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Task list (Portfolio)

The Task list screen displays in a single table every task of every project of the portfolio. Essential to steer delays and workload across the portfolio.

Reached through the Task list menu of a project portfolio.

Displayed columns​

  • Project — With its color code
  • Title of the task
  • Owner assigned
  • Status — To do, In progress, Blocked, Done
  • Dates — Planned start / end, actual start / end
  • Progress — Percentage
  • Effort — Planned / actual in man-days
  • Parent task — When the task belongs to a work package
  • Tags / custom fields — Depending on configuration

Powerful filters​

  • Period — Tasks active over the chosen horizon
  • Status — Multi-select
  • Owner — See the plan of a cross-cutting contributor
  • Project — Restrict to a few projects
  • Late — Toggle to display only late tasks
  • My tasks — Restrict to tasks assigned to me

Display modes​

  • Flat table — All tasks as a list
  • Grouped by project — One section per project
  • Grouped by owner — Who-does-what view
  • Grouped by status — Kanban-like view

Bulk actions​

Select multiple rows to:

  • Change the owner in bulk
  • Reschedule multiple tasks with the same offset
  • Export the selection

See also​