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Review and manage my tasks

Use the My Tasks widget to review your assigned tasks, check due dates and priorities, and update task statuses directly from the dashboard.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the My Tasks widget​

On your dashboard, locate the My Tasks widget card which shows your task count, key status indicators, and a summary of upcoming and overdue work.

Open the My Tasks widget

Step 2: Review task summary indicators​

At the top of the widget, review the summary strip showing total tasks, overdue items, and those due today or this week to understand your immediate workload.

Review task summary indicators

Step 3: Switch grouping by project​

Use the Group by project toggle in the widget header to switch between a flat list of tasks and a view grouped under each project.

Switch grouping by project

Step 4: Inspect project sections​

When grouped by project, expand each project header to see only the tasks for that project, including counts, statuses, and due information.

Inspect project sections

Step 5: Scan task details​

For each task row, review the title, current status badge, priority label, and due date indicator, including any overdue highlighting or days remaining.

Scan task details

Step 6: Filter tasks visually by status and priority​

Use the status icons and priority tags in the list to quickly identify which tasks are pending, in progress, awaiting review, or closed, and which are high or urgent priority.

Filter tasks visually by status and priority

Step 7: Update a task status​

In a task row, use the status control or action button (such as starting, marking in review, or closing) to update the task status and immediately reflect the change in the widget.

Update a task status

Step 8: Open task or project details​

Select the view or open icons on a task or its project header to navigate to the full task or project detail page for deeper information and actions.

Open task or project details

Step 9: Refresh the task list​

Click the refresh icon in the widget header to reload the latest task data from the server, ensuring your list and summaries are up to date.

Refresh the task list

Step 10: Handle loading and error states​

If the widget shows a loading skeleton, wait for data to finish loading, and if an error alert appears, use the retry or refresh option to attempt loading your tasks again.

Handle loading and error states

Last updated: 2026-07-16