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Intro to List View

Overview​

The List View provides a clean, table-style layout of all tasks within a project. It is ideal for teams that prefer a structured, spreadsheet-like interface for reviewing, organizing, and managing work.

With List View, you can quickly view task details, reorder fields, apply filters, and configure personalized views tailored to your workflow.

What You Can Do in List View​

View Tasks​

All tasks (and subtasks, based on configuration) are displayed in a clear, structured list for quick access and navigation.

Add Tasks​

Use the Add Task button to create tasks directly from the List View without switching screens.

Search Tasks​

Search by task name, task ID, task type, status, priority, assignee, or supported custom field values to instantly locate the right task.

Filter Tasks​

Narrow down your task list using filters.

You can filter by fields such as Section, Status, Assignee, Priority, Task Type, Dates, Tags, Budget Type, and supported Custom Fields.

Sort Tasks​

Sort tasks by standard fields or custom fields to bring the most important tasks to the top of the list.

Group By​

Organize tasks into meaningful groups — such as by Section, Assignee, Status, Priority, Task Type, Tags, or supported Custom Fields.

Customize View​

Choose which columns to show or hide, drag and reorder fields, pin important fields, or create new custom fields — all through the Customize panel. Actions in List View
You can personalize and control the appearance and behavior of List View using the three-dot menu (⋮) at the top-right corner.

These view-level actions include:

  • Show completed tasks
  • Show completed subtasks
  • Show completed sections
  • Show subtask as a separate task
  • Save View
  • Set as Default View
  • Reset to Default View

Each action helps you control visibility, structure, and default behavior of the List View in a project.

All configurations are user-specific and project-specific.

Subscription Association​

List View is available on all subscription plans of 5day.io.

Roles & Permissions​

The tasks you see and the actions available in List View depend on your assigned role and permission set.
For complete details, refer to the dedicated guide:
Roles and Permissions for Tasks