{"id":"tasks.list-and-filters","app":"tasks","title":"Use the task list and quick edits","summary":"Search, filter, sort and expand tasks in desktop or compact mobile layouts.","url":"https://www.simultem-apps.com/wiki/tasks#list-and-filters","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.list-and-filters","resourceUri":"wiki://tasks/list-and-filters","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02","keywords":["date range","search","status","priority","assignee","canceled","reassign","outstanding","absent staff","completed late","sort"],"sections":[{"title":"Find and update work","steps":["Choose the date range first, then filter/search by unit, title, assignee, company and the other available fields.","Use column sorting to inspect due dates, priority or other supported fields.","Click a status, priority, role or assignee value to quick-edit it.","Expand the row to inspect fields hidden by the responsive layout, comments and attachments.","Verify the saved result or displayed error before moving to another task."],"notes":[]},{"title":"Cover an absent staff member","steps":["Filter today’s outstanding tasks by the absent assignee and review the selected property scope.","Reassign the work through the assignee field or the available bulk assignment action. Verify that the replacement is valid for every selected property and task.","Check the saved assignments, record handover details and review configured staff notifications.","To investigate work completed late, compare the task’s due date with its recorded completion time/history. The Overdue metric counts currently incomplete work; it is not a completed-late report."],"notes":[]},{"title":"Completed and canceled tasks","steps":["Complete work using the task’s status/completion controls and verify its completion timestamp.","Use Canceled to stop a task while preserving history.","Enable Show canceled in table options to inspect canceled tasks.","Review filters if completed tasks disappear from the current view."],"notes":["Canceling keeps the task record. Task completion, cancellation and cleanliness are separate fields."]}],"text":"# Tasks: Use the task list and quick edits\n\nSearch, filter, sort and expand tasks in desktop or compact mobile layouts.\n\n## Find and update work\n\n1. Choose the date range first, then filter/search by unit, title, assignee, company and the other available fields.\n\n2. Use column sorting to inspect due dates, priority or other supported fields.\n\n3. Click a status, priority, role or assignee value to quick-edit it.\n\n4. Expand the row to inspect fields hidden by the responsive layout, comments and attachments.\n\n5. Verify the saved result or displayed error before moving to another task.\n\n## Cover an absent staff member\n\n1. Filter today’s outstanding tasks by the absent assignee and review the selected property scope.\n\n2. Reassign the work through the assignee field or the available bulk assignment action. Verify that the replacement is valid for every selected property and task.\n\n3. Check the saved assignments, record handover details and review configured staff notifications.\n\n4. To investigate work completed late, compare the task’s due date with its recorded completion time/history. The Overdue metric counts currently incomplete work; it is not a completed-late report.\n\n## Completed and canceled tasks\n\n1. Complete work using the task’s status/completion controls and verify its completion timestamp.\n\n2. Use Canceled to stop a task while preserving history.\n\n3. Enable Show canceled in table options to inspect canceled tasks.\n\n4. Review filters if completed tasks disappear from the current view.\n\nNote: Canceling keeps the task record. Task completion, cancellation and cleanliness are separate fields.","related":[{"id":"tasks.details-and-history","app":"tasks","title":"Task details, comments, attachments and transfers","summary":"Keep work evidence and inspect configured history.","url":"https://www.simultem-apps.com/wiki/tasks#details-and-history","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.details-and-history","resourceUri":"wiki://tasks/details-and-history","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.assignees-and-companies","app":"tasks","title":"Assignees, roles and cleaning companies","summary":"Maintain people, responsibilities and property/company mappings.","url":"https://www.simultem-apps.com/wiki/tasks#assignees-and-companies","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.assignees-and-companies","resourceUri":"wiki://tasks/assignees-and-companies","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.effects","app":"tasks","title":"Completion effects, maintenance and delivery review","summary":"Control the downstream effects of completing, reopening or editing tasks.","url":"https://www.simultem-apps.com/wiki/tasks#effects","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.effects","resourceUri":"wiki://tasks/effects","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"},{"id":"tasks.codes-and-columns","app":"tasks","title":"Dropdown values and personal column settings","summary":"Maintain task titles/roles and choose how the list fits your screen.","url":"https://www.simultem-apps.com/wiki/tasks#codes-and-columns","apiUrl":"https://www.simultem-apps.com/api/wiki/v1/articles/tasks.codes-and-columns","resourceUri":"wiki://tasks/codes-and-columns","revision":"2026-11-02.1","lastReviewedAt":"2026-11-02"}]}