My Tasks View in Ontraccr: Managing Your Assigned Work
🧑💻 My Tasks View in Ontraccr: Managing Your Assigned Work
Overview
The My Tasks view is a centralized dashboard where users can see all their assigned tasks across every board. Whether triggered by status change, created manually, or assigned via automation, all tasks assigned to you will show up here — complete with due dates, priorities, and linked forms.
🎯 Why Use My Tasks?
My Tasks helps users:
- Stay organized and never miss a deadline
- Track tasks across multiple boards in one place
- Access linked forms and card info directly from their task
- Manage work efficiently by due date, priority, or type
🧩 How to Access My Tasks
- From your Ontraccr dashboard or sidebar, go to My Tasks
- You’ll see a list of all tasks assigned to you
- Sorted by due date by default
- Categorized by type (e.g., Card Task, Equipment Task)
🧰 What You Can Do in My Tasks
| Action | Description |
|---|---|
| Open a Task | Click to view details, including description, due date, status, and any assigned form |
| Complete a Form | If a form is attached, click it to fill and submit directly |
| Mark as Done | Click the checkbox or “Mark as Done” to complete the task |
| Sort & Filter | Organize tasks by board, due date, priority, or task type |
✅ Example Use Cases
| Role | Task Examples |
|---|---|
| Estimator | “Submit pricing,” “Follow up on lead” |
| Field Technician | “Complete Equipment Inspection,” “Submit Daily Report” |
| HR | “Review Onboarding Form,” “Collect Employee Docs” |
| Supervisor | “Review Safety Checklist,” “Approve PO Request” |
🧠 Tips & Edge Cases
- Tasks created by status-based workflows, manual assignments, or task templates all land here
- You can complete tasks directly in My Tasks or by navigating through the card itself
- Once marked as “Done,” tasks are archived but remain logged in the card’s history
- Use My Tasks for daily task reviews, especially in field roles or project management positions