For Professional (paid) members.

Click on Dashboard in the main navigation at the top of the page.

Select My tasks from the dropdown.

You will now see a table of all tasks assigned to you across the entire company account.

At a glance, you can see which tasks are overdue, open or complete and a summary display of all tasks within your account; now filterable by:

  • Task name
  • Task owner
  • Task flag status
  • Task due date
  • Task status
  • Element name (within which task lives)
  • Grid name (within which task lives)
  • Stage name (within which task/element lives)
  • Theme name (within which task/element lives)
  • Folder (within which grid/element/task lives)

You can also now manage all of your assigned tasks – in multiple grids/projects across the whole platform – by ticking completed tasks at this summary level.

Like the grid/element task logs, these account-level, dashboard views can be exported (as .csv files) or sent to print.

If you choose to print, a new page will open that is formatted for print. Once you have left the print dialogue box a modal will appear asking if you want to return to the grid. Alternatively, you can click the browser's back button.