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Track My Tasks from Quick Actions

Summary

The My Tasks tab shows your most urgent and overdue tasks. This helps you stay on top of important deadlines directly from your dashboard.

In this article

  • Before you begin
  • Step 1: Review pending tasks
  • Step 2: View all assigned tasks
  • Frequently Asked Questions (FAQ)

Before you begin

You must have access to the Tasks module. Tasks are assigned based on your role and activity (e.g. reviews, goals).

Step 1. Review pending tasks

  1. Click the My Tasks tab
  2. You’ll see a list of active or overdue tasks
    • Task name and due date
    • Colour-coded by urgency (e.g. Overdue in red)
    • Some items may include a three-dot menu for quick actions (like marking complete)

Step 2.  View all assigned tasks

    1. Click View All Tasks
    2. You’ll be taken to the full My Tasks module to see more items, update statuses, or filter by completion

    Frequently Asked Questions (FAQ)

    1. What types of tasks are shown here?

    Tasks such as reviews, training modules, and action items assigned to you.

    2 . Can I complete tasks directly from this tab?

    Yes, use the three-dot menu (⋯) to mark tasks as complete.

     

    3. Why are some tasks overdue?

    They’ve passed their due date and haven’t been marked complete. Take action or reach out to your manager if needed.

    4. Where can I see all tasks, including completed ones?

    Click View All Tasks to access your full task history and filters.