How to use Layer's project Tasks page to view, filter, search, create, and manage every task across every category and record in a project.
Mike Lee
Thursday, May 7, 2026
Layer's project Tasks page is the cross-element home for every task in a project. Tasks created on individual elements are aggregated here so the team does not need to open each element to find what is open, what is overdue, or what is assigned to them. The page complements the per-element Tasks tab in the element detail pane and is the right surface when you need to manage work across the whole project, not within one element.
This article explains what the project Tasks page does, when to use it, how to navigate it, and how to filter, search, create, and manage tasks from this view.
What the project Tasks page does
The project Tasks page surfaces every task created anywhere in the project. Tasks can be created from an element's Tasks tab, generated by an automation, or added directly from the project Tasks page itself. Regardless of how a task was created, it appears in the project Tasks list with cross-links back to its associated element and field.
The page is read-write. From here you can create new tasks, edit existing ones, change assignees and due dates, mark tasks complete, and delete tasks. Permission to edit and reassign is controlled by your project role.
When to use the project Tasks page
Use the project Tasks page when you want to:
Review every open task in the project regardless of category or element.
Filter the project's task list by status, assignee, due date, or related field criteria.
Search task content (titles, descriptions, mentions, related element names) across the whole project.
Triage incoming work and reassign tasks across team members.
Create a task that is not yet tied to a specific element.
For tasks that belong to a single element, use the Tasks tab inside that element's detail pane. The project Tasks page is a cross-element view, not a replacement for the per-element tab.
How to open the project Tasks page
Open any project, then select All Tasks from the left sidenav. The page loads with the full project task list visible. The URL pattern is /project/{projectId}/tasks.
How the page is laid out
The page has four sections:
A project header at the top showing the page title and the active project.
A Tasks filter button in the header for narrowing the list by status, assignee, category, or any configured field.
A search input for free-text search across the task list.
The task list itself, with an inline task form below for creating or editing tasks.
Each row in the task list shows the task title, current status, assignee, and tags. The tags link back to the related element and field. Clicking an element tag opens the element's detail pane. Clicking a field tag opens the element at that specific field.
How to filter tasks
To filter the task list:
Click the Tasks filter button in the project header.
Add one or more filter conditions. Common filters are Status equals Open, Assignee equals you, or Due Date is before today.
Apply the filter. The task list refreshes immediately.
Filters applied here scope only the current view of the project Tasks page. They are not saved across sessions. To save a filter for repeated use, configure it on a category-level view instead. See Filter and sort for guidance on saved filters at the view level.
How to search tasks
Use the search input at the top of the page to find tasks by title, description, mentions, or related element name. Search runs across the entire project task list, so a search for an element name will surface every task associated with that element without needing to filter by category first.
How to create a task
To create a task from the project Tasks page:
Open the task form at the bottom of the page.
Enter a task title. A clear verb at the start of the title makes the task scannable later.
Optionally add a description, assignee, due date, and a related element or field.
Save the task. It will appear in the project Tasks list immediately, and on the related element if one was set.
Tasks created from the project Tasks page are not automatically associated with an element. To create a task that lives on a specific element from the start, open the element and use its Tasks tab. See Element detail pane for the tabs available within a single element.
Tasks can also be generated by automations. An automation rule can create a task when an element's status changes, when a new element is added to a category, or on a schedule. See Automations overview for configuring task-creating automations.
How to edit, reassign, or close a task
Click any task in the list to open the task editor. From the editor you can:
Update the title, description, due date, or related element.
Change the assignee.
Mark the task as complete or change its status.
Delete the task.
Each change is logged to the project Activity page so the team has an audit trail of when a task was created, reassigned, or closed. See Project Activity for cross-element change tracking.
Tips
Use the assignee field consistently. Filtering by assignee is an effective way to surface a teammate's open work or your own. Tag the related element and field whenever the task has a clear data target. The cross-link saves the assignee from searching the project for the right element later. Use mentions in task descriptions to include a teammate in a task without reassigning it. The mentioned user is notified without taking ownership. Run a weekly review by filtering for Status equals Open and Due Date is before today to catch overdue work before it accumulates.
Common issues
If a task you expected to see is missing from the project Tasks page, check the Tasks filter button. A previous filter may still be active. Open the filter and clear any conditions to restore the full list.
If you cannot edit a task, your project role may not allow task editing. Editor and Owner roles can create, edit, reassign, and close tasks. Viewer and Restricted roles can view tasks but not modify them. See Project roles and permissions for the full role matrix.
If a task is missing its element tag, the related element may have been archived or deleted after the task was created. Open the task and reattach it to a current element, or close the task if it is no longer relevant.
