# Task List (https://docs.carlio.app/docs/tasks/find-and-filter-tasks)

Search, filter, sort and arrange the columns of the task list, and change several tasks at once



The task list shows every task of the dealership. The header states the number of matching tasks, for example **12 Tasks**.

## Search and filter [#search-and-filter]

1. Open **[Tasks](https://carlio.app/dashboard/tasks)** in the sidebar.
2. Enter text in the search field. The placeholder reads **Title, contact, make, model…**. The field searches the task title, the contact name, and the make and model of the linked car.
3. Select one or more chips under **Status**. Select a chip again to turn it off.
4. Select one chip under **Assignee**.
5. Select **Type** to open the type list. Mark one or more types. The list groups the types as in the task form.
6. Choose an order in **Sort**.
7. Select **Clear** to remove the status, type and assignee filters and to restore the default order. The search text stays.

![The task list toolbar with the search field, the Type list, the Sort list, the Status chips and the Assignee chips](https://storage.carlio.app/public/docs/7f70105f-a438-477d-bd07-8e8557371a5b.webp)

A change to any filter returns the list to the first page.

## Assignee chips [#assignee-chips]

| Chip              | Tasks shown                                               |
| ----------------- | --------------------------------------------------------- |
| **Everyone**      | All tasks.                                                |
| **Self-Assigned** | Tasks assigned to the signed-in team member.              |
| **External**      | Tasks assigned to an outside assignee.                    |
| **Unassigned**    | Tasks with neither a team member nor an outside assignee. |

## Sort orders [#sort-orders]

The default order is **Recently created**.

| Option                                                        | Order                           |
| ------------------------------------------------------------- | ------------------------------- |
| **Due soonest** and **Due latest**                            | By due date.                    |
| **Most urgent** and **Least urgent**                          | By priority.                    |
| **Recently updated**                                          | By the time of the last change. |
| **Task number, high to low** and **Task number, low to high** | By task number.                 |
| **Recently created**                                          | Newest first.                   |
| **Title, A–Z** and **Title, Z–A**                             | By title.                       |

The headers **#**, **Task**, **Priority** and **Due** also sort the list. A header click selects the matching option in **Sort**.

## Columns [#columns]

1. Select **Columns**.
2. Mark or clear a column name.

The selectable columns are **Number**, **Task**, **Type**, **Status**, **Priority**, **Assignee**, **Vehicle**, **Due** and **Completed**. The **Completed** column is hidden by default. The browser remembers the choice.

A due date appears in red when the task is not **Done** or **Cancelled** and the date has passed.

## Pages [#pages]

The list shows 25 tasks on each page. Use **Previous** and **Next** to move between pages. The line below the list reads, for example, **Showing 1–25 of 60**.

## Open a task [#open-a-task]

Select a row to open the task page. The menu at the end of a row offers **Open**. It offers **Edit** to team members with the **Edit Any Task** permission and **Delete** to team members with the delete permission.

## Change several tasks at once [#change-several-tasks-at-once]

1. Mark the checkbox of each task. The bar shows the count, for example **3 tasks selected**.
2. Select **Change Status** and choose a status. This requires the **Edit Any Task** permission.
3. Or select **Delete** and confirm with **Delete 3 tasks**. This requires the delete permission.
4. Select **Clear** to drop the selection.

A message reports how many tasks changed and how many did not. The selection applies to the current page only.

A move to **Cancelled** and a move out of **Done** or **Cancelled** require a reason. When any selected task needs one, a dialog opens with the title, for example, **Mark 3 Tasks Cancelled**. Enter the reason in the **Reason** field and select **Apply**. The same reason is written to every selected task that needs one. A task that needs no reason for the chosen move is changed without it.

A task that already has the chosen status is not changed, and the message counts it among the tasks that could not be moved. A bulk move to **Done** records no result and no summary.

<Callout type="warn">
  Deleting a task also deletes its checklist, comments, attachments and history. The action cannot
  be undone.
</Callout>

## Narrow screens [#narrow-screens]

On a narrow screen, select **Filters**. A drawer opens with **Sort**, **Status**, **Type** and **Assignee**. The button at the bottom of the drawer reads **Show 12 tasks**. Select **Clear all** to reset the filters.

## Empty states [#empty-states]

* **No Tasks Yet** appears when the dealership has no tasks.
* **No Tasks Match** appears when the search and the filters match no task.