Best Practices & Troubleshooting

1. Recommended Daily Workflow

Start with Assigned to Me

Review the tasks you own and identify urgent or overdue items. See Assigned to Me.

Check Alerts

Review mentions, unread task discussions and attention items. See Alerts.

Review Approvals

Complete any approval actions waiting for you. See Approvals.

Review Assigned by Me

Follow up on delegated work that is overdue or inactive. See Assigned by Me.

Use Calendar or Boards when needed

Use Calendar for date-based planning and Boards for a visual workflow review.

Use Favourites for frequent access

Keep important tasks that you revisit regularly in Favourites.

3. Common Issues

Issue	What to do
A task is not visible	Check the selected tab and clear any active filters that may be hiding it.
The list is grouped incorrectly	Open Group By and select the required option, or remove the current grouping.
A required field is missing	Open Columns and select the required column.
Too many columns are displayed	Hide unnecessary columns and reorder the remaining fields for easier review.
I cannot find a task I delegated	Check Assigned by Me and review any active filters.
An approval is missing	Confirm that the task is actually waiting for your approval and check the Pending tab.
Favourites is empty	Star a task from another task view first.
The calendar looks empty	Check the selected month/week and review any active filters.

Best practice

Use a focused view: choose the correct tab first, then apply only the filters, grouping and columns needed for that review.

1. Recommended Daily Workflow