Last updated 2026-06-06
My Tasks
/my-tasks is your personal work inbox. It sits next to My Day in the sidebar (with a badge showing how many tasks are open) and pulls everything that's yours into one triage list.
What shows up here
- Personal — standalone to-dos that aren't tied to any project. These are private to you; no one else can see them.
- Each project — tasks on real projects where you're the assignee or a collaborator.
- IT tickets — helpdesk tickets assigned to you (they already mirror in as tasks). The row links back to the ticket.
- Marketing requests — requests assigned to you, linking back to the request.
Each task shows its priority (high / normal / low) and due date, and overdue dates are highlighted in red. Tasks handed to you by a colleague are tagged "from ".
Adding a task
Use the bar at the top:
- Name — what needs doing.
- For — leave as Myself for a personal to-do, or pick a colleague to assign it to them (see below).
- Due and Priority — optional.
Working your list
- ✓ Done — marks a personal or project task complete and drops it off the list.
- Edit — (personal tasks) change the name, due date, or priority inline.
- ✕ — (personal tasks) delete it.
- Open ↗ — for IT tickets and marketing requests, jump to the source to update them there. (Their status is owned by that module, so close them at the source to keep things in sync — not from here.)
Assigning a task to someone else
Pick a colleague in the For dropdown when adding a task. It becomes their personal task, shows up in their My Tasks marked "from you", bumps their sidebar badge, and emails them a heads-up. Use it for quick hand-offs without spinning up a whole project.
My Day integration
Tasks that are due today or overdue also appear in an "On your plate today" strip at the top of My Day, so your daily planning sees them without leaving the page.
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