My Tasks
Every open task in the business, across every active job and every lead, on one screen. Three ways to look at the same list: list (by due date), board (by status) and timeline (one lane per job, with milestones). Tasks come from you, your team and the assistant's regular review of each job. Per-job task lists live inside each project; this is the whole portfolio.
- At least one job in Quoting, Pre-construction, Awarded or In Progress, or a lead with a follow-up. Completed and archived jobs drop off this screen.
- Nothing is module-gated here.
Press list, board or timeline at the top right. The timeline is the default on a desktop; on a phone it is not offered and the list opens instead.
- List groups by due date: Overdue, Today, This week, Later, No due date.
- Board has three columns: To do, In progress, Waiting · Blocked.
- Timeline draws one bar per active job from start to handover, filled to show programme completion, with milestone diamonds. Press a job's name to unroll its programme; press a diamond to see the tasks feeding it.
Use the filter bar: All projects or one job; Everyone, Mine, PM Agent, Unassigned or a team member; Any priority or one level; and Search tasks…. Filters apply to all three views.
- Press the circle at the left of a row (Mark done) to complete it.
- Use the status menu on the row to set To do, In progress, Blocked, Waiting, Done or Dismissed.
- On the timeline, a drilled-in task offers Start (in progress) and Mark done.
The change is saved at once and the list updates. If the save fails, the row goes back and a message asks you to try again.
Press the task's title. The task panel shows the title and details (edit them and press Save changes), plus Status, Priority, Due and Owner (you, a team member, Anyone, or the PM agent). Add files, link other documents on the job, and leave a note on the task's activity record. Three buttons at the foot:
- Send to AI hands the task to the PM agent, which attempts it with its tools and reports back.
- Discuss in chat opens a conversation with this task loaded as context.
- Mark done completes it and closes the panel.
When open tasks have neither a due date nor a milestone, a Needs scheduling tray appears with the count. Expand it to see them, or press AI: sort these. That opens a project-manager chat that sets a day for each, picks an owner by role and links each to the programme task it serves, then reports what it scheduled.
- The assistant reviews each job as it changes and adds, updates and dismisses tasks. Tasks it creates are marked as from the agent; tasks it owns show PM Agent.
- The screen refreshes itself when anyone in the business changes a task or a programme, and the moment the assistant changes one in chat.
- A task completed here fires the same events as completing it inside the job, so the week plan and the PM agent see it.
- Lead follow-ups from the CRM appear alongside job tasks; they belong to the lead, not a project.
- Tasks with no date and no milestone link are invisible on the timeline. They are not lost; they are in the Needs scheduling tray until someone (or the assistant) sorts them.
- Dismissed and Done tasks leave this screen. There is no completed-tasks view here; look inside the job.
- The Owner filter's Mine means tasks assigned to you by name. A task assigned to Anyone is in Unassigned.
- The timeline is capped to the programme rows of the jobs it plots; a job with no programme shows a bar but nothing to unroll.
- Send to AI is a handoff, not magic. The agent tries the task with the tools it has and reports back; some tasks come back as "needs a person".