Task Dashboard

The Task Dashboard gives you a centralized view of your tasks across all of your projects. It’s your go-to hub for tracking, filtering, and managing work in one place—without needing to jump in and out of individual projects.

This article will explain what information is accessible from the Task Dashboard and how to use filters and bulk actions to manage your work more efficiently at scale.

Navigating the Task Dashboard

To access your Task Dashboard, click "Tasks" in the left sidebar menu of your LaunchBay account.

By default, you'll see a list of all your assigned active, incomplete & in review tasks sorted by due date. Each task row offers key information at a glance—including the project it belongs to, the task name, due date, portal visibility, and status.

Filtering & Search Capabilities

To quickly locate the tasks you care about, use the dashboard's powerful filtering options. Use the "Quick Filters" at the top of the page to easily find your assigned tasks, tasks with recent comments, and tasks that are overdue or due soon.

You can also access additional filters by clicking "Filters" to open the filters sidebar. From there, filter by:

• Quick Filters: Standard quick search options like "Due Soon" and "You Tasks"
• Assignee Role: Choose to view tasks assigned to Team members or Clients
• Assignees: Search by which team member is assigned to the task, or find any unassigned tasks
• Assignee Role: Filter by the role assigned to tasks
• Status: Quickly find completed tasks, overdue assignments, or draft tasks that need to be activated
• Task Tags: Filter tasks by the tags applied to them
• Project Tags: Filter tasks by the tags applied to their project
• Due Date: Select a default time range — today, tomorrow, or next week
• Last Comment Date: Find tasks with recent comment activity to action ASAP

Saving Filters

Once you've configured a set of filters you use regularly, you can save them for quick access in the future. Click "Save Filters," give your filter a name, and it will appear as a saved option on the Task Dashboard. You can also rename any saved filter at any time.

Setting a Default Filter

To set a filter that loads automatically every time you open the Task Dashboard, apply the filters you want, click "Save Filters," and select "Set as Default."

Bulk Actions & Task Management

The Task Dashboard supports bulk actions so you can manage multiple tasks at once. Select multiple tasks and choose to mark them complete, active, or set due dates & reminders. These bulk actions help save time when making sweeping updates across your task list.

Calendar View

You can switch between List View and Calendar View to see your tasks in the way that works best for you. You can switch to Calendar View by clicking the toggle in the top-right corner of the Task Dashboard.

In Calendar View, you can:

• Apply filters to review your workload over the next day, week, or month.
• Click any task to open it and make updates directly
• Drag and drop tasks to adjust their due dates on the fly.

This flexible view makes it easy to plan ahead, manage deadlines, and keep your projects on track at a glance.