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Tasks

Customization

Written By Adtaria Support

Last updated 10 months ago

Customize how tasks appear in the list view.

Tasks List View Columns

Control which columns are visible.

  • Go to the Tasks page

  • Switch to List view

  • Click Customize View

  • Toggle columns on or off

  • Close the menu

  • The list updates immediately

Pinned / Saved Views (Tasks)

Saved views let you store custom task views for quick access. Views are created using filters, sorting, and column settings.

  • Go to the Tasks page

  • Apply filters, sorting, and column customization

  • Click Save View or Pin View

  • Name the view

  • Save the view

  • The view appears in the sidebar

Pinned views load the exact configuration that was saved.

  • Click a pinned view in the sidebar to open it

  • Update the view and save changes to modify it

  • Remove a pinned view to delete it from the sidebar

Saved views only affect how tasks are displayed and do not change task data.

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