About the On My Plate page tasks tab

This article will show you how the On My Plate page works.

How-to Video

Go the On My Plate page to see your assigned tasks. If you are assigned to a task in a project and that task has dates that cross this week, then that task will show up on the On My Plate page. If you to see your team's assigned tasks for the week, then see the My Team's Plate article.

This page is organized from today to the next seven days. For example, a task (personal or project) assigned to you with a due date of today will show up on today's spot. Let's talk about how this page works.

Your tasks end up on the page for this week with these two conditions:

• Task must be assigned to you.
• Task must either have a start date or due date for this week or this week is in the middle of an earlier start date and a later due date.
  
  

Creating tasks

You can create personal tasks on the On My Plate page. If you want to see project tasks, you first need to create the task inside a project. If a project task is assigned to you and has a start or due date of this week, then it will show up on your On My Plate page. See the create task help page for details.

Late tasks

If due date is before today's date, it will live on the Late page. If the start date is late, but the due date is this week, it will not show up on the Late page, but the start date text on the task will be red.
To view late tasks:

1. Click the red "Show Late" button at the top of the page. If that button is not showing, then you have no late tasks. The Late page will list all past due tasks ordered by due date. 
   
2. Change the due date of each task to a date of this week to move it to this week. Or you can click "Snooze All to Today". The snooze will automatically snooze them all to today's date, but maintain their original date.
   
   

This Week tasks

• When you land on the On My Plate page, you will see a list calendar starting with Today all the way down to seven days from today.
• Click create task to create a new task. See the create task help page.
• Newly created personal tasks will automatically be assigned to you and given today's due date, so if you create one and click enter, it will land on Today. However, when you create a new task you can change it's due date and set of start date before clicking your enter key and that task will find its way to that date location on the last.
• You can drag and drop to reorder tasks to different days.
• Click the arrow at the bottom of this week to jump to the next week, and then the arrow at the top to jump back to this week.
  
  

Filters

• Click the Filters button in the upper right corner and the drawer opens with options.
• You can set a customer start and due date period to see all tasks in that range.
• You can set the filter to show personal tasks with no dates.
• And you can click the check box to keep your completed tasks in view.
  
  

Personal versus Project tasks

• When you create a new task on the On My Plate page, it's not assigned to a project and therefor a personal task. No one else but you will see this task unless you assign another person to it.
• When you create a task in a project and assign it to yourself and add a date for this week, it will show up on your On My Plate page.
• On the On My Plate page, a project task will show its project name in gray text under the task label.
• You can jump from a project task on the On My Plate page to the task's project location by expanding the task and clicking the "go to project" button at the bottom of the description window.