My Tasks

View and manage all tasks assigned to you, regardless of project, in one place.

Overview

The My Tasks page brings together all your tasks in a unified view, without needing to navigate project by project. The project name appears next to each task title for easy context.

💡 Access

Access via Tasks → "All my tasks" in the top bar.

Views

List

Displays all tasks in a table format with:

• Title and source project
• Status, priority, and due date
• Assignee
• Grouping and sorting controls

Calendar

Monthly view of tasks by due date.

Groupings

Choose how to organize your tasks in the list view:

Grouping	Description
Stage	Traditional grouping by project flow (default)
Project	Groups by source project (available in My Tasks)
Due date	Smart groups: Overdue, Yesterday, Today, Tomorrow, This week, Next week, Future, No date
Assignee	One group per team member
Status	Pending, In progress, Completed, Cancelled
Priority	High, Medium, Low

💾 Saved preference

Grouping choice is automatically saved per organization.

Sorting

Define the order of tasks within each group:

• Default — priority + due date
• Due date (soonest)
• Due date (furthest)
• Priority
• Title (A–Z or Z–A)
• Creation date
• Status

Quick Edit in List

Change status, priority, and due date directly in the list, without opening the task:

1. Click on the status, priority, or due date of any task
2. Choose the new value from the menu
3. For due date, use shortcuts: Today, Tomorrow, In 1 week, custom date, or remove date

💡 Notifications preserved

Status changes (start, complete, cancel) notify project members and record history, exactly like regular actions.

Filters

• Search — search by title
• Overdue — show only tasks with passed deadlines
• Archived — include archived tasks
• Priority — filter by priority level
• Status — filter by status

Navigation

Action	How to
Go to My Tasks	Tasks → "All my tasks"
Return to project view	Click "View by project"
Reload tasks	Click "Refresh"

Creating Tasks from Messages

You can create tasks directly from chat conversations:

1. In a conversation's message area, select one or more messages
2. In the bottom bar, click "Create Task"
3. Fill in the details (title, assignee, deadline)
4. The selected messages are linked to the task as context

Next Steps

• Dashboard - View your tasks in the dashboard widget
• Chat - Create tasks from messages
• Reports - Productivity metrics