, Due from, Due until and Only mine. Clear filters resets them.

    Step 4: Open the filters
  5. 05

    Choose columns

    In the columns button, Visibility section, tick Assignee, Status, Priority, Due date, Category, Link, Reminder or Created. Name is always shown.

    Step 5: Choose columns
  6. 06

    Review what is done

    The Done tab shows only completed to-dos.

    Step 6: Review what is done

What you'll learn

  • How views, tabs, filters and columns works inside Perfour.

  • What information you need and how it stays connected to To-do Tasks.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Are my columns saved?+

Yes, in your browser and per project.

What does Only mine measure?+

To-dos where you are an assignee.