My Tasks

What is My Tasks?

My Tasks pulls every task assigned to you into one place — regardless of whether the task belongs to a case or exists on its own. You get a single view of your workload across the entire workspace without opening individual cases or browsing firm-wide task lists.

Switch between views

You can change the way tasks are grouped and displayed directly from the top of the board.

Tip: Use the Filters and Customize controls at the top of My Tasks to change how tasks are grouped or displayed.

Take action from My Tasks

You can open any task directly from My Tasks to view its details, update its status, or add comments. This lets you advance work without leaving your personal view and without navigating into the underlying case. When you save changes, the board refreshes automatically to show the latest state.

Note: My Tasks only shows tasks assigned to you. To see all tasks across your firm, go to Tasks in the sidebar.

Related articles: Create a Task, Assign a Task, Filter and Sort Tasks, Custom Task Statuses