My Tasks

My Tasks is your personal task hub within the workspace. It consolidates every task assigned to you, regardless of which module it originated from.

Where to find it

Click My Tasks (checkmark icon) in the sidebar, or Tasks in the bottom bar on a phone.

Task sources

Five sources come together here:

Source	Shows up for you when …
Tasks (project & workspace)	they are assigned to you or you created them
Pages · to-do blocks	you are set as the assignee of the to-do
Databases · rows	an `assignee` column points to you
Sessions · checklists	you are responsible for the checklist item
Boards · checklist cards	an item is assigned to you (”…” menu on the item → Assign)

Groups and filters

The list is grouped by due date: Overdue, Today, Next 7 days, Later and No date. At the top you can narrow it to a time span or a project; without a filter you see all of your tasks in the workspace.

Tasks without their own deadline that belong to a session are due by the shoot: their deadline is the day of the session (or of the next session in their project) and is marked derived. If the shoot day moves, the deadline moves with it.

The week

Above the list, the week appears as a band: deadlines, shoot days with their readiness, and “by the shoot”. The arrows page up to eight weeks ahead; tapping an entry jumps to the task in the list.

Rescheduling: drag a task by the handle on its left onto a day in the band. Or tap the handle and pick a day of the week shown under Move to …. Past days don’t accept anything. A derived (“by the shoot”) deadline becomes a deadline of its own. A notice offers Undo.

You can also change the deadline directly with the calendar icon on the right of the row.

Ticking a task off

Click the checkbox to the left of a task. The change is saved immediately in the original source (task / page / database / session). A notice with Undo follows: the task returns to its place and to its source.

Both the person who created the task and the person it is assigned to may tick it off. Deleting is reserved for the creator: deleting a task you were merely assigned would remove it for everyone.

Table rows can only be ticked off here if the table is set up as a task source with a done column. Otherwise Open in the table takes you to the row.

Posts from the content plan

If you are the responsible person for a post in the content plan, it shows up here as Publish: … followed by its channel, e.g. “Publish: Autumn look · Instagram”. That way the versions of one post can be told apart. A post is done once it is set to published or discarded in the plan.

Jump to the source

Click the source below the title to jump straight to the original page, table or session.

Quick add

Click + Task at the top right (on a phone, New in the bottom bar) to create a standalone task:

Type the title
Optionally choose once, daily, weekly or monthly
Confirm with Enter

The task belongs to you and appears in your list right away. Set the deadline afterwards with the calendar icon on the row.

See all tasks in the workspace below the heading leads to the All Tasks overview.

Assigning tasks

The person icon on a row (Assign to someone) hands a task over straight from the list. The change is written to the source; once you hand a task over, it no longer appears here for you.

Otherwise, tasks are assigned where they live:

Project tasks: open the project → Tasks tab → click the assignee circle
To-do on a page: click the person icon in the to-do block
Database: add a column of type assignee and set the cell
Session: pick a person in the checklist item

You can only assign tasks to members of the workspace.

When to use “My Tasks”

Good for	Better elsewhere
Daily personal overview	Team-wide status → database kanban
Tasks across several projects	All tasks of one project → project Tasks tab
Quickly ticking things off	Tasks with many fields → a row in a database