In this article you will learn:
1. What is the My tasks page?
The My tasks page shows all tasks that are assigned to you by others and by yourself in a list or board view
The Project column shows you, if the task belongs to a project or if it is a single task
You can find tasks with status Planned, In progress, and Not set
If you want to find done tasks you can use the global search or activate Display Done tasks is the three-dot menu in the right upper corner
List view:
Board view:
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
status
name
start date
end date
project name
Tip: To quickly see which tasks you should work on to support your projects, pick the sorting by status
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
Additional to that, 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
Often questions about "My tasks" come along with questions about: