My Tasks

The My Tasks card on the dashboard shows your own personal to-do list — not tasks assigned to clients, but tasks you’ve created for yourself to manage your own workload.

[Screenshot: My Tasks card with a list of to-dos and a “Create Task” button]

What’s Shown

Each task in the list displays:

• Task name
• Priority — High (red), Medium (orange), or Low (blue)
• Due date (overdue tasks shown in red)
• Start date (if set)
• Comment count — How many comments are on the task

Creating a Task

Click the + Create Task button (or the quick-action button) to open the task creation dialog. Fill in:

• Task name (required)
• Description (optional)
• Priority — High, Medium, or Low
• Start date and Due date (both optional)

Save to add the task to your list.

Completing Tasks

Check the box next to any task to mark it as complete. Completed tasks are moved out of the active list.

Editing and Deleting

Click on a task name to open the edit dialog. You can update the name, description, priority, or dates. Delete a task from the same dialog if it’s no longer needed.