List

The List view in Project Insights is for seeing all Tasks matching your current filters in a tabular, scannable format. The columns include title, week, crew size, Swimlane, Status, Label, and Assignee. It's the go-to view when you need to scan or export the underlying data itself rather than read it through charts.

You can find the List in two places in your Project: in any of the Project Workspaces and in the Project Dashboard itself.

• Workspace - click on the pie chart icon on the top left menu bar; use the dropdown menu on the top left to toggle from the Chart view to the List
• Project Dashboard - click on the Open Insights button; click on the Task List tab

Use the filters on the right-hand side panel to narrow the scope of the report you wish to see from the List.

• Modified Since – narrow results to elements changed since the selected date to best see  most recent updates
• Workspace (visible only from Dashboard) – narrows the scope of data to one or few selected specific Workspace(s)
• Team – filters to elements assigned to a specific Team
• Assignee – filters to elements assigned to a specific person in the Project Collaborators list
• Status – filters by planning status (Unplanned, Planned, Committed, Complete, Incomplete)
• Label – filters by individual Labels
• Category – filters by Categories of Labels; also used to filter by Swimlanes

If changes have been made since pulling the report, click on the refresh icon on the top right corner. If you wish to export this view, click on the printer icon beside the refresh icon.

If you program the List, adding filters for a specific view, you can use the link or QR code icons on the top left of the window to preserve your filters and save presets of the List view. Open the link in a new tab or window of your browser or scan the code on your mobile phone to bookmark it on either platform.