Click the My Work icon in the top panel to see every record, comment, checklist item, sub-item and personal task assigned to you, grouped by due date under Open and Closed Assignments. Change status, mark complete or move the due date without leaving the page.
Feature overview video
Plan Availability | All plan types |
Permissions | All Roles: View and manage tasks assigned to them |
Platform | Web |
Related Reading |
My Work is a top-level view of all your tasks across the system with important information like due dates and priorities displayed in a concise format. Sort tasks by date, priority, or Solution to focus on the things that you need to get done.
Say goodbye to constantly changing context - no more friction from flipping back and forth between emails, calendars, and Tables to figure out what’s next. Now you have the perfect way to visualize all of your work.
My Work tasks are created for records that have an Assigned to field connected to a Status field. You can also (optionally) connect a Due Date field to Status to track when the task is due.
Where is My Work?
Note: If you're not seeing your tasks for a certain Table, make sure you've properly configured your Assigned To field settings.
My Work is instantly accessible no matter where you are in SmartSuite. From the top panel click the My Work icon to get started.
Tasks in SmartSuite can take many shapes - records, checklists, comments and sub items can be assigned to members with a due date.
What does My Work show?
Task details
My Work organizes tasks with the following details:
Task Name: The name of the task or containing record.
Table: The table associated with the task (if applicable).
Task Type: Indicates whether it is an assigned record, comment, personal task, checklist item, or sub-task.
Priority: Displays task priority level (Low, Normal, High, Urgent).
Status: Indicates the task’s current status (e.g., Open, Completed).
Due Date: Shows due dates, if assigned.
Solution: The associated workflow or process for the task.
Open and closed assignments
Open Assignments: Active tasks grouped by:
Overdue: Tasks with past due dates.
Today: Tasks due today.
Upcoming: Tasks due within the next 7 days.
Later: Tasks due in more than 7 days.
No Due Date: Tasks without an assigned due date.
Closed Assignments: Completed tasks, grouped by:
Today: Tasks completed today.
This Week: Tasks completed within the last 7 days.
This Month: Tasks completed this month.
Last Month: Tasks completed last month.
Last Year: Tasks completed within the last 12 months.
You’ll also notice that in this view the Due Date column name changes to Closed Date to make it clear that these tasks are no longer active.
Priorities
SmartSuite supports four priority levels, each with a distinctive color-coded icon that gives you an immediate visual cue. Available status values are:
Low
Normal
High
Urgent
How do I update a task from My Work?
Status and completion
Change task status by clicking the Status field dropdown.
Click the circle icon beside a task to quickly mark it as complete.
Records with statuses marked as "Complete" (configured by the Solution Manager) will move to the Closed Assignments tab.
Due dates
You can easily adjust task due dates:
Click on an empty due date placeholder or existing due date.
Use the date picker to select a new date.
Changes are saved automatically (permissions required).
How do I add a personal task?
Personal tasks track to-do items that do not belong to a record.
To get started, click on the New Task button:
A window will open, letting you capture the details about your individual task. You can provide as much information as necessary to capture the important details of the work that needs to be done.
Task Name. Give the task a short, descriptive title. This field and Assignee are the only two that are required to save the task.
Task Description. Add additional information about the task using SmartDoc rich text markup.
Assignee. Specify who owns the task. This value defaults to the creating Member, but you can change it if you’re creating a task for someone else.
Due Date. Add an optional due date to keep track of timelines.
Priority. Optionally add a priority to indicate how critical the task is.
Attachments. Attach files or images that are related to the work at hand.
Solution. You can choose to select a Solution to associate the task with, reminding you at a glance what type of work the task relates to. NOTE: This personal task only displays within My Work and does not display in views of the Solution selected.
What are common ways to use My Work?
1. Daily task management
Scenario: A team member wants to organize their daily tasks to meet deadlines.
Solution: Use the "Today" and "Overdue" categories in My Work to prioritize tasks requiring immediate attention.
2. Cross-department collaboration
Scenario: A marketing team is collaborating with product development on a campaign timeline.
Solution: My Work allows team members to track their assigned checklist items and updates from multiple solutions.
3. Personal tasks
Scenario: A user is managing personal tasks unrelated to a formal project.
Solution: Create personal tasks in My Work to track to-dos and deadlines alongside team assignments.
Related video content
Frequently asked questions
Which fields make a record show up in My Work?
Assigned to & Status field
Due Date is optional
Can several members have the same record in their My Work?
Yes. A record assigned to several members appears in each member's My Work.
How do I see tasks I have finished?
Open the Closed Assignments tab. Records whose status is marked Complete (as configured by the Solution Manager) move there, grouped by when they closed.
How do I add a task that is not tied to a record?
Click New Task in My Work and fill in the name and assignee; description, due date and priority are optional.
Can I see tasks I assigned to other people?
My Work shows your own assignments. For other people's, open the table and create a view filtered or grouped by the Assigned To field.
Last verified 21 Oct 2026 against this article as Product wrote it in Feb 2025 and the pricing page (Task Lists, Personal Tasks)