Tasks overview page

Alright, let's dive right into the Tasks Overview Page and make sure you get the most out of this essential feature in Coordinoter!

Tasks Overview Page

So, you're ready to conquer the world of NDIS Support Coordination? Great! Let's start with the Tasks Overview Page, your command centre for all things task-related.

Getting There

First things first, you need to get to the Tasks Overview Page. Head over to the Tasks page from the sidebar menu. If shortcuts are more your style, just click [here]. Boom! You're now on the Tasks Overview Page.

Navigating the Kanban View

By default, you'll land on the Kanban column view. This isn't just any old view; it's a clever interface that organises your tasks by the day of the week. Each column represents a day, and you'll find important task information like its name, time, assigned user, participant, and more.

Want to dive deeper into a task? Just click on the individual task to open it. For more details on editing tasks, check out our editing task article;

Need to see what’s happening later in the week or reminisce about tasks from earlier? Use the arrow buttons to navigate forward or backward in time.

Switching to List View

Not a fan of columns? No problem! Click the views button to toggle between the Kanban view and the list view. The list view displays all your tasks in a neat table format. Your choice, your style.

Search and Create

Both views come equipped with search bars, making it a breeze to find a specific task or tasks for a particular participant. And when you're ready to add a new task, just hit the Create Task button to open the create task page. For a step-by-step guide on creating tasks, see our task creation article;

And there you have it! The Tasks Overview Page is your go-to spot for managing all your tasks with ease. Enjoy navigating and mastering your tasks like the pro you are!