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My Tasks page showing Total, In Progress, Completed, and Overdue counters, a completion progress bar, search and filters, and tasks grouped under project headings with priority and status pills.

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Why you’re here

My Tasks under Home is the “what do I owe this week?” view. It’s the same page as Plan → Tasks, but framed for the individual contributor rather than the project lead — the focus is your personal work across every customer, not one project’s task backlog. Open it first thing in the morning, after a customer call that generated new action items, or when you’re triaging before the weekend.

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What you’ll see

  • Four counters at the top: Total Tasks, In Progress, Completed, and Overdue.
  • A Task Completion progress bar showing how many tasks are done out of the total, with a percentage.
  • A search box and two dropdowns (All Statuses, All Priorities), plus a Mark Complete action that counts selected items.
  • Tasks grouped under their parent project heading with a per-project count on the right.
  • Each task row shows a checkbox, title, priority pill, status pill, description, the customer it belongs to, the source project, the assignee, and a due-date indicator — overdue items show the day count in red.
  • A New Task button in the top right.
The Home entry point lands you on your own tasks only. If you need the project-lead angle — reassigning work, surfacing unassigned tasks, or reviewing a whole project’s list — use Plan → Tasks instead.

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When to use it

  • Start the week with one list of everything you owe across every customer.
  • Clear overdue work before a status call instead of hunting across projects.
  • Bulk-complete a batch of items after a working session with the Mark Complete action.
  • Jump from a task into its parent project to open the Customer Success Plan in context.

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Next

Activity feed

See the log of changes your completed tasks generated.

Overview

Return to the portfolio dashboard for context across accounts.