Feature overview video
My Work lists everything assigned to you: records, comments, checklist items, sub-items and personal tasks. Open it from the top bar to see your work grouped by due date, and change status, priority or due date without leaving the page.
Example: a control owner in a vendor risk program starts the week in My Work. Two findings she owns are Overdue, one control test is due Today, and a comment asking for evidence waits under No Due Date. She works down the list from the top.
Plan Availability | All plan types. |
Permissions | Every role sees and manages the work assigned to them. |
Platform | Web |
Related Reading |
How a record becomes a task
A record shows in My Work when its Assigned To field is linked to a Status field in the field settings. A Due Date field linked to the same Status adds the due date. The due date is optional.
In this example, the Findings table has a Remediation Owner field (Assigned To) linked to Status, and Remediation Due (Due Date). Each finding assigned to the control owner is a task in her My Work.
Note: If a table's records never show in My Work, check the Assigned To field's settings. It must be linked to a Status field. See Assigned To Field.
Open My Work
Select the My Work button in the top bar. It opens from anywhere in SmartSuite.
Read the Open Assignments tab first. It lists your active work.
My Work with the Open Assignments tab showing the Overdue, Today and Upcoming groups and the task columns.
What each task shows
Task Name: the task, or the record that holds it.
Table: the table the task belongs to.
Task Type: assigned record, comment, personal task, checklist item or sub-item.
Priority: Low, Normal, High or Urgent, each with its own colored icon.
Status: the task's current status.
Due Date: the due date, if one is set.
Solution: the solution the task belongs to.
Open and closed assignments
Open Assignments groups active tasks by due date:
Overdue: the due date has passed.
Today: due today.
Upcoming: due within the next 7 days.
Later: due in more than 7 days.
No Due Date: no due date set.
Closed Assignments groups finished tasks by when they closed: Today, This Week (the last 7 days), This Month, Last Month and Last Year (the last 12 months). In this tab the Due Date column reads Closed Date.
Update a task from My Work
Status: select the Status value and pick another.
Done: select the circle beside a task to mark it complete.
Due date: select the due date, or the empty space for one, and pick a date. The change saves on its own if you have edit rights.
A record moves to Closed Assignments when its status is one the Solution Manager marked as complete.
Add a personal task
A personal task tracks a to-do that does not belong to a record.
In My Work, select New Task.
Enter the Task Name and check the Assignee. Both are required. The Assignee starts as you.
Optional: add a Task Description, a Due Date, a Priority, Attachments and a Solution.
Save the task.
The New Task window with Task Name, Task Description, Assignee, Due Date, Priority, Attachments and Solution.
Tip: The Solution on a personal task is a label for you. The task shows only in My Work, never in the solution's views.
Frequently asked questions
Which fields make a record show up in My Work?
Which fields make a record show up in My Work?
An Assigned To field linked to a Status field. A Due Date field linked to the same Status is optional and adds the due date.
Can several members have the same record in My Work?
Can several members have the same record in My Work?
Yes. A record assigned to several members shows in each member's My Work.
Where do I see tasks I have finished?
Where do I see tasks I have finished?
On the Closed Assignments tab, grouped by when they closed. A record moves there when its status is marked complete.
How do I add a task that is not tied to a record?
How do I add a task that is not tied to a record?
Select New Task in My Work and fill in the Task Name and Assignee. The rest is optional.
Can I see tasks I assigned to other people?
Can I see tasks I assigned to other people?
My Work shows your own assignments. For other people's, open the table and filter or group a view by the Assigned To field.
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Last verified 1 Nov 2026.