> ## Documentation Index
> Fetch the complete documentation index at: https://docs.trellistech.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Departments & Views

> Organize tasks by department, save filtered views, and switch between the task table and calendar to review daily work.

[Resources](/resources/index) / Tasks & Workforce · 9:55 · English

<div data-trellis-resource-video="departments-views">
  <video controls playsInline preload="none" poster="/images/support-resources/departments-views.webp" aria-label="Departments & Views" style={{ width: '100%', borderRadius: '12px' }}>
    <source src="https://app.trellistech.com/v/departments-views-110" type="video/mp4" />
  </video>
</div>

## Written guide

Organize tasks by department, save filtered views, and switch between the task table and calendar to review daily work.

**In this guide**

* [Departments and saved views](#departments-views-departments-and-saved-views)
* [Task statuses in the table](#departments-views-task-statuses-in-the-table)
* [Tasks and visits in the calendar](#departments-views-tasks-and-visits-in-the-calendar)
* [Visit details and completed work](#departments-views-visit-details-and-completed-work)

<a id="departments-views-departments-and-saved-views" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Departments and saved views

Video · 2:01

<a href="/images/support-resources/guides/departments-views/departments-and-saved-views.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Departments and saved views (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/GxeSS-M9lCu9Rol3/images/support-resources/guides/departments-views/departments-and-saved-views.webp?fit=max&auto=format&n=GxeSS-M9lCu9Rol3&q=85&s=44db645608a7b77dbef6be3d5b9f1196" alt="Departments and saved views — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/departments-views/departments-and-saved-views.webp" />
</a>

Use All Tasks, Your Tasks and department views to find relevant work. Create a custom view with filters for status, priority, department, property, assignee, tags and source, then save it for later.

<a id="departments-views-task-statuses-in-the-table" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Task statuses in the table

Video · 3:43

<a href="/images/support-resources/guides/departments-views/task-statuses-in-the-table.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Task statuses in the table (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/GxeSS-M9lCu9Rol3/images/support-resources/guides/departments-views/task-statuses-in-the-table.webp?fit=max&auto=format&n=GxeSS-M9lCu9Rol3&q=85&s=ef3ff351bf955d9a00acb6a57a4dcda1" alt="Task statuses in the table — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/departments-views/task-statuses-in-the-table.webp" />
</a>

Review open, scheduled, overdue and completed work. The walkthrough also covers draft tasks, approval requests and the optional In progress, Paused and Pending tabs, including tasks waiting for a date or another task.

<a id="departments-views-tasks-and-visits-in-the-calendar" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Tasks and visits in the calendar

Video · 7:21

<a href="/images/support-resources/guides/departments-views/tasks-and-visits-in-the-calendar.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Tasks and visits in the calendar (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/GxeSS-M9lCu9Rol3/images/support-resources/guides/departments-views/tasks-and-visits-in-the-calendar.webp?fit=max&auto=format&n=GxeSS-M9lCu9Rol3&q=85&s=80a14f24014dde6b86e0565e14313f87" alt="Tasks and visits in the calendar — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/departments-views/tasks-and-visits-in-the-calendar.webp" />
</a>

Switch between individual tasks and visits that group work at a property. View the calendar by property or user, choose a day, week, fortnight or month, and expand or collapse the detail shown.

<a id="departments-views-visit-details-and-completed-work" style={{ display: 'block', scrollMarginTop: '9rem', borderBottom: 'none' }} />

### Visit details and completed work

Video · 9:01

<a href="/images/support-resources/guides/departments-views/visit-details-and-completed-work.webp" target="_blank" rel="noopener noreferrer" aria-label="Enlarge screenshot: Visit details and completed work (opens in a new tab)">
  <img src="https://mintcdn.com/trellistech/GxeSS-M9lCu9Rol3/images/support-resources/guides/departments-views/visit-details-and-completed-work.webp?fit=max&auto=format&n=GxeSS-M9lCu9Rol3&q=85&s=a6ac782d695361ea2444dc3a17bc0ed8" alt="Visit details and completed work — screen from the Trellis walkthrough" width={1600} height={1040} loading="lazy" style={{ display: 'block', margin: '0 auto', width: '100%', maxWidth: 'calc(34rem * 1600 / 1040)', aspectRatio: '1600 / 1040', height: 'auto', borderRadius: '8px' }} data-path="images/support-resources/guides/departments-views/visit-details-and-completed-work.webp" />
</a>

Open a visit to review its tasks, recorded times, assignee, photos, costs and notes. Check issues reported during the visit and any attached files.


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