Projects & Work
Access your task list, understand task statuses, and use filters to organize your work by due date or status.
Creating and editing tasks requires specific task management capabilities in your account. If you need to create tasks, contact your Account Manager.
Go to the Tasks page from the main navigation menu. You will see three default views:
- My Tasks: All tasks assigned to you, regardless of status.
- Approvals: Tasks waiting for your approval or sign-off.
- Due Soon: Tasks with approaching deadlines.
Each task displays a status badge indicating where it stands. Common statuses include:
- Not Started: Task has been assigned but work has not begun.
- In Progress: Work is actively underway.
- Blocked: Progress is halted due to a dependency or issue.
- Waiting Approval: Work is complete and awaiting sign-off.
- Waiting on Client: Task is pending your input or feedback.
Use the filter options at the top of the task list to show only tasks with a specific status, assigned to a specific person, or due within a certain timeframe. Sort by due date to prioritize urgent items or by assignee to see work by team member.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
Ready when you are
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