See everything assigned to you in My tasks
One list of your tasks across every project, most urgent first, with a quick way to finish them.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
You may be a member of many projects. My tasks gathers everything assigned to you into one list, so you do not have to open each board.
By the end you can
- Open My tasks and read the order
- Filter by status
- Open a task, log time and mark it done
Screens used
Steps
- 1
Open My tasks
On: /me/tasksType "my tasks" in Find a page…, or on a phone tap My Task in the bottom bar.
You should see: Your tasks, or "No tasks assigned to you yet".
- 2
Read the order
On: /me/tasksTasks are listed by due date, soonest first, and then by priority. Each row shows the project, the status, the priority and the due date, or "No due date".
You should see: The task at the top is the one to do first.
- 3
Filter by status
On: /me/tasksUse the status filter: Open, All, or one status such as Todo, In progress, Blocked, In review or Done.
You should see: The list shows only that status.
- 4
Open a task
On: /me/tasksClick a row. The task opens on its project's board, where you can read the details, record your hours under Log time and attach your work under Deliverables.
You should see: The task window, on the project's Tasks page.
- 5
Finish it
On: /me/tasksChange the task's status as you work. On a phone you can swipe a row in My tasks to mark it Done.
You should see: The task shows its new status in the list and on the project board.
Tips
- Start the day here and end it by submitting your standup.
- The list shows your 200 most recent tasks. Use the status filter to narrow it.
- Managers and admins see more here: their own tasks, their departments' tasks and tasks with no department.
Troubleshooting
- A task you were told about is not in the list.
- Choose All in the filter in case it is already Done. If it is still missing, it is assigned to someone else: ask the manager to assign it to you.
One row per shot, in the same order as the guide. Estimated length 2:08, recorded signed in as Team member. Use made-up data only. How to record
Say: See everything assigned to you in My tasks. One list of your tasks across every project, most urgent first, with a quick way to finish them.
Hold until you see: Lesson title on screen for three seconds.
Say: Type "my tasks" in Find a page…, or on a phone tap My Task in the bottom bar.
Hold until you see: Your tasks, or "No tasks assigned to you yet".
Say: Tasks are listed by due date, soonest first, and then by priority. Each row shows the project, the status, the priority and the due date, or "No due date".
Hold until you see: The task at the top is the one to do first.
Say: Use the status filter: Open, All, or one status such as Todo, In progress, Blocked, In review or Done.
Hold until you see: The list shows only that status.
Say: Click a row. The task opens on its project's board, where you can read the details, record your hours under Log time and attach your work under Deliverables.
Hold until you see: The task window, on the project's Tasks page.
Say: Change the task's status as you work. On a phone you can swipe a row in My tasks to mark it Done.
Hold until you see: The task shows its new status in the list and on the project board.
Say: That is see everything assigned to you in My tasks. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
Related lessons
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