> ## Documentation Index
> Fetch the complete documentation index at: https://cogno.studio/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Task views and filters

> The List, Board, Calendar, and Gantt layouts, the query bar's tokens, and saved views.

The same set of tasks can be laid out four ways, filtered down with the query
bar, and kept as a saved view in the sidebar. This page is the reference for
those controls; what the tasks themselves mean is in
[Task statuses](/docs/task-statuses).

## The four layouts

Switch layouts from the selector in the header (**Switch task view**) on the
Tasks page or a project's page. A project keeps every layout scoped to its own
tasks. Your choice is remembered per workspace.

| View         | What it's for                                           |
| ------------ | ------------------------------------------------------- |
| **List**     | A grouped, sortable table — the default layout.         |
| **Board**    | A kanban board; drag cards to change status or reorder. |
| **Calendar** | Tasks placed on their dates; drag to reschedule.        |
| **Gantt**    | A timeline of tasks by start and due date.              |

`?layout=calendar` or `?layout=gantt` deep-links a layout directly.

### List

* The top of the list is **In Progress**: one lane with a tab per person. The
  open tab shows that person's running and waiting work, with Cogno's own work
  in a warm **Cogno** group; a run with no owner files under **Unassigned**.
  When the names no longer fit, the tabs that are not open show only their
  avatar.
* Every status section is always drawn, empty or not, and headings carry no
  counts.
* Status sections follow: **In Review → Ready → Backlog**, then Done when the
  filter includes it. Cogno-controlled Ready Tasks sit in a nested **Cogno**
  group inside Ready.
* Columns default to the task, **Assignees**, and **Due**; **Status**,
  **Subtasks**, **Source**, **Created**, and **Project** exist as additional
  columns.
* Drag a row onto another section to change its status, or onto a person's tab
  in **In Progress** to start a run for them. To act on several rows at once,
  use **Bulk edit** — see [Edit several tasks at
  once](#edit-several-tasks-at-once).
* While you drag, nothing in the list moves: a white outline marks the section
  the row would land in, a white rule marks the slot in its own section, and a
  chip with the title follows the pointer.

### Board

* Columns follow **Backlog → Ready → In Progress → In Review → Done**; the
  **Done**, **Archived**, and **Rejected** columns start hidden and can be
  shown from the board's status visibility control.
* A second control groups columns by **Status**, **User**, or **Project**; the
  grouping is remembered per workspace. **User** columns show human members'
  avatars and Task counts; Tasks assigned only to Cogno appear under
  **Unassigned** rather than in an empty Cogno column.
* Cogno-controlled Tasks collect in a collapsible warm **Cogno** group at the
  top of every column, including **User** and **Project** groupings. Status
  remains their placement rule; proposal metadata adds no second divider or
  order.
* In the **Status** grouping, drag a card to change its status or reorder it.
  As in List, the source stays in place in gray, a title chip follows the
  pointer, a white outline marks a different target column, and a white rule
  marks a slot in the source column. The source column is not outlined.
* In the **User** grouping, drag a card to another person's column to change
  its primary assignee, or to **Unassigned** to clear its assignees. Existing
  collaborators other than the one you moved remain in their columns. The
  target column gets the same outline, while the source column stays neutral.
  Tasks tied to an environment cannot move to a different owner.
* A drop alone cannot put a resting Task into **In Progress**. Start its run
  from the Task so the status and run begin together.
* The **+** on a column header (**Add task to \<status>**) creates directly
  into that column.
* On desktop, the board stays inside the available window. Long columns scroll
  independently while the query and view controls remain in place.

### Calendar

* Month and week events use the same compact Task marks as List: status,
  execution, child relationship, Cogno ownership, and assignee avatars.
* Calendar surfaces stay neutral. Status appears as the shared small marker;
  Cogno-controlled Tasks use the same warm surface as the List's Cogno group.
* Year view keeps dates neutral and places up to three status markers under a
  date. Select a date to open its week.
* Drag a Task to another date to change its due date.
* Calendar layouts stay inside the available desktop window. The desktop year
  view fits all 12 months in a four-by-three grid without an inner scrollbar;
  long week content can scroll inside the calendar.

### Gantt

* Scheduled Tasks show a neutral timeline bar with the same status, execution,
  child, Cogno, and assignee marks as List.
* Tasks without a complete date span stay under **Unscheduled**. Those entries
  use the regular List Task row, including status, due date, and assignee
  metadata. Cogno-controlled entries collect in the same collapsible warm
  **Cogno** group used by List and Board.
* Drag an unscheduled Task onto a project timeline to schedule it. Drag or
  resize a scheduled bar to change its date span; holding it near either
  horizontal edge scrolls the timeline.
* On desktop, the timeline and **Unscheduled** list have separate scroll areas,
  so scrolling one never moves the other. The query and view controls remain
  in place.

## Edit several tasks at once

**Bulk edit** in the header turns the list into a picker: a checkbox on every
row, and a bar at the bottom holding the operations. The toggle appears in the
List layout; a project's own task list carries the same toggle beside its
filter.

<Steps>
  <Step title="Turn on Bulk edit">
    Press **Bulk edit**. Every row grows a checkbox at its leading edge, and
    clicking a row ticks it instead of opening it.
  </Step>

  <Step title="Tick the rows you want">
    Shift-click a row to tick everything between it and the last row you ticked.
    **Select all** ticks every row on screen; **Clear** unticks them all.
  </Step>

  <Step title="Run one operation on the set">
    The bar reads **N selected**. Open **Actions** and pick what to change — it
    applies to every ticked task.
  </Step>
</Steps>

| Operation    | What it does to every ticked task                                                                                                      |
| ------------ | -------------------------------------------------------------------------------------------------------------------------------------- |
| **Status**   | Sets **Backlog**, **Ready**, **In Review**, **Done**, or **Archived**. In Progress is not offered — a task enters it by being started. |
| **Due date** | Sets **Today**, **Tomorrow**, **Next week**, a date from **Choose date**, or **Clear date**.                                           |
| **Project**  | Moves them all into the project you pick.                                                                                              |
| **Archive**  | Archives them.                                                                                                                         |
| **Delete**   | Deletes them permanently, after a confirm that names the count.                                                                        |

**Status** and **Project** show what the selection already carries: a check when
every ticked task shares it, a dash when only some do. The date button reads
**Mixed** when the ticked tasks disagree. Assignees stay per-task and are not in
the batch list.

The close button (**Leave bulk edit**) ends the mode and drops the ticks, as
does switching layout or leaving the page. Every operation here is a write, so
the toggle appears only for members who can edit content — a viewer is not
offered it.

<Tip>
  Shift-clicking rows selects them without turning bulk edit on — bulk edit is
  the visible way to the same selection. On a project's task list, dragging any
  selected row then carries the whole set to the section you drop it on.
</Tip>

## The query bar

The query bar above the tasks filters and searches the current view. It takes
whitespace-separated `key:value` tokens plus free text; comma-separated values
inside one token are OR'd — `status:backlog,ready` matches either. You don't
have to type tokens: the **Filters** panel builds the same query as you pick
**Status**, **Tag**, **Project**, **Assignee**, **Start**, and **Due**.

The default query shows the four open statuses —
`status:backlog,ready,in_progress,in_review` — and your filter is remembered
per workspace.

| Token         | Values                                                                               | Matches                                                                                                                     |
| ------------- | ------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------- |
| `status:`     | `backlog` · `ready` · `in_progress` · `in_review` · `done` · `archived` · `rejected` | Tasks in those statuses. Retired and GitHub-style aliases resolve too — see [Task statuses](/docs/task-statuses#old-vocabulary). |
| `tag:`        | tag name                                                                             | Tasks carrying those tags, or untagged tasks via the panel's **No tag**.                                                    |
| `project:`    | project id                                                                           | Tasks in those projects.                                                                                                    |
| `assignee:`   | member id                                                                            | Tasks assigned to those members, or **Unassigned** via the panel.                                                           |
| `due:`        | `overdue` · `today` · `week` · `none`                                                | Tasks by due date.                                                                                                          |
| `start:`      | `started` · `today` · `week` · `none`                                                | Tasks by start date.                                                                                                        |
| `parent:`     | task id                                                                              | Sub-tasks of a task.                                                                                                        |
| *(free text)* | any words, or `#123`                                                                 | Task title contains the text, or the task number matches.                                                                   |

## Saved views

Selecting an already selected saved view keeps that view open. To leave it, select **All tasks** or another destination in the sidebar.

A filter you use often can live in the sidebar's **Views** section. **All
tasks** is the pinned entry at its top — every task across projects, always.

* **Create** — filter the list down, then choose **Save as view** in the
  filter panel. The dialog (**Create view**) takes a **View name**, an
  **Icon**, and a **Scope**: **Personal** (*Only you can access it*) or
  **Workspace** (*Everyone in this workspace can access it*).
* **Edit** — with a saved view open, changing its filter surfaces **Save** in
  the header to write the change back, **Save as new view** to branch it, and
  **Reset** to return to the view's saved query. The edit dialog also changes
  the name, scope, or icon, including **Make workspace visible** / **Make
  personal**.
* **Delete** — from the view's row in the sidebar, confirmed with *Delete
  saved view "\<name>"?*

## Persistence

| Behavior                      | Detail                                                                                                                            |
| ----------------------------- | --------------------------------------------------------------------------------------------------------------------------------- |
| Layout                        | Remembered per workspace.                                                                                                         |
| Board grouping                | Remembered per workspace. The Tasks page offers **Status** / **User** / **Project**; a project page offers **Status** / **User**. |
| Board column visibility       | Remembered; Done / Archived / Rejected start hidden.                                                                              |
| Filter                        | Remembered per workspace and restored on next open. A saved view owns its own query.                                              |
| Project page filter           | Remembered per project, so each project reopens narrowed the way you left it.                                                     |
| Board / Calendar / Gantt drag | Persists status, ordering, and dates.                                                                                             |

## Related docs

* [Work with tasks](/docs/tasks) — creating, triaging, and moving the tasks these views show.
* [Task statuses](/docs/task-statuses) — what the sections and columns mean.
* [Set up a project](/docs/projects) — a project's page carries the four layouts and query bar, scoped to the project.
