Task views

Task views display a list of tasks that you have permission to view, allowing you to manage, update, and monitor tasks efficiently. Task views offer customizable options, including filters, columns, sorting, and an optional Gantt chart for visualizing tasks over time.

Configuring task views

You can configure, save, rename, and share task views. These features are described in detail in the Navigating Fusion Online page.

You can create new task views and add them to the navigation menu using the View Manager, accessible from the navigation menu and the action menu within a task view.

Columns and fields

Task fields that can be displayed in columns are described in the task fields documentation.

Filters

Task filters are described in the task filters documentation.

Sorting

Task views can be sorted with up to three levels of sorting. You can sort by any field that is marked as sortable in the task fields documentation.

Updates and bulk actions

Task views allow you to perform quick updates on tasks directly from the view, as well as apply bulk updates when you select multiple rows.

Updates

You can make direct changes to certain fields without leaving the task view:

Task State and Duration: Clicking on the Task State or Duration opens a modal window where you can update the task's state or duration. You can also enter a status comment in the same modal. This feature allows users to efficiently modify task status, duration, and add status comments all from one window.

Assignee: You can reassign tasks directly from the Assignee column.

Task Name: Clicking the task name opens the Task Details view. Use CTRL+Click to open the details in a new browser tab.

Bulk actions

When you select one or more tasks in the view, the following bulk update options become available:

Assign: Allows you to assign the selected tasks to a user.
Update State: Allows you to update the state of the selected tasks.
Bulk Update: Lets you select specific fields to update for the selected tasks.
Add/Edit Link: If exactly two task rows are selected, this option allows you to link the two tasks.
Delete Tasks: Deletes the selected tasks. You can only delete backlog tasks and non-project tasks with this action.

These bulk actions make it easy to update multiple tasks at once, improving efficiency when managing large task lists.

The action menu is available in the Task Name column by clicking the menu icon next to the task name. It provides quick access to additional functionality:

View task details: Opens the Task Details page for the selected task. Clicking on the task name will open Task Details as well.
View task links: Opens the Task Links page for the selected task.
View impact chain: Opens the Impact Chain page for the selected task, helping you understand the task's dependencies.
Add a task link: Add a link to another task. You must have Update Project permission to create or edit links between tasks.
Set Task Priority: This action is available in the menu if the task is assigned to a user and you have permission to update the user's priorities. See the Prioritizing your assignments documentation for more details on how to prioritize assignments.

Gantt chart

Task views support an optional Gantt Chart that displays tasks graphically over time, aligned with the table view. The Gantt chart can be enabled or disabled based on your needs.

Gantt chart features

Zoom: Adjust the time scale for a more detailed or broader view. There's also a button to automatically scale to view all of the tasks on the current page.

Legend: Displays the meaning of colors and shapes used in the Gantt chart.

Tooltips: Hover your mouse pointer over chart elements, like task bars, links, or constraints, to get more information or to find specific actions.

Gantt chart options

Show Assignment Bar: Displays a graphical bar representing the task’s Assignment Start to Assignment Finish. The assignment bar is only visible if the task has an assignee and remaining duration. See the assignment scheduler for more information.
Show Projected Eligible Date: Displays a green triangle indicating when the task is projected to be eligible, based on its predecessor tasks.
Show Resource Dependencies: Displays the resource dependencies for tasks. The resource names will be displayed next to tasks with resource dependencies. See the resource modeling and project scheduler documentation for more information.
Show Task Links: Displays task links between tasks on the current page. If a task links to another task that is not in the current view, the link will not be displayed.