My Tasks
My Tasks is a personal workspace showing tasks assigned to the signed-in user, optimized for prioritization and day-to-day execution.
Accessing the Page
Section titled “Accessing the Page”- Route:
/projects/my-tasks - Menu Path: Projects → My Tasks
The My Tasks sidebar item has a + button. Clicking it navigates to /projects/my-tasks#new-task and opens the Create Task dialog directly. Press c anywhere on the My Tasks page to do the same from the keyboard.
Personal KPI Strip
Section titled “Personal KPI Strip”At the top of the page a stats bar summarizes your workload at a glance:
| Stat | Description |
|---|---|
| Assigned to me | Total tasks currently assigned to you |
| Due today | Open tasks whose due date is today (not completed or cancelled) |
| Overdue | Open tasks whose due date is in the past |
| In progress | Tasks with status in-progress |
Stats update from the currently loaded task data.
Filters
Section titled “Filters”| Filter | Type | Description |
|---|---|---|
| Search | Free text | Matches task title or code |
| Status | Multi-select | backlog, todo, in-progress, review, done, cancelled |
| Priority | Multi-select | low, medium, high, urgent |
The filter bar shows active-filter chips with one-click clear and clear-all actions.
Group By
Section titled “Group By”Use the Group by control in the filter row to reorganize the list:
| Mode | Groups |
|---|---|
| No grouping | All tasks in a single sorted list |
| Status | Backlog / To Do / In Progress / Review / Done / Cancelled |
| Project | One group per project; tasks without a project appear as “No project” |
| Due date | Overdue / Today / This week / Later / No due date |
Each group header shows the group name and the count of tasks in that group. Click a group header to collapse or expand it so you can focus on one bucket at a time.
When grouping is active and there are more tasks to load, a Load More button appears below all groups.
Sorting
Section titled “Sorting”When No grouping is selected, click any sortable column header to cycle:
- First click — Ascending (A→Z, 0→9)
- Second click — Descending (Z→A, 9→0)
- Third click — Remove sort (return to default)
Sorting applies to each group independently when grouping is enabled.
Task Open Mode
Section titled “Task Open Mode”How a task opens when you click its row depends on a tenant-level setting:
| Setting value | Behavior |
|---|---|
| Slide-over (default) | A side panel opens with a task preview without leaving My Tasks |
| Page | Navigates directly to the full Task Detail page |
Ctrl+click / Cmd+click always opens the task in a new browser tab.
See Project Governance Settings to configure the open mode.
Pagination
Section titled “Pagination”Load-more pagination is used for scalable personal task lists:
- Page size: 50 records per load
- Load More button appears at the bottom when more records are available (both in ungrouped and grouped views)
Mobile Layout
Section titled “Mobile Layout”On narrow viewports the list switches to a card layout. Each card shows task code, title (with strikethrough for completed), status, project, assignee, and due date.
Creating and Editing Tasks
Section titled “Creating and Editing Tasks”- Click Create New (or press c) to open the Create Task dialog.
- Click the row actions menu on any task to open the Edit Task dialog (available for tasks in non-terminal projects and users with
canWriteTaskspermission).
Deep-Link
Section titled “Deep-Link”Navigating to /projects/my-tasks#new-task automatically opens the Create Task dialog. The sidebar My Tasks + button uses this deep-link.
Empty and Filtered States
Section titled “Empty and Filtered States”- A dedicated empty state appears when no tasks are assigned to you.
- A filtered-empty message appears when search or filter criteria hide all results, with a “Clear filters” shortcut.
Permissions & System Behavior
Section titled “Permissions & System Behavior”- Viewing this page requires access to the Projects module.
- Create/edit actions are shown only to users with the matching permissions.
- When a submit action succeeds, the UI refreshes the relevant list/detail state and keeps routing context.
- The owner-required recovery dialog may appear when changing a task’s status to one that requires an assignee; assign an owner inline without closing the dialog.
Common Tasks
Section titled “Common Tasks”Focus on overdue work
- Open My Tasks from the sidebar.
- Set Group by to Due date.
- The Overdue group appears at the top; expand it to see what needs immediate attention.
Filter to only in-progress tasks
- Open My Tasks.
- Select
In Progressfrom the Status multi-select. - Clear the filter with the active-filter chip when done.
Create a task quickly
- Press c or click Create New.
- Fill in the required fields and save.