This article explains what My Tasks is and how to use it, including filtering.
Updated June 26, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | ○ | ○ | ○ | × |
What is My Tasks?
My Tasks is a feature that allows you to filter and display only the tasks assigned to yourself or specific team members. By utilizing My Tasks, you can easily manage your assigned tasks, especially as the number of workflows you oversee increases, reducing the likelihood of overlooking important responsibilities.
My Tasks Screen
By clicking on "My Tasks" in the upper left menu, you can view all tasks assigned to you. The current tasks are displayed in order of their due dates, starting with the most imminent. Clicking on a task name will reveal the current workflow associated with that task.
If you wish to change the members displayed in My Tasks, you can easily do so by selecting a different assignee from the "Assignee" option in the upper right corner.
*Even if you change the assignee, tasks that have viewing restrictions will not be visible to users without the necessary permissions.
The "Due Date" in the task group displays the nearest upcoming due date for tasks within that group. The "Incomplete" section shows the current incomplete tasks within the group.
If there are any overdue tasks, they will be prioritized and displayed first.
If a task's due date falls on the current day, it will be highlighted in orange with the label "Due Today" next to the task name, and this label will also appear within the task group.
Groups containing overdue tasks will display a red label reading "Overdue" next to the task name, and the due dates of these overdue tasks will also be highlighted in red.
Task Management
To view the details of a specific task within a task group, simply click on the task.
To quickly change a task's due date, simply click on the date, and a due date modification screen will appear.
Skip or Complete a Task
To mark a task as complete, simply click the green checkmark. If you wish to skip a task, click the three-dot menu and select "Skip."
Skipping a task：
