Online Help | Desktop App

Working with your Tasks

Tasks grid from the Project Management section of the Sidebar enables you to work with any Task record existing in the system. At the same time, to make your work more comfortable and productive, there is a special kind of grid: My Tasks. It allows you to concentrate on Tasks that are assigned to you.

The My Tasks grid can be opened by choosing Go > My Tasks from the main menu or by navigating to My Work > My Tasks in the Sidebar.

Within the My Tasks grid, you can work with your Tasks in just the same way as in the other Tasks grids. For details, see Working with Projects and Tasks and Project Task records.

NOTE: By default, the My Tasks grid has a predefined filter: all Tasks with the "Closed" status are filtered out. This system setting cannot be modified. To track closed Tasks, use other grids.