My Tasks

My Tasks collects every task assigned to you, from every project you’re a member of, in one place. It’s the best place to start your day. Open it from the sidebar: Tasks Management → My Tasks. The number next to the title counts your tasks that aren’t done yet.

What you see

• Your tasks open in List view, with completed tasks hidden. Switch to Grid, Board, Calendar or Timeline with the tabs (callout 1); AgencyOS remembers your choice.
• Subtasks assigned to you appear too, labelled with their parent task.
• Each task shows its project, so you know where it lives. Click a task to open it and work on it exactly as in its project: change status and dates, add subtasks, comment and attach files. See Work on a task.
• Filter, Sort and Group work as on a project page, for example grouping by project or filtering to tasks due Today.

Plan your week on the board

On My Tasks, the Board view is your personal planner, not the project workflow. It starts with four sections: Recently assigned, Do today, Do next week and Do later.

• Drag a card to the section where you plan to do it, or up and down to set your order.
• Click Add section to create your own, for example “Waiting on client”. Use a section’s menu to Delete section; its cards go back to the first section.
• Tick a card to mark it complete.

Add a task

Click New task (callout 2), choose the Project and fill in the task. You’re already selected under Assignees if you belong to that project, so the task lands on your list; untick yourself or add a teammate to change that. See Create a task.