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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

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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.

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Task List Overview

Your task list is a table with the following columns:
ColumnWhat It Shows
TaskThe name of the task (e.g., “Test”)
StatusThe current state of the task (e.g., “New”)
PriorityThe urgency of the task (e.g., “Low”)
Assigned ByWho assigned this task to you
Due DateWhen the task should be completed
TagsAny tags associated with the task
ActionsWhat you can do (e.g., “View”)

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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.

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Common Filter Combinations

Filters: Status = New OR In ProgressShows: Everything you need to work on.
Filters: Priority = High + Status = NewShows: Urgent tasks needing immediate attention
Filters: Status = BlockedShows: Tasks you need to escalate or unblock
The “My Tasks” page shows tasks assigned to you. The “Team Tasks” page shows all tasks and allows you to filter by who they are assigned by.

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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.

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Task Priorities Explained

Priority levels help you decide what to work on first:

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High Priority

Urgent and Important

Red Badge (or similar)
  • Time-sensitive tasks
  • Critical path tasks
  • Tasks blocking others
  • Escalated issues
Action: Do these first.

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Medium Priority

Important but Not Urgent

Orange Badge (or similar)
  • Normal workflow tasks
  • Standard deadlines
  • Regular responsibilities
Action: Do these after high priority tasks.

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Low Priority

Nice to Have

Gray/Green Badge (or similar)
  • Optional improvements
  • Future planning
  • Non-urgent enhancements
Action: Do these when you have extra time.

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Understanding Due Dates

Due dates show when tasks should be completed:
Due Date StatusVisual IndicatorMeaning
OverdueRed text + warning iconPast due date - needs immediate attention
Due TodayOrange text + clockMust complete today
Due SoonYellow textComplete within next 7 days
Due LaterNormal textMore than a week away
No Due DateGray text or blankComplete when possible
Overdue tasks indicate either:
  1. You’re behind schedule (need to catch up)
  2. Due dates are unrealistic (need to adjust timeline)
  3. Task is blocked (need to resolve blocker)
Address overdue tasks immediately or escalate to your manager.

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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.

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Best Practices for Using My Tasks

Start each workday by:
  1. Opening My Tasks
  2. Reviewing what’s due today
  3. Checking for any overdue items
  4. Planning your day based on priorities
Create filters for common scenarios:
  • “Today’s work” - Status = New OR In Progress
  • “Urgent” - Overdue + Priority = High
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
Real-time updates help the whole team.
The best sorting strategy for most people:
  1. Primary sort: Priority (High → Low)
  2. Secondary sort: Due Date (Soonest → Latest)
This ensures urgent AND important work rises to the top.

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Next Steps

Complete Tasks

Step-by-step guide to completing tasks

Organize Tasks

Use tags, priorities, and categories effectively

Create Team Tasks

Learn how admins create and assign tasks

Track Workflow Progress

Monitor progress across all your workflows