Task priorities widget on Home
Task priorities is the table in the main area of Home that lists your tasks for today or this week. You can choose which tabs it shows, which view it opens on, how it sorts, and which tasks stay pinned at the top.
At a glance
| Item | Details |
|---|---|
| What it is | A task table on Home with tabs, sorting and pinning |
| Where to find it | Home > Overview > Task priorities |
| Who can use it | Anyone who can open Home. Creating tasks from it is limited to Admins and Team Leads |
| Plan | No plan limit |
How to open the table settings
- Click the … menu on Task priorities.
- Choose Task tabs, Default view or Sorting. Each opens the Customize task table dialog on that tab.
- Make your changes. They apply and save instantly.
- Click Done.
The same menu has Create Task and the Show option for Today / This week. Anyone who is not an Admin or Team Lead sees “Task creation is restricted to Admins and Team Leads only. Please contact your administrator.”
Task tabs
The table has six tabs, shown in this order by default:
| Tab | Notes |
|---|---|
| Recent | The “All” tab; its label is Recent |
| Today | |
| Overdue | |
| Upcoming | |
| No Due Date | |
| Pinned | Your pinned tasks |
In the dialog you can reorder or hide tabs. At least one tab must stay visible.
Default view
Under Open the table on, choose Whichever I used last, Assigned to me or Assigned by me. You can switch between Assigned to me and Assigned by me on the table itself at any time.
Sorting
Pick Sort by: Default order (due date, soonest first), Task Name, Project, Due Date, Priority or Status. Then pick Ascending or Descending. Pinned tasks always stay on top. The Pinned tab lists the most recently pinned task first.
How to pin a task
- Hover over the task in the table.
- Click the pin icon (Pin task).
Click it again (Unpin task) to remove the pin. You can pin up to 25 tasks. At the limit you see “You can pin up to 25 tasks. Unpin one to pin another.” With nothing pinned, the tab says “No pinned tasks yet. Hover over any task and click the pin icon to keep it here.”
Reset to default
Reset to default asks “Reset the task table to its default settings?” It resets tabs, sorting and default view only. It does not change which widgets are on your page.
Example
Priya works across several projects. Priya sets Default view to Assigned to me, sorts by Due Date ascending, and pins the three tasks in focus this week. Each morning the table opens on Priya’s work with those tasks at the top.
Best practices
- Keep the Pinned tab for current focus work, because the cap is 25 and pinned tasks stay on top of every sort.
- Set Default view to Assigned to me if you rarely follow up on others, so the table opens ready to work.
- Hide tabs you never use. At least one stays, and you can bring the rest back from the dialog.