Find tasks

Editorial illustration of a magnifying glass over a board of task cards.

Use the Tasks sidebar for common queues and process-specific views. Search and filters narrow the current result without changing the tasks.

Who this is for

Agency team members who plan, triage, or deliver task work. Requires View Processes. If your access is limited to assigned tasks, only those tasks appear.

Before you begin

Sign in to the agency workspace that owns the task.
Identify a useful detail, such as the Process, Assignee, Current Stage, Status, or date.

Start with a queue or process

Open Tasks ( /tasks/active (opens in new tab) ), then choose the narrowest useful starting point.

View	Use it to find
Active	Work that is currently active.
Past due	Work beyond its due date.
All	Active and completed work.
Unassigned	Work without an assignee.
Assigned to me	Work assigned to you.
Created by me	Tasks you created.
Watched by me	Tasks you watch.
My departments	Work associated with your departments.

Select a process name below the queues to see only tasks created from that process definition. Saved process views appear beneath their process when available.

Search and filter

Use the search box above the result to match task information in the current view.
Select Filters.
Under Current Stage, filter by Status, Assignee, Department, Current Stage, or the current stage’s start and due dates.
Under Process, filter by the task’s overall Status, Assignee, or dates.
Close the drawer to review the result.

View full size

Current-stage filters answer questions such as which Intake tasks are unassigned. Process filters apply to the task as a whole. Clear filters from the drawer when you want to broaden the result.

Use table or board view

Select Table View for rows, sortable columns, and dense comparison.
Select Board View for cards arranged into columns.
Use View By to group the current result. Current Stage places each task under its current stage.
Use Sort to change the order.
Use Columns or Fields to control the values shown when those controls are available.

Tasks in Board View grouped by Current Stage — View full size

Search, filters, and the table or board choice work together. If the result is unexpectedly empty, clear search and filters before changing queues.

Expected result

The selected queue or process limits the starting set of tasks.
Search and filters narrow that set by stage, assignee, status, dates, or other available values.
Table and board views present the same current result in different layouts.
Opening a row or card takes you to the task.

Troubleshooting

Symptom	Likely cause	What to do
Task is missing	The current queue, process, search, or filters exclude it	Open All, clear search and filters, then look again
Process is missing from the sidebar	Show only active is on, the process is inactive, or access excludes it	Turn off the switch or confirm your process access
Filter returns no tasks	The combined conditions are too narrow	Clear filters and add them back one at a time
Assigned task is missing from Assigned to me	The assignment is at a different level or belongs to another user	Open the process view and filter the current-stage and process assignees separately
Saved view is missing	It belongs to another process or is unavailable to you	Open the correct process and confirm access to the view