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My Tasks

The "My Tasks" tab provides a view of tasks assigned directly to the currently logged-in user. It is a filtered view of the task basket that focuses exclusively on tasks requiring the attention of a specific employee.

Access to My Tasks​

Access to the "My Tasks" tab can be obtained through:

  • Filter in the header of the task basket - "My Tasks" option
  • Direct access from the main Task Manager menu

The task list is automatically filtered to show exclusively:

  • Tasks directly assigned to the logged-in user
  • Tasks awaiting action from the current employee
  • No tasks from other users - even from the same basket/group

Automatic Filtering​

Tasks in the "My Tasks" tab are displayed in the same format as in the main task basket:

  • Tabular view with configurable columns
  • Same filtering options as in the main basket view
  • Identical sorting and search functionalities

Functionalities​

All options from the task basket​

The "My Tasks" tab offers the full set of functionalities available in the main task basket:

View and navigation​

Header options​

  • All tasks - complete list of tasks assigned to the user
  • Consultations - consultation tasks requiring user attention
  • Saved filters - custom filters for personal view

Task details - sidebar​

Opening details​

Similar to the main task basket, clicking on any task record opens a sidebar on the right side:

  • Detailed task information
  • Status and case data
  • Task description and key information

Task details sidebar

Sidebar with detailed information about the selected task from "My Tasks" list

Action functions​

The sidebar offers all standard task management options:

  • "Change assignment" - transferring the task to another user
  • Status update of the task
  • Adding comments and notes

Assignment change modal​

After selecting the "Change assignment" option, a standard modal opens with functionalities:

Assignment modal

Task assignment change modal with full list of available users

User list​

  • Complete list of all users in the system
  • Information about planned absences of each employee
  • Counter of currently handled cases for each user

Task transfer​

The modal enables quick and informed task transfer to another user with full context of team availability and workload.

Work optimization

Use the "My Tasks" tab as a starting point for daily work. Thanks to view personalization and saved filters, you can quickly focus on the most urgent tasks.