My Tasks is where the work assigned to you lives, and My KPI is your own private, honest read on how that work is going. This guide walks you through both — how a task moves from start to finish, and what your KPI signal actually means (spoiler: it's a helpful nudge, never a punishment).
Using My Tasks
Open My Tasks from the dashboard — the "My Tasks" strip on the My Day tab shows how many open tasks are assigned to you. The page is titled "Tasks" and defaults to your open queue. Each task shows its description (the ask), a status chip, and its priority. Tap a task to open it and see the full detail — the ask, any attached files, the chat channel, and the buttons for whatever comes next. A "My KPI" button at the top of the list takes you to your own KPI view.
A task assigned to you only appears once its owner has pressed "Publish". While it's still a draft, it stays private to the person creating it.
How a task moves along
Every task follows the same path. The status chip reads:
- Draft — the owner is still setting it up. You don't see it yet unless you created it.
- Ready to start — the task is published and waiting. When it's yours to do, you press "Start" to pick it up.
- In Progress — you're actively working on it. This is where you do the real work and capture your result.
- Waiting on sub-tasks — the task has dependent sub-tasks; it submits itself for review once they all complete.
- In Review — you've pressed "Finish", and it now sits with your manager or owner to check.
- Done — the work has been accepted (or the review window elapsed) and the task is closed.
- Cancelled — the owner cancelled it.
"Start" and "Finish" are the doer's actions — you'll see those buttons when the task is yours to work.
Working a task
- Open the task and read the ask on the Overview.
- Press "Start" to move it to In Progress.
- Do the work. If the task asks for an Output, capture it in the Output area — free text, a filled-in form, or attached files (photos, exports, proof). You can attach files to a task at any time.
- When you're done, press "Finish". The task goes to In Review.
- Your manager either accepts it, presses "Request changes" (it comes back to you with a note, keeping your output), or the review window passes automatically.
Other buttons you may see, depending on the task and your role:
- Claim — a team task nobody owns yet; claim it to make it yours.
- Hand back — if a task isn't yours to do, return it to the owner with a required reason so they can reassign it. That is not a grade against you.
- Withdraw and Withdraw & clear output — pull a task back from review to In Progress, keeping or clearing what you recorded.
- Delegate and New sub-task — pass part of the work to someone else; the delegatee gets a blank copy of the same form.
- Return to draft — the owner sends it back so the ask can be edited.
Chat, subscribing, and messaging people
Every task has its own chat channel so all the conversation about it stays in one place. On the task page:
- The chat icon (speech bubbles) next to the task's identifier opens that task's channel. "Open task chat" on the Activity panel does the same.
- The subscribe star lets you control how much you're notified. Click it to cycle through five levels: not watching, All, System-only, Badge-only (the quiet watch: inbox and unread badge, no push) and Mute, then back to not watching. It's the only subscribe control you need. See Chat, Record Channels and Notifications.
- The direct-message icon (single speech bubble) next to a person's name (assignee, manager) opens a 1:1 chat with them.
Understanding My KPI
My KPI is a self-service, transparent view of your own performance — you can always see your own scores. It's designed to be low-stakes: a single grade is a sample feeding a rolling picture, never a gate. A grade never blocks your work, and it never triggers automatic discipline.
Grades come in three levels:
- Exceeds Expectations (green) — the work went notably beyond expectations.
- Meets Expectations (yellow) — the work landed where it should. This is the healthy, normal result.
- Needs Improvement (red) — a signal to look at, not a penalty.
A few things worth knowing:
- Auto-grading is opt-in. A task is only auto-graded when someone has set an expected target on it. Most tasks are graded by a person, or not at all. A task left in review past the window is closed with the default middle grade.
- No self-grading. You can't rate your own work, and neither can a manager rate their own.
- You have a voice. On a finished task you can press "Acknowledge grade" — and optionally rebut it. Your response is kept on the record so both sides are always visible.
- "Formal" grades (your line manager and the system) and peer grades are shown separately with a sample count, so an occasional peer rating isn't weighed like your line manager's.
Think of My KPI as a mirror, not a report card. It helps you and your manager focus on the exceptions — most work simply meets expectations and moves on.