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 Menu (โฐ) 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 (โ): 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 Panelโ
Displays all assigned task cards in a structured list format. Each card includes: Task Name, Related Project Name, Task Stage, Priority Rating, Planned Hours, Start Date, End Date, and Overdue Status.
- Priority Indicator: Represented using star ratings (e.g., โ โโ for Low).
- Overdue Indicator: Displays the overdue duration in red if the task exceeds its planned end date.
Task Information Displayโ
Each task item provides scheduling information (Planned Hours, Start Date, End Date, Stage Name) to help users track deadlines and improve schedule awareness.
Managing Tasks from My Tasksโ
Creating a New Task:
- Click the โ 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, and a timesheet entry may be created automatically.
- 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.
Swipe Right Actions:
- Reschedule: Quickly change planned task dates (Tomorrow, Next Week, Next Month, or Custom).
- Delete: Remove the task from the system.