My Tasks

My Tasks is your single place to keep track of everything you're working on — across all of your projects and apps.

If you work in the browser, most of your work probably happens in tabs. Workona makes it frictionless to create a task for your current tab so once you're ready to get the task done, the link will be a click away.

Not only is My Tasks great for keeping track of your everyday work tasks, it also allows you to see all of your tasks from every space and even jump into a project in an instant. Star important tasks from your spaces to prioritize them into Today, Soon, or whatever other starred sections you decide to create.

We recommend pinning the dedicated My Tasks tab so it's always a click away while you work, or you can access My Tasks from any tab with the Workona Tasks extension.

• Add a task to My Tasks
• Add a task for your current tab
• Basic functionality of tasks
• View tasks from all spaces
• Prioritize important tasks within starred sections
• Add a task to a space from My Tasks
• Open a space from My Tasks
• Access My Tasks in a dedicated tab
• Access My Tasks from the extension
• Show completed tasks

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Add a task to My Tasks

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Click Add task to create a new task. If you'd like to create a task above the other tasks, click the + button that appears to the right of each starred section's name.
4. Start typing to add a task name.

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Add a task for your current tab

1. Add the Workona Tasks extension to your browser.
2. Chrome only: Pin the extension to the browser bar.
3. From any tab in your browser, click the Workona Tasks extension button (blue circle with white checkmark icon) that appears to the right of your browser's address bar.
4. Click My Tasks in the header.
5. To create a task for your current tab, simply start typing a new task name. The current tab will be auto-attached by default (uncheck the box next to Auto-attach current tab to disable this).

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Basic functionality of tasks

• Visit the Tasks help article to learn more about basic task functionality. All the same task functionality is available within My Tasks. You can:
  • Attach links and files
  • Add descriptions and due dates
  • Multiselect tasks to move or change them
  • Use all the same shortcuts to complete and delete

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View your tasks from all spaces in My Tasks

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Notice that all of your private and assigned tasks from every space appear below your starred sections.
4. To prioritize your space tasks into a starred section (e.g. Today or Soon), simply drag the task or star it.

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Prioritize important tasks within starred sections

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Add tasks to your starred sections:
   • Create tasks in your starred sections directly. This is how you should keep track of tasks that don't have to do with a specific space.
   • Drag and drop tasks from the space task lists at the bottom of My Tasks into the starred sections (e.g. Today, Soon, etc.) at the top of My Tasks. This method allows you to put a task exactly where you want it in a single step.
   • Click the Star task button (star icon) that appears when you hover over the task. You can also optionally change the starred section (e.g. Today, Soon, etc.).
4. You can also drag and drop tasks up and down within the starred sections to make sure your top priority is always top of mind.

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Star important tasks from your spaces

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Find the task that you want to star in the space.
4. Click the Star task button (star icon) that appears when you hover over the task.
5. Optionally change the starred section (e.g. Today, Soon, etc.).

• Note: You can also create tasks in your starred sections directly.

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Add a task to a space from My Tasks

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Click the Add to space button that appears when you hover over a task in the starred sections.
4. Notice the space name now appears where the Add to space button used to be.

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Open a space from My Tasks

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Click the Open space button in either of the following two locations:
   • From the starred sections, click the space name that appears on the right side of each task (only applies to tasks that are located within spaces). You'll see the Open space button in this popup.
   • From the space task lists, hover over a space's name and you'll see the Open space button appear on the top-right side.

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Access My Tasks in a dedicated tab

1. Open Workona.
2. Click My Tasks at the top of the sidebar.
3. Click the Open My Tasks as a tab button in the top-right of the screen.

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Access My Tasks from the extension

1. Add the Workona Tasks extension to your browser.
2. Chrome only: Pin the extension to the browser bar.
3. From any tab in your browser, click the Workona Tasks extension button (blue circle with white checkmark icon) that appears to the right of your browser's address bar.
4. Click My Tasks in the header.

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Show completed tasks

1. Open Workona.
2. Click My Tasks at the top of the sidebar or access it in a tab.
3. Click Complete in the header.
4. To hide completed tasks again, simply click Incomplete in the header.

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