Your tasks and your view

See your own tasks first, then every project you can open.

• My tasks lists your own tasks, grouped by when they're due. Team tasks shows your team's.

• Filter by Active, Future, All open or Completed, and by client or project.

• Resize and reorder columns by dragging their edges and headings.

• Export downloads the tasks you're viewing as an Excel file. Use it for competency evidence, staff development or audits.

Every task has a traffic-light flag that its assignee sets: on track, at risk or off track. Overdue tasks are always off track.

Updated 2026-10-24