​The My Tasks functionality is available on the Windows, Mac, iPad, Web and Online Portal platforms.​

To display the tasks a specific team member is working on, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the “Filter” option located in the upper right corner of the view, then click on the “Assignments” option and select the desired team member by clicking on it.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To apply multiple filters at the same time, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu and select “My Tasks” or “All Assignments” view. Then, click on the “Filter” option in the upper right corner of the view and apply the desired filters by clicking on them.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To see the tasks from a specific portfolio in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the "Filter" option in the upper right corner of the view, then select the "Portfolios" option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the "Portfolios" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To see the tasks from a specific portfolio in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click on the "Filter" option in the upper right corner of the view, then select the "Portfolios" option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the "Portfolios" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To see the tasks from a specific project in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the "Filter" option in the upper right corner of the view, then select the "Projects" option. Choose the specific project by clicking on it. Note that you can view tasks from multiple projects by selecting them from the "Projects" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To see the tasks from a specific project in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click on the "Filter" option in the upper right corner of the view, then select the "Projects" option. Choose the specific project by clicking on it. Note that you can view tasks from multiple projects by selecting them from the "Projects" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish in the Future in All Assignments view, igo to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Future” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish in the Future in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, access the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Future” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Next Week in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Next Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Next Week in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Next Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish This Week in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “This Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish This Week in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “This Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Tomorrow in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Tomorrow” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Tomorrow in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Tomorrow” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Today in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Today” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Today in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Today” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Until Today in All Assignments view, igo to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Until Today” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish Until Today in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Until Today” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish in a specific interval of time in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu - go to All Assignments tab. Click the "Filter" option located in the upper right corner of the view, select the "Finish" option, and choose the "Custom" option from the dropdown menu. Next, input the desired dates in the "After" and "Before" fields.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show the tasks that will finish in a specific interval of time in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click the "Filter" option located in the upper right corner of the view, select the "Finish" option, and choose the "Custom" option from the dropdown menu. Next, input the desired dates in the "After" and "Before" fields.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show all Completed Tasks in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, and choose the “Completed” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show all Completed Tasks in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, and choose the “Completed” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show all Active Tasks in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, and select the “All Active” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

To show all Active Tasks in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, and choose the “All Active” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.