---
title: "My Tasks View in Ontraccr: Managing Your Assigned Work"
url: "https://help.ontraccr.com/en/article/my-tasks-view-in-ontraccr-managing-your-assigned-work"
language: "en"
last_updated: "2025-05-27T10:31:01.632Z"
---

# 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**

1.  From your Ontraccr dashboard or sidebar, go to **My Tasks**
2.  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)

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## **🧰 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