My Tasks
The My Tasks module is a personalized workspace that displays tasks assigned specifically to the logged-in user.
This section helps users:
- Focus on their assigned work.
- Monitor upcoming and overdue tasks.
- Track daily and weekly workload.
- Start and pause task timers quickly.
- Manage priorities efficiently.
Unlike the All Tasks module, which displays tasks for all users, the My Tasks module only shows tasks relevant to the current user.
Accessing the My Tasks Moduleโ
To open the My Tasks section:
- Click the Kebab Menu icon from the top-left corner.
- Select My Tasks from the sidebar navigation.
My Tasks Screen Overviewโ
The screen contains the following sections:
- Header Section
- Task Category Tabs
- My Tasks Overview Panel
- Task Information Area
- Quick Action Button (FAB)
Header Sectionโ
- Filter Icon: Used to filter tasks based on criteria such as closed or completed tasks.
- Help Icon: Provides quick guidance or support information.
- Search Icon: Allows users to search tasks instantly.
- Grid/List View Icon: Switch between different task display layouts.
- Add Icon: Used to create a new task.
Task Category Tabsโ
Quick-access tabs to organize tasks based on timeline and completion status.
- Inbox: Newly assigned or pending tasks.
- Today: Tasks planned for the current day.
- This Week: Tasks scheduled within the current week.
- This Month: Tasks planned for the current month.
- Later: Tasks planned for future dates.
- Done: Completed tasks.
- Cancelled: Cancelled or closed tasks.
- All: Displays all assigned tasks.
My Tasks Overview Panel (Updated Card Layout)โ
Displays assigned task cards in a structured, high-density layout:
- Task Identification: Clear display of the Task Title and associated Project Name.
- Priority Star Rating: A 3-star rating displaying priority at a glance.
- Stage Pill: Rounded badge showing the task workflow stage (e.g.,
Analysis,Done,Review). Default global task stages persist and display immediately for Local Accounts. - Subtasks Navigation: Tasks with subtasks feature an interactive
Subtasks (N) >button for quick access to child work items. - Timeline Details: Shows Planned Hours (
Planned (H): N/Aor hours), Start Date, and End Date. - Overdue Duration: If a task is overdue, the exact overdue duration is prominently displayed in red text (e.g.,
312 days overdue).
Managing Tasks from My Tasksโ
Creating a New Task:
- Click the Add Icon or Floating Action Button.
- Enter required task information and click Save.
Viewing and Editing:
- Click on a task card to open the detailed view.
- Click the Edit Icon, update fields, and click Save.
Searching:
- Click the Search Icon and enter the task name to quickly locate assigned work.
Task Timer Managementโ
The module supports built-in time tracking directly from the overview screen.
- Starting a Timer: Swipe the task item to the left and click the Start Icon. Active work duration begins recording, the redesigned global floating timer widget appears at the bottom of the screen, and a timesheet entry may be created automatically. Starting a timer automatically sets any previously running timesheet to Draft status to prevent overlapping active timers.
- Pausing a Timer: Swipe the task item to the left and click the Pause Icon. This stops active tracking temporarily.
Swipe Actions in My Tasksโ
Quick swipe gestures reduce navigation steps.
Swipe Left Actions:
- View: Opens complete task details.
- Edit: Opens task editing screen.
- Start / Pause: Controls the active task timer via the global floating widget. Starting a timer sets any previously active timesheet to draft status.
Swipe Right Actions:
- Reschedule: Quickly change planned task dates (Tomorrow, Next Week, Next Month, or Custom).
- Delete: Remove the task from the system.