Project Tasks Tab

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Work with all tasks scoped to a single project - list, compact, or split view with a side preview pane, drag-to-reorder, rich filters including milestones, interleaved project and CRM tasks, inline subtasks, on-demand progress, and persisted per-project preferences.

The Tasks tab is where the actual work lives. It shows every task linked to the current project in list, compact, or split layout, with a filter panel designed specifically for project work (status, priority, tags, milestone, content type, checklist state, and - when CRM is enabled - linked contacts and companies). Subtasks appear inline under their parent tasks, project and CRM tasks share one sorted list so you can interleave them, and every card exposes quick-edit chips for tags, subtasks, and checklist without opening the task.

Press 2 anywhere on the Project Details Page to jump to this tab. For the other task views (board, calendar, Gantt), use the main Tasks page - see Tasks Overview.

What you can do

How tasks link to a project

A task becomes a project task when its project field is set. This can happen:

• During task creation - set the project in the task modal or use @projectname in Quick Add, see Creating Tasks and Quick Add
• From a task's detail page - click the project field and pick or change the project, see Task Details Page
• From this tab - create new - click Project Task to create a new task pre-linked to the project
• From this tab - link existing - open the Link Tasks Panel (see below) to bulk-link existing unassigned tasks without creating new ones
• Via the Project Setup Wizard - import existing unassigned tasks in Step 2, see Creating Projects

Every task linked to the project appears here, including subtasks. Removing the project field from a task removes it from this tab but keeps the task itself.

The Link Tasks Panel

The Tasks tab has a dedicated Link Tasks action in the header that opens a slide-out panel for connecting existing tasks to the project. This is the go-to workflow when you've already created tasks elsewhere and want to pull them into a project - no need to open each task individually.

Two tabs inside the panel

• Available - lists tasks not currently linked to this project. Select any you want to link.
• Linked - lists tasks already linked to this project. Select any you want to unlink. Unlinking asks for confirmation.

What you can do in the panel

• Search for tasks by name
• Filter by status and priority
• Toggle subtasks on or off to hide child tasks and focus on parents
• Change status or priority inline using dropdowns on each task card - useful for quick triage while you're linking
• See CRM-linked tasks with a CRM badge so you know at a glance which come from CRM
• Select multiple tasks and link or unlink them in one action
• Paginate through large task lists so the panel stays responsive

When to link vs create

Use Create (Project Task button) when starting new work. Use Link Tasks when tasks already exist elsewhere - personal tasks you want to pull into a project, CRM tasks you want to make part of a project, or tasks another team member created without a project set.

The three views

List view

Stacked task cards showing each task's status, priority, name, due date, tags, assignees, and other core info. Subtasks appear indented beneath their parent and can be collapsed or expanded. Good default for mixed browsing and editing.

Compact view

A dense single-row layout - each task condenses to one line so you can fit many more tasks on screen at once. Status, priority, assignees, due date, tags, and the subtask / checklist / progress chips all stay visible in a tighter row. Reach for this when you're scanning a long backlog and want density over detail.

Split view

A master/detail layout designed for wide screens. The task list narrows to one side and the rest of the tab becomes a preview pane that fills with whatever task you click. You can read and edit a task - start and due dates, status and priority, progress, description, subtasks, checklist, custom fields (when configured), and a focus session button - without leaving the Tasks tab.

The card you have selected is clearly marked so you always know which task the preview belongs to. A divider between the list and the preview lets you widen either side; your width is remembered per project so it stays the way you set it. Use the Open button on the preview to jump to the full Task Details Page whenever you need attachments, dependencies, comments, or anything else not surfaced inline.

On narrower screens the preview is hidden automatically and Split view falls back to a single-column list - clicking a task opens it on the full task details page as usual.

Switching views

Use the view switcher in the top-right of the tab. Your choice is saved per project - next time you open this project, it remembers which view you had selected.

Drag to reorder

Hover over any task card to reveal a drag handle, then drag the card and drop it where you want. Works across list and compact views. Subtasks can be dragged within their parent to reorder child tasks.

• CRM tasks drag too - a CRM card can be dropped between two regular project tasks and it will sit in that interleaved position.
• Pinned tasks stay on top - if you try to drag a pinned task, PrimeTask shows a short notice reminding you to unpin it first.
• Order persists across restarts - your manual order is saved with each task.

Inline editing from the card

Most fields on a task are directly editable from the card - you don't need to open the task to change status, priority, the due date, assignees, or tags. This is the single biggest speed win on the Tasks tab.

What's editable inline

• Status - click the status to pick a new one from your Space's statuses
• Priority - click the priority to switch it
• Due date - click the date to open the date picker, set a time, or clear the date. The label shows Today / Tomorrow / Yesterday / weekday / full date, and overdue / today / tomorrow dates are visually emphasised so upcoming work is easy to scan. If the task has both a start and due date, the label shows the range (e.g. Mon → Thu).
• Assignees - click the avatar cluster to manage who the task is assigned to
• Tags - click a tag chip to open the Tag picker and add, remove, or change tags

Adding values that don't exist yet

When a task has no due date, no assignees, or no tags, an empty-state quick-add control surfaces in the same spot so you can add the first value with one click - same picker as the inline edit, no task detail needed.

Subtasks, checklist, and progress

• Subtasks chip - expands the task's subtasks inline beneath the card (click again to collapse). You can reorder, complete, or open them without leaving the tab.
• Checklist chip - opens the Checklist editor for quick checks and edits.
• Progress pill - shows the current percentage; click to reveal the full progress bar under the card, click again to collapse.

Click the task name to open the task

Clicking the task name jumps to the full Task Details Page where you can edit description, attachments, custom fields, dependencies, recurrence, and everything else not surfaced on the card. Clicking anywhere else on the card opens the quick-edit toolbar (covered below) - a split designed so common edits don't need a page change, but deep editing is one click away.

Progress at a glance

When a task has a checklist, subtasks, or has started making progress, a small % pill appears on the card next to the subtask and checklist chips:

• Click the pill to reveal the full progress bar - the bar drops in below the card so you can see progress visually. Click the pill again to collapse.
• The number matches the task detail page - same calculation, same result, no drift.

Tasks with no subtasks and no checklist don't show the pill by default to keep the card quiet.

Creating tasks from the tab

The tab header has two creation actions:

• Project Task - opens the task creation modal, pre-linked to this project
• CRM Task - appears when CRM is enabled on the project; opens the CRM task creation flow, scoped to this project's CRM

Tasks you create from the tab are immediately visible in the list, filters permitting.

For inline subtask creation, use the selection toolbar (select a task, then Add Subtask) or open the task's detail page.

Filters

The filter menu opens from the filter button in the header and includes all of the following:

Status

Multi-select from your Space's configured statuses - see Custom Statuses & Priorities. Pick one or more statuses to show only matching tasks.

Priority

Multi-select from your Space's configured priorities.

Tags

Multi-select from the project's tags.

Milestone

Multi-select from the project's milestones - but only milestones that have tasks linked to them appear as options (so the menu stays relevant). This is the fastest way to answer "what tasks are part of this phase?" See Project Milestones.

Content type

Filter by embedded content in task descriptions - YouTube, images, X/Twitter embeds, or links. Useful for finding tasks with reference material.

Has checklist / Has subtasks

Tri-state toggles: Has / No / Any. Show only tasks with (or without) a checklist or subtasks.

Due date

Narrow the list to tasks around a specific date window. Single-select - pick one of:

• All dates - default, no date filter
• Overdue - past the due date and not yet complete
• Due today
• Due tomorrow
• This week - Monday to Sunday containing today
• Next week - Monday to Sunday of the following week
• No due date - tasks that haven't been scheduled

The due-date filter combines with every other filter, so you can pick "Overdue" together with a specific status, priority, or milestone to triage exactly what you want to work on next.

Hide completed

A single toggle to hide all completed tasks.

Task type

When CRM is enabled on the project, a radio control lets you show All, Project only, or CRM only.

Linked contacts / Linked companies

When CRM is enabled, two multi-select filters let you narrow tasks by the CRM contacts or companies they're linked to.

Active filter count

A badge on the filter button shows how many filters are currently active. A Clear All option resets everything.

Search

A search bar inside the filter menu searches across:

• Task name
• Task description
• Tag names

Search is case-insensitive and works alongside filters (both must match). If you search for a keyword that only matches a subtask, the parent task is automatically expanded so you can see the match.

CRM tasks in the project

When the project has CRM enabled, the tab can show CRM tasks alongside regular project tasks.

• A Show CRM tasks toggle (with count badge) controls whether CRM tasks are visible.
• CRM tasks show a small CRM badge next to the task name so you can tell them apart.
• Project and CRM tasks share one list - both types appear in the same sorted order, so a CRM task can sit between two project tasks (not grouped at the bottom of the page).
• You can drag a CRM card between project tasks and the order persists.
• Right-click a CRM task for Pin to Top - the same context-menu pin option now works for CRM tasks, not just project tasks.
• All filters (status, priority, tags, milestone, content type, checklist, linked contacts/companies, search) apply to CRM tasks too.

A View All link in the toggle area takes you to the full CRM tasks page outside the project. See CRM Tasks and Project Team & CRM.

Subtasks

Subtasks appear inline under their parents in List, Compact, and Split views. Each parent has an expand/collapse toggle - subtasks are hidden by default until you expand them.

When you filter or search and only a subtask matches, its parent is auto-expanded so you can see the match without manually drilling in.

For the full subtask system (nested levels, inline editing, drag-to-reorder, progress calculation), see Subtasks & Checklists.

The selection toolbar

Click any task to select it. A toolbar appears at the bottom of the tab with quick actions:

• Change status - pick any status from your Space's configuration
• Change priority - pick any priority
• Open details - open the full task detail page
• Open in main view - open the task in the Tasks page outside the project
• Add subtask - create a subtask under the selected task
• Delete - delete the task with confirmation

Only one task can be selected at a time - the toolbar works single-task, not multi-select. For bulk operations across many tasks, use the main Tasks page - see Task Bulk Actions.

Filtered counts

The filter menu footer shows Showing X of Y - filtered tasks versus total. This updates live as you toggle filters. The filtered count also drives the tab's badge on the project page.

Pagination

Long task lists are paginated. Pagination controls appear at the bottom of the tab. When you create a new task, the list returns to the first page so you can see your new task immediately.

Preferences persist per project

The view you choose (List, Compact, or Split) and the filters you apply are saved per project. Split view also remembers the divider position you set between the list and the preview pane. Switch to another project - you'll see that project's last view, filters, and Split width, not the ones you used on this project. This lets you configure each project's tab the way that project needs.

Things worth knowing

Why only List, Compact, and Split views on this tab?

The Tasks tab is scoped to a single project and optimised for in-project work - filtering by milestone, working with subtasks inline, and managing CRM task overlap. List and Compact give you scannable density; Split lets you read and edit one task without leaving the list. For the full multi-view experience (Board / Kanban, Calendar, and Gantt), use the main Tasks page with a project filter - see Task Views.

The milestone filter only shows active milestones

Only milestones that have at least one linked task appear in the milestone filter. Empty milestones (none of the project's tasks are linked) are hidden from the filter to keep the menu focused. Link tasks to a milestone and it appears as a filter option.

CRM tasks use the same filters

Every filter (status, priority, tags, milestone, content type, checklist, search) applies to CRM tasks too. Linked contacts and linked companies filters only apply when CRM is enabled. The task type filter (All / Project / CRM) lets you exclude one or the other.

The selection toolbar is single-task

Selecting a task opens a toolbar for that task. Clicking another task switches the selection. For multi-select bulk operations, open the main Tasks page (with the project pre-filtered) - see Task Bulk Actions.

Subtask filtering auto-expands parents

When a filter or search matches only a subtask, PrimeTask expands the parent task so you can see the match in context. This avoids the confusion of showing an empty parent.

The tab count updates live

The project page's Tasks tab shows the task count. This number updates in real time as you add, delete, or filter tasks - so the number on the tab always reflects what's visible.

Common questions

Where to go next