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Purpose

The Tasks feature keeps you and your team organized, focused, and on track! 
From checklist items and meeting action items to change requests and key result updates, this tool brings all your work together in one place making it easier than ever to see what’s due, what’s done, and what needs your attention.

With smart filters, timelines, and progress tracking, you’ll never lose sight of what matters most.

Business Case

As a user, you can use the Tasks view to manage, filter, and monitor your personal and team responsibilities so that you can stay productive, accountable, and aligned with ongoing priorities.

From this view, you can:

• Switch between My Tasks and All Tasks to control your view:

  • My Tasks displays only open tasks assigned to you across the supported task types.
  • All Tasks displays all tasks that match your selected filters across the organization.

• This allows users to quickly focus on their own outstanding work without being distracted by completed items or tasks assigned to others.

• Filter by task type, including checklist items, obstacles, action items, change requests, and key result updates.

• Adjust the time frame to display tasks for the next 1, 3, 6, or 12 months — perfect for planning ahead.

• View task summaries showing total tasks, overdue tasks, open tasks, and completed ones all in real time.

The Tasks Drawer empowers teams to act quickly, focus on priorities, and keep work flowing smoothly turning to-do lists into done lists. 

Overview

To access Tasks, click the Task icon on the right side of your dashboard.
A drawer will slide open with a clean, organized view of everything you’re working on.

At the top, you’ll see quick summaries for overdue, open, and completed tasks.

When My Tasks is selected, the system automatically filters the list to show only open tasks assigned to you, making it easier to focus on the work that requires action. To view all matching tasks across the organization, switch to All Tasks.

In just a few clicks, you’ll know what’s happening, who’s responsible, and what’s next.

 

To Access and Use Tasks

1. Click the Task Icon 🖱️

   • On the right-hand side of your dashboard, click the task icon.

   • A drawer will slide open showing all task details.

2. Choose Your View 

   

   • My Tasks

     • Displays only open tasks assigned to you.
     • Includes tasks from the available task types such as Checklist Items, Obstacles, Meeting Action Items, Change Requests, Key Results, and Actual Updates.
     • Helps you focus on work that still requires your attention.

     • All Tasks

   • Displays all tasks that match your selected filters across the organization.
   • Provides a broader view of team and organizational activity.

3. Filter by Task Type

   • Use the Task Types dropdown to refine your view.

   • Choose from:

     • Checklist Items

     • Obstacles

     • Meeting Action Items

     • Change Requests

     • Key Results

     • Actual Updates

4. Select a Time Frame

• Pick how far ahead you want to look: 1 month, 3 months, 6 months, or 12 months.

   

1. Review Task Summary

• At the top, see quick stats for:

  • Total Tasks

  • Overdue Tasks

  • Open Tasks

  • Completed Tasks

1. View Your Task List

   • Scroll down to see all tasks that match your selected filters.

   • Click the radio button beside My Tasks or All Tasks to switch your view anytime.

2. Drill In for Details

   • Click any task to view details, update progress, or mark it complete all within the same drawer.

Summary

The Tasks feature transforms everyday work into a clear, organized, and rewarding experience. With just a few clicks, you can manage everything from meeting notes to change requests staying one step ahead and finishing strong, every time.