My tasks tab is another way of organising, managing, and monitoring tasks in one place. Within it, you can:
- See all the tasks from all the projects that are assigned to a certain resource and their total number.
- Have quick access to all the tasks from all the projects that are assigned to you.
- See milestones.
- Find particular tasks using Filter.
- Export tasks.
To open it, click on My tasks 1 on the left sidebar. This will open a table with a Filter dashboard, but without a Gantt chart. By default, three parameters are activated that bring to view your incomplete tasks. Tasks will be filtered by Assignee (that is you) 2 and by Status 3 (Open and In Progress), and also sorted out based on their start date from the latest to the most recent.
If you click on Clear in Filters 4, these filters will be discarded and you will see all the tasks from all the projects. To get back to the list of your incomplete tasks, simply click on My incomplete tasks 5.
You can also configure how tasks are sorted out. If you just click on the column name, your tasks will be sorted out based on it. Then, if you want to change the order from ascending to descending and vice versa, you can click on the field name once again.
There is also a possibility to choose which fields you want to see in My tasks. By default, the following fields are on:
- Task name
- Start date
To add other fields or hide some, click on the + sign in the row of fields and check the boxes for those fields you want to display.
You can export the list of tasks straight from the My tasks tab as an Excel file. Read here how to do that.