Views, filters & grouping

The Tasks workspace lets you pivot through your firm’s task list using saved views — a bundle of filters, sort, group-by, layout, and visible columns. Set it up once, re-use it forever.

What a view holds

A view holds six things:

Change any of these and the view shows Updated (dirty) — the Save button activates.

The view chrome

Across the top of the workspace:

[My Today ▾] [Updated]    [List] [Board]    [Save] [Save as ▾] [⋮]
─────────────────────────────────────────────────────────────────
[Group: Due date ▾]  [Sort: Priority ↓]  [☐ Show completed]
[Filter: Priority ▾] [Type ▾] [Waiting on ▾] [Assignee ▾] [Status ▾] [Due date ▾]

Switching views

The view dropdown shows:

• My views — views you saved (personal).
• Firm views — views the admin saved for everyone (marked with a “Firm” badge).
• Firm default — the one starred as the firm’s default.

Click any view to apply it. Your current settings are replaced.

Saving

• Save — overwrite the active view with your current settings (you must own the view).
• Save as… — create a new view. Name it, optionally mark it firm-wide.
• The ⋮ more menu has Delete view, Set as firm default (admins only), and Rename.

[Screenshot: Tasks workspace chrome with view dropdown open]

Grouping

Group tasks by one of eight keys:

Empty groups still show as collapsed headers — so you can see your full pipeline shape even if a column has zero tasks.

Sorting

Within each group:

The arrow next to the sort key toggles ascending and descending.

The six filter facets

Filters are multi-select within a facet, AND across facets. Picking Priority = Urgent + High and Type = Prepare means “tasks that are (Urgent or High) AND type Prepare.”

Priority

Urgent, High, Medium, or Low — multi-select.

Type

Any of the 13 task types — multi-select.

Waiting on

Client, IRS, Third party, or Internal — multi-select. (“Not blocked” isn’t a filter option — it’s the default.)

Assignee

Pick from your team. Unassigned is also a choice.

Status

To do, In progress, Completed, or Cancelled. Default views hide Completed and Cancelled.

Due date

Quick presets, multi-select:

Show completed toggle

A separate toggle, outside the filter set — when off, Completed and Cancelled tasks are hidden no matter what filters say. Turn it on to see your historical work.

Choosing what to show on each card

Toggle these in the chrome’s Properties menu:

Strip what you don’t need — the list gets dense fast with 10+ properties. My Today ships with Type, Client, Priority, Assignee, and Due date.

List vs board

List

A vertical list grouped by your group-by. Each row is one line. Hover shows the bulk-select checkbox. Click to open the detail side panel.

Good when:

• You have many groups with few items each.
• You want to scan dozens of tasks fast.
• You’re bulk-selecting.

Board

A horizontal flow, each group as a column. Cards stack vertically inside. Click a card to open the detail panel.

Good when:

• You’re grouping by stage, assignee, or status (visualize the funnel).
• You have moderate task counts per group.
• You want a pipeline feel for tasks specifically.

Cards aren’t drag-and-drop today — switching layouts doesn’t unlock drag-to-move.

Firm-wide vs personal views

When you click Save as, a Firm-wide checkbox lets admins promote a view to the firm catalog. Non-admins can only save personal views.

The firm default is starred in the dropdown. When you first open the Tasks workspace, you start on the firm default (or My Today if none is set).

Common view recipes

”What blocks me from advancing engagements today?”

• Scope: My tasks
• Group by: Engagement
• Sort: Priority descending
• Filter: Status = To do or In progress; Required = on
• Display: Type, Client, Waiting on, Due date

You’ll see one column per engagement, with only the gating tasks visible.

”End-of-day cleanup — what did I close today?”

• Scope: My tasks
• Group by: Status
• Sort: Created descending
• Filter: Due date = Today
• Show completed: on

The Completed column shows everything you closed today.

”Team capacity check”

• Scope: All (admin or owner)
• Group by: Assignee
• Sort: Due date ascending
• Filter: Status isn’t Completed or Cancelled
• Display: Type, Priority, Due date

One column per teammate — see who’s drowning.

”Stage-by-stage progress”

• Scope: All
• Group by: Stage
• Sort: Priority descending
• Filter: Status = To do or In progress; Required = on
• Layout: Board

Visualize the engagement pipeline as a task pipeline.

”All client-waiting”

• Scope: All
• Group by: Client
• Filter: Waiting on = Client

One column per client with outstanding client-side asks. Cross-check with Communications to see who needs a nudge.

Deep-linking

The workspace doesn’t sync view settings to the address bar today — you can’t share a link to “this exact filter combo.” Save it as a view and share the view name with teammates instead.

What gets saved with a view

Each view stores its name, owner, firm-wide flag, plus the full configuration — filters, group, sort, layout, and display properties.

A couple of details worth knowing:

• Filters that reference a team member or stage survive renames. Assure Pro looks them up internally, so renaming a stage doesn’t break the view.
• Filters that reference a deleted assignee or stage are dropped silently the next time you open the view. The view still works — just without the dead reference.

Permissions

Next

• Creating tasks & bulk actions — adding tasks, the detail panel, multi-select.
• Tasks overview — types, statuses, waiting-on states.
• Engagements overview — the origin of most tasks.