Main Screen and Basic Navigation
What you see on the iTasks home screen, how task view modes work, where the key actions live, and how to navigate the app faster.
The main screen is the working entry point for the selected workspace. It brings together tasks, quick actions, view switching, and filters that help you move from your personal queue to the broader project picture.
Important: the main screen always belongs to the current workspace. If you work in several workspaces, first check the selected workspace at the top of the screen. Workspace switching is covered in Selecting and Switching Workspaces.
1. Three Main Screen Modes
The toolbar under the header switches the main task view: list, Kanban, and project tree. The same toolbar also includes task creation and manual refresh.
| Mode | When to use it | What it shows |
|---|---|---|
| List | For daily personal work and quick task triage. | My tasks shows tasks assigned to you. Others shows tasks assigned to other members where you are a watcher. |
| Kanban | For tracking task movement across statuses and reviewing the team flow. | Columns are built from workspace statuses. Backlog is handled separately, and Done only shows recently completed tasks. |
| Projects | For reviewing work structure inside projects and connected subtasks. | Tasks are grouped by project and shown as a tree: root task, subtasks, and deeper nested levels. |
Project creation and configuration are covered in the separate Projects guide. This page only explains how existing projects appear on the main screen.
2. Top Area
- Left menu opens workspace settings, members, projects, HelpDesk, subscription, and other administrative sections.
- Workspace name shows where you are working. The switch button next to it opens the list of available workspaces.
- Voice room opens team voice collaboration.
- HelpDesk indicator opens incoming support conversations when HelpDesk channels are configured.
- Profile avatar opens personal settings, interface language, and linked accounts.
3. Task Card Fields
Cards in the list, Kanban, and project tree show the key fields so you do not have to open every task just to understand its context.
- Type, priority, and status are combined in the colored badge at the top right.
- Title is the primary card text; long titles wrap and remain readable.
- Assignee appears on cards for other members and in the project tree.
- Project is shown with a colored dot and project name.
- Workflow stage appears when the task follows a configured process.
- Parent task and subtasks show how the card is connected inside the work tree.
- Due date, sprint, and recurrence appear when those fields are set.
The task form and fields are covered in Creating and Editing a Task. Task details and status changes are covered in Task Details and Status Changes.
4. Filters and Switches
Filters depend on the active mode. They do not change the tasks themselves; they only narrow the current screen.
- List: the Others section includes an assignee filter for quickly isolating one member's tasks.
- Kanban: project and assignee filters are available, together with the Mine / All tasks switch.
- Projects: the project tree includes an assignee filter and a separate visible-status filter. Done tasks are hidden by default, but can be enabled.
- Refresh: the circular arrow reloads tasks manually when you want to check changes made elsewhere.
If you need different statuses or a custom process order, configure Custom Task Statuses and workflows. The main screen will then use the updated structure.
5. Project Tree and Nesting
The project view is useful when work is split into connected steps: navigation loop preparation, bench checks, sensor subtasks, flight code review, and hardware verification. The screenshot shows nesting down to the third level, while iTasks supports up to four total hierarchy levels: a root task plus three subtask levels.
For detailed hierarchy workflows, use Subtasks and Task Tree. Project setup, access, and colors are covered in Projects.
Related Guides
After the main screen, teams usually continue with task creation, project setup, member roles, and workspace settings.
Related topics
How to open iTasks, sign in through Telegram, and what to do if you see the access restriction screen.
A step-by-step guide to creating your first iTasks workspace: naming it, adding the first project, finishing the initial setup, and getting the team ready.
How to choose the current workspace, switch between multiple workspaces quickly, and understand the limits of the free and PRO plans.
The next step after creating a workspace: how to invite users, choose roles, and grant access to the required projects.
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