Filters, Views & Bulk Actions

When your task list is more than a handful of items, filters and bulk actions become essential. ClientCove gives you a tab row, a collapsible filter panel, a sidebar tag chip, a calendar view, and a bulk-edit mode that turns the list into a multi-select operation pane.

Filter Tabs

The top of the task list has six tabs:

Tab	Filter
All Tasks	Active tasks (excluding archived/trash)
To Do	completed = false only — also enables drag-to-reorder
Completed	completed = true, still active (not yet archived)
Today	Incomplete + due today
Archived (managers)	Tasks archived manually or auto-archived after 45 days
Trash	Deleted tasks awaiting permanent removal

Each tab shows a live count in parentheses. Switching tabs re-renders the list immediately — no page load.

The Trash tab is in the far-right slot with a special badge styling so it's visually separated from the workflow tabs.

Filter Panel

Below the tabs, a Filters button reveals a collapsible filter panel:

Filter	Options
Client (managers)	All Clients / one client per row
Tag	All Tags / one tag per row
Priority	All Priorities / Low / Medium / High / Urgent
Date	All Dates / Today / This Week / Overdue / No Date
Type	All Types / Project / Ticket / Manual
Search	Free-text input matching task title and notes

Active filter count

The Filters button shows a small badge with the count of active filters. When at least one filter is active, a Clear All button appears next to it.

Per-filter clear

Each individual filter has an × button that clears just that filter.

Combining filters

Filters are AND-combined. "Client = Acme + Tag = Web Design + Date = This Week" returns the intersection.

Tag Filtering

Two ways to filter by tag:

From the Filters panel

The Tag dropdown in the filter panel.

From the sidebar

Click any tag chip in the sidebar Tags section. The chip highlights, and a banner appears above the task list:

🔻 Filtering by tag: Web Design [Clear Filter]

Click the same tag again, or the Clear Filter button, to remove the tag filter.

The sidebar tag chips also show the per-tag count next to the name so you can see at a glance how many tasks each tag covers.

Search

The Search field in the Filters panel is a live filter that matches:

• Task title (substring, case-insensitive)
• Task notes

Combine with other filters for narrow searches like "all tasks for Acme containing 'invoice'".

Calendar View

Click the calendar week icon in the view toggle to switch from List to Calendar.

Layout

• Seven day columns, Mon–Sun
• An eighth NO DATE column for unscheduled tasks
• Today's column has a highlighted header

Per-column actions

• Tasks for that day display as compact rows with a checkbox and title
• Drag a task between columns to reschedule it (sets a new due_date)
• Drag from the NO DATE column to a day to schedule it
• Click + Add task at the bottom of any column to create a task pre-dated to that day
• Click a task title to open it in the list view's expanded editor

Week navigation

• ‹ previous week
• Today — jump to the current week
• › next week
• The week label (e.g. "Apr 28 – May 4, 2026") shows in the center

Hidden in archive/trash

The view toggle is hidden when viewing the Archived or Trash tabs (calendar doesn't apply to those).

Bulk Edit Mode

For operations that should apply to many tasks at once.

Entering bulk mode

Click the Bulk Edit button (top-left of the action row).

The button highlights as active. Each task row gets a checkbox on the far left; the time-tracking widget and inline-edit click handlers are temporarily disabled.

A Select All / Deselect All toggle appears above the list.

Selecting tasks

• Click any task's checkbox to toggle
• Use Select All to grab everything in the current filter
• The selection persists when you change filter tabs (so you can multi-step: filter to "Today", select, switch to "Completed", select more, then act)

Exiting

Click Exit Bulk Edit in the toolbar (or in the bulk actions bar).

Bulk Actions

Once at least one task is selected, a bulk actions bar appears (light-blue card) with these buttons:

Action	What it does
Mark Complete	Marks every selected task as completed (with date_completed = today)
Set Due Date	Reveals a date input — pick a date, click Apply, every selected task gets that due date
Archive	Moves every selected task into the Archived tab
Set Client (managers)	Reveals a client dropdown — pick one, click Apply, every selected task gets that client
Delete	Moves every selected task to Trash
Exit Bulk Edit	Cancels the mode without applying anything

Each bulk action confirms with a toast showing the count affected.

Archive & Trash

These are two separate states for tasks that aren't in your active list.

Archive

• What: Manually moved out of the active list, or auto-archived because it's been completed for 45+ days (configurable in Settings → Project & Task Settings)
• Visible to: Managers (Administrators, Editors, Representatives)
• Restore: In the Archived tab, click Restore on any task — it returns to the active list. Or use Unarchive All in the archived header to restore everything in one click.

Trash

• What: Soft-deleted tasks awaiting permanent removal
• Visible to: Anyone with task access
• Lifetime: Permanently deleted after the configured number of days (default 2; set in Settings → Project & Task Settings → Trash Days)
• Restore: In the Trash tab, click Restore on any task
• Empty Trash: Click Empty Trash in the trash header to permanently delete every trashed task immediately

Configurable lifetimes

Both lifetimes are set in Settings → Project & Task Settings:

Setting	Default	Range
Days Until Trashed Tasks Deleted	2	1–30
Days Until Completed Tasks Archived	45	1–365
Days Until Archived Tasks Deleted	(varies)	1–365