Manage your tasks

My Tasks is your personal task inbox: every workflow task assigned to you, every approval waiting on you, every document needing your signature. It’s the “what does the platform need from me today” view.

Open My Tasks

Sidebar then My Tasks (under My Workspace).

You see your full task list. Each row shows:

Task title
Source (workflow, document, leave, performance, etc.)
Description
Due date if it has one
Action button

Action a task

For each task there’s a clear next action:

Workflow task. “Mark complete” or “Open” depending on the task type.
Approval. “Review” opens the approval page.
Document. “Open” opens the document for signing or acknowledging.
Survey. “Take” opens the survey response page.

Click and complete the action. The task automatically marks done and moves to the Completed filter.

Filters

Across the top:

Open. Tasks waiting on you. The default.
Overdue. Tasks past their due date, sorted oldest first.
Today. Due today.
This week. Due in the next 7 days.
Completed. What you’ve finished. Useful for review.

Sort

Use the sort drop down at the top right:

Due date (default)
Source
Recently added

When tasks come in

Tasks appear automatically when:

A workflow step is assigned to you
A document is sent for your signature
You’re nominated as an approver on something
Someone @ mentions you in a comms post asking you to act

You don’t need to do anything to get tasks to show up. They appear based on what’s happening across the platform.

Completing on someone else’s behalf

Admins can mark a task complete on someone else’s behalf from the active workflows page. The action is logged. Useful when someone is on leave and a workflow is stuck.

Snooze

Tasks that aren’t urgent today can be snoozed. Snooze on a task hides it until the date you pick. They reappear in your list at that time.