Setting up projects
My tasks
See what the project process is waiting for from you, such as accepting the handover of a new project, and mark it done.
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In this article
My tasks lists what the project process is waiting for from you. A task is either yours or for a role you hold (see Approval roles).
Open your tasks
Open Projects › My Tasks. Open shows what is still to do, with the soonest due first; Done shows what you completed.
Each task shows its project, its due date, and these marks:
Overdue: the due date has passed.
Escalated: it was overdue long enough to be passed to the role your company escalates to.
For your role: it was given to a role you hold, so anyone with the role can do it.
Complete a task
Select Open to go to the record the task is about.
Select Mark done when it is finished.
Select a task's title to open its own page, with its project, due date and notes, Open the record and Mark done. The task's reminder opens this page.
Accepting a project handover is a task too: marking it done accepts the handover, exactly as Accept handover on the project page does. See Accept a project handover.
Reminders and escalation
When a task reaches its due date, the people it belongs to get one reminder. If your company set Escalate overdue tasks after (hours) in Projects › Process Settings, a task still open that many hours later is passed to its escalation role (for a handover, the General Manager), who can then complete it.