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1. Finding and Organising Your Tasks

The following controls are shared across many My Tasks views. Use them to reduce large task lists into a focused view for the work you are reviewing. Use Search when you know the task name, task ID or a relevant word. Enter the text in the search box to narrow the current My Tasks view and open the required task directly.

Example

Search for “Customer implementation” to quickly find tasks containing that text.

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1.2 Filter

Use Filter when you want to see only tasks matching selected conditions. You can apply more than one filter at the same time, then review the active filter chips before continuing. Filter panel listing available criteria: Status, Priority, Task Type, Requirement type, Reporter, Follower, No Activity, Recurring, Comments Filter menu with available task criteria. When filters are active, review the active-filter message or filter chips shown on the page. Use Clear all filters when you want to return to the complete list. To apply and review filters:
1

Open the required tab

Select Assigned to me, Assigned by me, Following or Alerts based on what you need to review.
2

Click Filter

Choose the relevant filter category and select the required value.
3

Review active filter chips

Applied filters and statuses appear above the task list as chips.
4

Clear filters when finished

Remove individual chips or use Clear all to return to a broader view.

Remember

More than one filter can be active at the same time. If a task is not visible, first review the active filter chips.

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1.3 Group By

Use Group By to organise a long task list into meaningful sections such as Team, Reporter Team, Person, Level or Project. Group by menu with options: Team, Reporter Team, Person, Level, Project Group By options.

Example

Use Group By > Person when following up with individual team members, or Group By > Project when you want to review all your work project-wise.

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1.4 Expand All / Collapse All

When tasks are grouped, each group can be expanded or collapsed. Expand shows the tasks inside the group; Collapse hides them and leaves only the group heading visible.
  • Expand All opens all grouped sections together.
  • Collapse All closes all grouped sections together.
  • Use these controls when you want to focus on one team, person or project at a time.

Example

If tasks are grouped by Team, keep Engineering expanded while collapsing other teams during an Engineering review.

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1.5 Columns

Use Columns to control the information shown in the task list. Select the fields you need, hide fields that are not required, and reorder the visible columns to suit the current review. Configure columns panel with a checklist of available columns such as Task, Assignee, Reporter, Followers, Priority, Status and Due date Configure columns by selecting, clearing and reordering fields.

Example

For a deadline review, keep Task, Assignee, Status, Due Date and Overdue / Due In visible. For a project review, add Project and Reporter.

  • The number beside a My Tasks tab indicates how many relevant items are available in that view.
  • Where a Task ID or Task Name appears as a link, select it to open the task directly.
  • Summary counters displayed above a view provide a quick indication of current workload or attention items; the counters shown can vary by view.

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1.7 Overdue / Due In

Overdue / Due In gives a quick view of deadline status. It may show that a task is due today, due in a number of days, overdue by a number of days, or already done.

Example

Use this column together with Priority to decide which task should be addressed first.

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1.8 No Activity Since

No Activity Since shows how long a task has remained without recent activity. It helps identify work that may have stopped progressing or requires follow-up.

Example

If a delegated task shows no activity for 14 days, open the task and review whether a follow-up is required.

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1.9 Use the Controls Together

Search, Filter, Group By, Expand/Collapse and Columns can be used together to create a focused review view.

Example

Assigned by Me > Filter Status = In Progress > Group By Person > Collapse groups not being reviewed > show only Task, Assignee, Due Date and No Activity Since.