The "Tasks" section of Process Bliss lets you see all of the Tasks you have access to. It's split into "My tasks" and "All tasks".

Screenshot of the My tasks list with filters on the left hand side and rows of tasks

"My tasks" shows all of the current Tasks and Steps that are assigned to you, while "All tasks" shows Tasks assigned to your colleagues, as well as ones which have been completed - everything across the Organisation you have the permissions to see.

Here is a video overview to show how it works:

Prioritising and managing your Task list

Process Bliss allows you to organise the Tasks in "My tasks" by setting priorities on Tasks and hiding Tasks that you don't need to see right now.

Towards the right hand side of the screen there's a 'priority' column. Clicking on 'None' on a Task row allows you to set the priority for this Task.

Screenshot showing the menu to set a priority on a task

You can also drag and drop Tasks into the desired priority order by selecting the dots to the left hand side of the Task row and dropping the Task into the right place.

Screenshot showing dragging and dropping of a task to set the exact priority

Selecting the three dots on the right hand side of the Task row lets you change things about the Task. Selecting "Hide until" lets you remove the Task from your Task list temporarily - it will reappear on the date you select.

Screenshot showing the task menu and the Hide until option

Tasks that have been hidden appear by pressing the "Hidden" toggle in the filters on the left hand side of the screen.

Screenshot highlighting the Hidden section in the filters on the left hand side of the screen

Filters

In both views there are filters on the left hand side of the screen that let you refine the list of Tasks that you see. In "All Tasks" you can filter by organisation, folder, Template, due date, Task status, assignee, and who the task was created by.

Screenshot showing the list of filters in All Tasks

You can use these filters to find all Tasks assigned to a certain team or individual within a certain timescale. For more information on this, see our October 2020 Release Notes.

Above the filters there is a "Find on page" box that lets you narrow down the list of Tasks further by typing in the Task name you wish to find.

Screenshot showing the list of tasks filtered to just show marketing related items

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