Task overview

The task overview displays the state of a task in a chosen period. In contrast to the task board, you will also be able to see the tasks that have already been completed.

Filtering is possible by relation and period, and via the column headers on the state of each subtask. The color of the dots indicates the status of the main task and of each subtask.

State: To do
 State: In progress
 State: Done

If you place the arrow on a gray or orange dot, you will see the deadline for the subtask and the person to whom the subtask has been assigned.

If you hover above a green dot with the arrow, the date on which the subtask was finished is shown too.

The 'date done' can also be displayed directly on the overview with the 'Show date done' switch. The green dots will then be replaced by the date that the tasks were finished.

You can also organize the tasks by date if you click on the column header. For example, you can show your VAT returns in the order that the documents were delivered.

Batch operations

If you select one or more tasks yhe button 'Batch operations' will become active.

You can adjust the status of a subtask for a selection of tasks like this. If it is a subtask of the type "automated email", you can send the mail for all those relation files. For example, you can send the mail for all VAT tasks to request the documents. Other operations will be added to this in future releases.