What is My Tasks?
“My Tasks” is your personal task dashboard that shows all tasks assigned to you across all workflows in one centralized list. Instead of jumping between different workflows to find your work, “My Tasks” gives you a consolidated view of everything you need to do.All Tasks
See every task assigned to you
All Workflows
From every workflow you’re involved in
One View
No need to switch between workflows
Accessing My Tasks
1
Click My Tasks in Navigation
Find and click Tasks & Work > My Tasks in the main navigation sidebar.
2
View Your Task List
Your task dashboard loads, showing all your assigned tasks in a table format.
3
Check the Empty State
If you have no tasks, you will see a “No tasks yet” message. Tasks assigned to you will appear here.
Task List Overview
Your task list is a table with the following columns:| Column | What It Shows |
|---|---|
| Task | The name of the task (e.g., “Test”) |
| Status | The current state of the task (e.g., “New”) |
| Priority | The urgency of the task (e.g., “Low”) |
| Assigned By | Who assigned this task to you |
| Due Date | When the task should be completed |
| Tags | Any tags associated with the task |
| Actions | What you can do (e.g., “View”) |
Filtering Your Tasks
Use the filters at the top of the task list to focus on specific tasks:1
Use the Search Bar
Type in the “Search tasks…” bar to find tasks by name.
2
Filter by Status
Click the “All Statuses” dropdown to filter by task status:
- New
- In Progress
- Completed
- Blocked
3
Filter by Priority
Click the “All Priorities” dropdown to filter by task priority:
- High
- Medium
- Low
4
Clear Filters
Set the dropdowns back to “All Statuses” or “All Priorities” to clear the filters.
Common Filter Combinations
Today's Work
Today's Work
Filters: Status = New OR In ProgressShows: Everything you need to work on.
High Priority Tasks
High Priority Tasks
Filters: Priority = High + Status = NewShows: Urgent tasks needing immediate attention
Blocked Items
Blocked Items
Filters: Status = BlockedShows: Tasks you need to escalate or unblock
Sorting Your Tasks
You can sort your task list by clicking on the column headers:By Due Date
Click the “Due Date” header to see the soonest deadlines first.
By Priority
Click the “Priority” header to group tasks by urgency.
By Status
Click the “Status” header to group all your “New” tasks together.
Alphabetically
Click the “Task” header to sort by name.
Most users prefer sorting by Due Date (ascending) or Priority (descending). This ensures urgent and important work appears at the top.
Task Priorities Explained
Priority levels help you decide what to work on first:High Priority
Urgent and Important
Red Badge (or similar)
- Time-sensitive tasks
- Critical path tasks
- Tasks blocking others
- Escalated issues
Medium Priority
Important but Not Urgent
Orange Badge (or similar)
- Normal workflow tasks
- Standard deadlines
- Regular responsibilities
Low Priority
Nice to Have
Gray/Green Badge (or similar)
- Optional improvements
- Future planning
- Non-urgent enhancements
Understanding Due Dates
Due dates show when tasks should be completed:| Due Date Status | Visual Indicator | Meaning |
|---|---|---|
| Overdue | Red text + warning icon | Past due date - needs immediate attention |
| Due Today | Orange text + clock | Must complete today |
| Due Soon | Yellow text | Complete within next 7 days |
| Due Later | Normal text | More than a week away |
| No Due Date | Gray text or blank | Complete when possible |
Working with Tasks from My Tasks
You can perform all task actions directly from the “My Tasks” list.1
View Task Details
Click the “View” link under the “Actions” column for any task.
2
Open the Task Detail Panel
This opens the “Task Details” panel from the right side of the screen.
3
Manage the Task
From this panel, you can:
- Read the full Description
- Change the Status (e.g., to “In Progress” or “Completed”)
- Change the Priority
- Re-assign the task (if you have permission)
- Add attachments/evidence
- Add Comments
- Click “Edit Task” to change the title or due date.
Best Practices for Using My Tasks
Make It Your Daily Starting Point
Make It Your Daily Starting Point
Start each workday by:
- Opening My Tasks
- Reviewing what’s due today
- Checking for any overdue items
- Planning your day based on priorities
Use Filters Strategically
Use Filters Strategically
Create filters for common scenarios:
- “Today’s work” - Status = New OR In Progress
- “Urgent” - Overdue + Priority = High
Update Status in Real-Time
Update Status in Real-Time
As you work:
- Change status to “In Progress” when you begin
- Change status to “Completed” immediately when done
- Change status to “Blocked” right away if you are stuck
Sort by Priority, Then Due Date
Sort by Priority, Then Due Date
The best sorting strategy for most people:
- Primary sort: Priority (High → Low)
- Secondary sort: Due Date (Soonest → Latest)