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My Task

Summary

 My Task helps users keep track of tasks assigned to them—either manually or through automated triggers like reviews and learning courses. Tasks show key details, current status, and can be marked as completed directly.

In this article

  • Before you begin
  • Step 1: Accessing My Task Page
  •  Frequently Asked Questions (FAQ)

Before you begin

To use the My Task feature, you must:
  • Have an active Plumm account
  • Be granted access permissions to view tasks
  • Be assigned at least one task (manually or automatically)

Step 1. Accessing My Task Page

  1. Click the 9-dot navigation icon in the top-left corner of your dashboard
  2. Make sure Core is selected (this is the default view)
  3. Select My Task from the menu

Step 2. View and manage your tasks

  1. View your full list of assigned tasks
  2. Each task will display:
    • Requested for
    • Task type
    • Assigned date and due date
    • Current status (Incomplete, Overdue, Completed)
  3. To mark a task as completed, click the action button next to the task
  4. Click View description on any task to see full details including:
    • Task name and type
    • Requested for and assignee
    • Due date and description
    • Status
  5. Activity log showing:
    • Who assigned the task
    • When it was assigned
    • All updates with time and date
  6. Use the search bar (top-right) to search for tasks by name
  7. Click the download icon (top-right) to export your task list to Excel
  8. View your total task count and status distribution chart on the top-right of the page

Frequently Asked Questions (FAQ)

1. Who can access My Task?

Only users with the correct permissions set by an admin or manager can access My Task.
 

2. What tasks will I see?

 You’ll see all tasks assigned to you, either directly by a manager or automatically from reviews or courses.

3. What do the different statuses mean?

  • Incomplete: Task is pending and not yet past the due date
  • Overdue: Task is not completed and the due date has passed
  • Completed: Task has been marked as done
 

4. Can I track when a task was created or updated?

Yes. Every task includes an activity log with a full history of changes, including who made them and when.


5. Can I search or download my task list?

Yes. You can search tasks by name using the search bar or export the full list as an Excel file.