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The Tasks view

The full task list with filters. Where you go to answer “what has not been planned yet”.

The Tasks view with its filter row and task table

The Tasks filter row, with the assignment, schedule and date filters highlighted

Three independent toggles, which combine:

Filter Narrows to
Assigned / Unassigned Tasks Whether a builder is set
Scheduled / Unscheduled Tasks Whether a build date is set
Ship Overdue / This Week / Next Week The order’s ship date
Task Overdue / Due in 1–2 Weeks The task’s own build date

Tasks filtered to Unscheduled Tasks, every Scheduled cell blank

Shows the task’s build date, and is blank when the task is unscheduled. It deliberately does not fall back to the order’s deadline — a date there means someone planned the work.

The Assigned To and QC By columns assign directly from the row. Both list only builders qualified for that task’s job; QC additionally requires QC certification or lead status.

The task search box

Search covers task name, order number, customer name, and product name or SKU. It runs across the whole result set, not just the page you are looking at.