Tasklytic
Views and filters
List, Board, Calendar, Timeline, and Gantt views, plus the shared filter, sort, group, and saved-view controls and workspace search.
Every project holds one set of tasks and offers several ways to look at them. The filter, sort, and group controls are the same in each view, so a habit you build in List works everywhere.
The five views
| View | Best for |
|---|---|
| List | A dense spreadsheet-style grid — the default for most projects |
| Board | Kanban columns, one per section, with drag-and-drop |
| Calendar | Month or week layout of dated work |
| Timeline | Bars across time, grouped how you choose |
| Gantt | Timeline plus dependency arrows and critical path |
Which views a project offers is set when it's created and can be changed in project settings, along with which one opens by default.
List
Rows show the task name plus whichever columns you leave visible. You can:
- Add tasks inline with the new-task row, at the end of any section.
- Drag rows to reorder them or move them between sections.
- Select rows for the bulk actions bar — complete, assign, set due date, add to project, move section, delete.
- Show or hide columns from Customize: assignee, due date, start date, tags, projects, created, and modified, plus any custom field.
Long lists are virtualized, so large projects stay responsive.
Board
Each section becomes a column; drag cards between them to move work. The board toolbar adds:
- Density — compact or comfortable cards.
- Swimlanes by assignee — split the board into a row per person.
A section with a WIP limit flags its column when the limit is exceeded.
Calendar
Switch between Month and Week, jump with Today and the arrows, and toggle weekends on or off. Drag a task to a different day to reschedule it, and use a day's quick-add to create work directly on a date. Undated tasks sit in the Unscheduled drawer — drag them onto the calendar to give them dates.
Timeline and Gantt
Both views draw tasks as bars you can drag to move and resize; Gantt adds dependency arrows between them. The toolbar controls:
| Control | Options |
|---|---|
| Zoom | In and out across day-to-quarter scales |
| Rows by | Flat list, section, assignee, or tag |
| Color by | Section, assignee, tag, or priority |
| Auto-shift when dragging | Moving a predecessor later drags its dependents along; switching it on runs a one-time alignment pass |
| Highlight critical path | Emphasizes the chain that determines the finish date |
Milestones appear as diamonds on their date.
Filtering, sorting, and grouping
The toolbar above every view carries the same controls.
- Search — filter by text within the view. Press
/to jump into the box. - Filter — build conditions on any built-in or custom field, combined with and/or groups. The button shows how many conditions are active.
- Sort — due date, start date, alphabetical, created, modified, likes, subtask progress, or any custom field, ascending or descending.
- Group by — none, section, assignee, due date, completion, tag, project, priority, status, or a custom field.
- Show completed — include or hide finished tasks.
- Customize — density and column visibility.
- Reset — returns everything except the search text to defaults; it appears only once you've changed something.
Quick-filter chips cover the common cases: Just my tasks, Due this week, Overdue, Incomplete only, and Completed only.
Saved views
Once a view is filtered the way you like, open Saved views → Save current view… and name it. Saved views remember the filters, sort, grouping, and hidden fields for that project and view type.
From the same menu you can load, rename, delete, or set a saved view as the project's default.
Workspace search
My Searches in the navigator (/w/<workspace>/my-searches) searches the whole workspace rather than one project. It uses the same toolbar, plus:
- Result tabs — Tasks, Projects, Goals, and People, each with a live count.
- Result layouts — list, board, or chart.
- Include archived — bring archived projects into the results.
- Save this search — saved searches can be pinned into the navigator, where they show a live count, and can be kept personal or shared with the workspace.
Task search also matches comment text, and results show a snippet of the matching passage.
Command palette
Press ⌘K (or use the top-bar search) anywhere in Tasklytic for the command palette. It groups results into Pages, Projects, Tasks, Goals, People, Create actions, and CPAAutomation destinations for jumping out to other products. With an empty query it shows recent and suggested destinations.