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How to work with the My tasks page?
How to work with the My tasks page?

What is the My tasks page? How can I sort my tasks? How can I assign tasks to others?

Carmen Zimmermann avatar
Written by Carmen Zimmermann
Updated over a week ago

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

5. What happens next?

Often questions about "How to work with the My tasks page?" come along with questions about:

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