Review and manage your assigned tasks
Use the My Tasks widget to review your assigned work, track due dates and priorities, and update task status directly from the dashboard.
This guide is designed for project manager.
Steps
Step 1: Open the My Tasks widget on your dashboard
On your dashboard, locate the My Tasks widget card to see a summary of how many tasks you have, including overdue items and upcoming deadlines.
Step 2: Toggle grouping by project
Use the Group by project toggle at the top of the widget to switch between a flat list of tasks and tasks grouped under their respective projects.
Step 3: Review task status, priority, and due dates
Scan the task list to see each task's current status, priority level, and due date, including clear indicators for overdue work and items due soon.
Step 4: Inspect task details and related project
For each task, review its title and associated project so you understand where the work sits within your portfolio before taking action.
Step 5: Update task status from the widget
Use the available controls on each task row to move work between statuses such as pending, in progress, in review, or closed without leaving the dashboard.
Step 6: Refresh your task list
Click the Refresh button in the widget header to pull through the latest task information from the system, ensuring you are working with up-to-date data.
Related Tasks
Last updated: 2026-06-26