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).
Your task list
Open My Tasks to see the work that's assigned to you or waiting to be picked up. 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 task assigned to you only appears once its owner has finished setting it up. While it's still a draft, it stays private to the person creating it.
How a task moves along
Every task follows the same simple path:
- To do — the task is ready 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.
- In review — you've pressed Finish, and it now sits with your manager/owner to check.
- Done — the work has been accepted (or the review window elapsed) and the task is closed.
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, requests changes (it comes back to you with a note, keeping your output), or the review window passes automatically.
If you realise a task isn't yours to do, you can Hand back — it returns to the owner with a required reason so they can reassign it. That is not a grade against you.
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 (
pi pi-comments) next to the task's identifier opens that task's channel. - The subscribe star lets you control how much you're notified — cycle it through All, System-only, Mute, and off. It's the only subscribe control you need.
- The direct-message icon (
pi pi-comment) next to a person's name (creator, manager, assignee) 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 — the work went notably beyond expectations.
- MEETS — the work landed where it should. This is the healthy, normal result.
- NEEDS_IMPROVEMENT — 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.
- 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 acknowledge — and optionally rebut — a grade. Your response is kept on the record so both sides are always visible.
- Peer vs manager grades are shown separately, 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 and moves on.