In this article you will learn:
1. What is the My tasks page?
The My tasks page shows all tasks, milestones, and checklist items that are assigned to you in a list or board view
You can find the My Tasks page by navigating to the “My Work” icon on the left side bar menu
Milestones are denoted with a diamond icon. Checklist items are denoted with an open bullet point
List view:
The Project column shows which project a task, milestone, or checklist items is linked to
A List item’s status can be set as Planned, In progress, and Done using the Status column or through the Bulk Edit function
To find “done” tasks, use the Add Filter button next to the search bar, or select Display Done tasks is the three-dot menu in the right upper corner
To edit List columns, click the Add Field button at the top right of lists, to change the column order just drag and drop them. To learn more about Custom Fields, click here
Board view:
Board view can be grouped by status or project, as well as custom groupings.
For more information on Board View, click here
2. Sorting & filtering My tasks
Sorting:
To get a better overview of your tasks you can use different sorting options and sort by...
Assignment date
Creation date
Last updated
Title
status
Responsible
Start date
End date
Project title
Project due date
You can also create your own custom sorting options by going under Organisation settings and navigating to the Project Settings tab. For more information on creating custom fields, click here
Filter:
Click on Add filter
Choose your filter criteria and/or type a keyword
You can save your search for later
3. Creating new tasks
Create new tasks from the insertion field on top of List view OR at the bottom of each column in the Board view
Type any task title and hit enter or press the blue plus
List view:
Board view:
4. Assigning tasks to others
If you want to delegate a task from your My tasks page, you can add the responsible column to your list (1) and click the responsible icon (2)
Select a responsible person from the list and press Send invite (3)
OR you open the task and do the assignment in the focus card
The task will disappear from your My task page and appear on the My task page of the new assignee
Additionally, the new assignee will receive a notification about the new assignment
5. What happens next?
You can change task details
Move tasks to projects and structure them