The 'My Tasks' Report
Your personal mission control!
We're thrilled to launch a powerful new dashboard feature to help you own your role in every project from day one. Meet My Task List, your personal summary of every task where your name appears in the RACI matrix. It launches automatically every time you log in, so you never miss a beat.
Why This Matters
Whether you're a Team Lead, Director, or Executive like Samuel the CEO, this feature gives you immediate insight into everything you're accountable for, without having to search or click around. It's perfect for:
- Busy leaders managing multiple teams
- Part-time platform users needing a quick status and get-started guidance
- Anyone who wants a daily reality check on what matters most
Feature Breakdown: What You'll See
- Automatic Task Overlay on Dashboard
- RACI Matrix Filter
- CSV File Export
- Disactivate Auto-Open Option
- 'My Tasks' Widget Access
Every time you log in, 'My Task List' pops up instantly showing all tasks where you're involved based on your RACI role. No clicks, no delays.
Zoom in to your true priorities. Filter your list by where you are 'R'esponsible, 'A'ccountable, 'C'onsulted or 'I'nformed
Need to take your task list offline? Just click Export to CSV to download your list in spreadsheet format, complete with key task elements.
Prefer to start your session distraction-free? Click 'Disactivate task report auto open' in the top corner. You'll still be able to access your task list anytime via the Widgets menu.
Once closed, your task list lives in the Widgets menu (bottom right of your screen). Just click 'My Tasks' to bring it back.
Set an evening ritual! Filter by 'R' before logging off to see where your neck's on the line so you can hit the ground running tomorrow.
