Tasks

Overview

Task Explorer lists work items across every project you have access to, in one flat, filterable view. It exists for situations where you need to search or bulk-browse rather than look at a single sprint board.

Every task links back to its context: the project it belongs to, the sprint it is scoped into if any, and the PRD or story it traces up to. Opening a task detail page gives you the same editing controls as the sprint board, just reachable through search instead of a column.

Task Explorer complements, rather than replaces, the sprint board and My Tasks. Use the board for daily execution rhythm, My Tasks for your personal queue, and Task Explorer when you need to look across projects or find something specific.

What you can do here

List and filter tasks by project, assignee, or status.
Open any task detail page for status, assignee, and comment history.
Update fields and add comments from the detail page.
Jump from a task to its related sprint or project.
Search across every project you have access to in one place.

When to use

Searching for a specific task without knowing which sprint board it sits on.
Bulk-browsing work across multiple projects at once.
Auditing status or assignment across the whole portfolio, not just one team.

Prerequisites

A signed-in member account with product access.
A Planner seat to create or edit tasks; Viewer seats can browse read-only.

Where to find it

Sidebar: Tasks
Direct route: /tasks (list), /tasks/:id (detail)

Step-by-step

Open Tasks (/tasks).
Filter by project, assignee, or status to narrow the list.
Open a task detail page to see full context.
Update fields such as status, assignee, or description as needed.
Add a comment if you need to leave context for a teammate.
Navigate to the related sprint or project when you need broader context.

What success looks like

You can find a specific task in seconds without knowing its exact project.
Filtered views match what you actually need for a status check or audit.
Edits made here are reflected immediately on the sprint board and My Tasks.

Tips & best practices

Prefer My Tasks for your own personal daily queue; use Task Explorer for cross-project search.
Save a mental note of your common filters (for example, your name plus in-progress status) to reapply quickly.
Use the detail page comment thread instead of switching to chat for task-specific context.

Common mistakes

Using Task Explorer as your only daily view instead of the sprint board, which loses the at-a-glance status layout.
Editing a task without checking which sprint it belongs to, which can silently change sprint scope.
Forgetting that filters persist between visits and being confused by an apparently short list.