My tasks

In simple words

My tasks is part of Projects. Your own work list. This guide takes you through it in 7 short steps.

Where it fits in your work — Control. Timesheets are approved and costs are compared with the budget.

Before you start

• You need to be signed in to your company's workspace. Projects appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• My tasks belongs to For every team member in Projects. Your own work list.

Step by step

1. 1

   Step 1

   Open Projects

   Sign in and open the Projects panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Project Portfolio Overview”

   In the left menu of Projects, open the page called “Project Portfolio Overview” (some pages sit inside a menu group — click the group to expand it).

3. 3

   Step 3

   Choose a view

   Use the tabs at the top of the screen to switch between:

   • Day
   • Week
   • Month
   • Year
4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Date Range
   • Granularity
   • Client
   • Status
   • Priority
   • Billing Model
   • Health Filter
5. 5

   Step 5

   Add a new one

   Click “New Project” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Analytics
   • Today
   • Last 7 Days
   • Last 30 Days
   • This Month
   • This Year
   • Day
   • Week
7. 7

   Step 7

   Done

   Your own work list.

Tips

• You can use more than one filter together (Date Range, Granularity, Client) to see exactly the records you want.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Projects → Open “Project Portfolio Overview” → Choose a view → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Projects start from clients won in the CRM.

• Finance

  Milestone billing and project profitability.

• Team Chat

  A discussion channel for each project.

• Client & Student Portal

  Clients see progress in their portal.

What you will see on this screen

These are the parts of the Project Portfolio Overview screen, exactly as they appear in the product.

Why use Projects

Projects replaces project management software, on the same login and the same data.

• Clear ownership of every task and deadline
• Know a project's profitability before it ends
• Time, cost and milestones in one place
• Milestones can raise the invoice automatically

Who uses Projects

• Project managers

  Plan, assign, track and bill delivery.

• Team members

  Work from their own task list and log time.

• Account managers

  Keep the client relationship and project history together.

• Leadership

  See portfolio health, utilisation and profitability.

More in For every team member