Viewing and filtering tasks
Learn how to use different view modes, filters, and groupings to organize your checklist and focus on specific tasks.
Your checklist has multiple view modes and filters to help you focus on what matters right now.
Plan requirement: Pro plan
View modes
Switch between different views at the top of your checklist:
- Checklist - The default list view with all your tasks
- Timeline - Tasks arranged chronologically
- Calendar - Tasks shown on a monthly calendar (powered by FullCalendar)
Filter options
Filter tasks to focus on specific subsets:
- All - Every task
- Today - Tasks due today
- This week - Tasks due this week
- This month - Tasks due this month
- Done - Completed tasks
Viewing by category
Switch to the category view to see tasks grouped by wedding area (Venue, Catering, Flowers, etc.). This is great for focusing on one area at a time.
Viewing by assignment
See tasks assigned to specific team members or filter to see just your own tasks.
Tips
Start your day with "Today" filter. See exactly what needs your attention right now.
Calendar view for the big picture. Use the calendar to see how tasks spread across your planning timeline.
Category view for deep work. When you're focused on one area (like finalizing catering), filter by that category.