> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stage3.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Using My Tasks

> Access and manage all your tasks across workflows in one centralized view

## 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.

<CardGroup cols={3}>
  <Card title="All Tasks" icon="list">
    See every task assigned to you
  </Card>

  <Card title="All Workflows" icon="diagram-project">
    From every workflow you're involved in
  </Card>

  <Card title="One View" icon="eye">
    No need to switch between workflows
  </Card>
</CardGroup>

## Accessing My Tasks

<Steps>
  <Step title="Click My Tasks in Navigation">
    Find and click **Tasks & Work > My Tasks** in the main navigation sidebar.
  </Step>

  <Step title="View Your Task List">
    Your task dashboard loads, showing all your assigned tasks in a table format.
  </Step>

  <Step title="Check the Empty State">
    If you have no tasks, you will see a "No tasks yet" message. Tasks assigned to you will appear here.
  </Step>
</Steps>

## 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:

<Steps>
  <Step title="Use the Search Bar">
    Type in the **"Search tasks..."** bar to find tasks by name.
  </Step>

  <Step title="Filter by Status">
    Click the **"All Statuses"** dropdown to filter by task status:

    * New
    * In Progress
    * Completed
    * Blocked
  </Step>

  <Step title="Filter by Priority">
    Click the **"All Priorities"** dropdown to filter by task priority:

    * High
    * Medium
    * Low
  </Step>

  <Step title="Clear Filters">
    Set the dropdowns back to "All Statuses" or "All Priorities" to clear the filters.
  </Step>
</Steps>

### Common Filter Combinations

<AccordionGroup>
  <Accordion title="Today's Work">
    **Filters**: Status = New OR In Progress

    Shows: Everything you need to work on.
  </Accordion>

  <Accordion title="High Priority Tasks">
    **Filters**: Priority = High + Status = New

    Shows: Urgent tasks needing immediate attention
  </Accordion>

  <Accordion title="Blocked Items">
    **Filters**: Status = Blocked

    Shows: Tasks you need to escalate or unblock
  </Accordion>
</AccordionGroup>

<Tip>
  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*.
</Tip>

## Sorting Your Tasks

You can sort your task list by clicking on the column headers:

<CardGroup cols={2}>
  <Card title="By Due Date" icon="calendar">
    Click the "Due Date" header to see the soonest deadlines first.
  </Card>

  <Card title="By Priority" icon="exclamation">
    Click the "Priority" header to group tasks by urgency.
  </Card>

  <Card title="By Status" icon="signal">
    Click the "Status" header to group all your "New" tasks together.
  </Card>

  <Card title="Alphabetically" icon="arrow-down-a-z">
    Click the "Task" header to sort by name.
  </Card>
</CardGroup>

<Info>
  Most users prefer sorting by **Due Date** (ascending) or **Priority** (descending). This ensures urgent and important work appears at the top.
</Info>

## Task Priorities Explained

Priority levels help you decide what to work on first:

### High Priority

<Card title="Urgent and Important" icon="circle-exclamation">
  **Red Badge (or similar)**

  * Time-sensitive tasks
  * Critical path tasks
  * Tasks blocking others
  * Escalated issues

  **Action**: Do these first.
</Card>

### Medium Priority

<Card title="Important but Not Urgent" icon="circle">
  **Orange Badge (or similar)**

  * Normal workflow tasks
  * Standard deadlines
  * Regular responsibilities

  **Action**: Do these after high priority tasks.
</Card>

### Low Priority

<Card title="Nice to Have" icon="circle">
  **Gray/Green Badge (or similar)**

  * Optional improvements
  * Future planning
  * Non-urgent enhancements

  **Action**: Do these when you have extra time.
</Card>

## 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                    |

<Warning>
  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.
</Warning>

## Working with Tasks from My Tasks

You can perform all task actions directly from the "My Tasks" list.

<Steps>
  <Step title="View Task Details">
    Click the **"View"** link under the "Actions" column for any task.
  </Step>

  <Step title="Open the Task Detail Panel">
    This opens the **"Task Details"** panel from the right side of the screen.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Best Practices for Using My Tasks

<AccordionGroup>
  <Accordion title="Make It Your Daily Starting Point">
    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
  </Accordion>

  <Accordion title="Use Filters Strategically">
    Create filters for common scenarios:

    * "Today's work" - Status = New OR In Progress
    * "Urgent" - Overdue + Priority = High
  </Accordion>

  <Accordion title="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

    Real-time updates help the whole team.
  </Accordion>

  <Accordion title="Sort by Priority, Then Due Date">
    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.
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Complete Tasks" icon="circle-check" href="/tasks/completing-tasks">
    Step-by-step guide to completing tasks
  </Card>

  <Card title="Organize Tasks" icon="folder-tree" href="/tasks/organizing-tasks">
    Use tags, priorities, and categories effectively
  </Card>

  <Card title="Create Team Tasks" icon="users" href="/tasks/creating-team-tasks">
    Learn how admins create and assign tasks
  </Card>

  <Card title="Track Workflow Progress" icon="chart-line" href="/workflows/tracking-progress">
    Monitor progress across all your workflows
  </Card>
</CardGroup>