---
title: My Tasks
description: "Keep a personal to-do list tied to clients, quotes, orders, and more, with list, month, week, and day views."
url: "https://theasst.com/docs/my-tasks/"
updated: "2026-10-08"
category: Getting Started
---

# My Tasks

My Tasks is your personal to-do list. A task can stand on its own (“Call the accountant”) or be linked to a record in TBA (“Follow up on quote #214”). Your list also shows work you have been scheduled for on [Sales/Service Orders](https://theasst.com/docs/sales-service-orders/), so everything you need to do is in one place. Open it from **My Stuff → My Tasks**, or from the [Utility Menu](https://theasst.com/docs/utility-menu/).

## The Task List

The page has three controls in the sidebar:

- **Which tasks** — *All tasks*, *Current tasks* (the default: what is due or active now), or *All uncompleted*.
- **Whose tasks** — *Me* by default. Users who are allowed to administer everyone’s tasks can choose another person (see [Users and Permissions](https://theasst.com/docs/users-and-permissions/)).
- **Add new** — creates a task.

Switch between four ways of seeing them:

- **List** — columns for **Due**, **Task**, **Notes**, and **Status**. Click a task to open it.
- **Month**, **Week**, and **Day** — a calendar. Each task appears on its due date (or its start date if it has no due date). Use the arrows to move to the previous or next period. Hover over a task to see its linked record and its full notes.

Work scheduled for you on an order appears too, marked as read-only; change it from the order itself.

## A Task

Click **Add new** or click a task to open it in its own window:

- **For** — whose task it is (you, unless you can assign tasks to others).
- **Task** — a short description.
- **Start** and **Due** dates, and the time if it matters.
- **Completed** — set the date and time when you finish it. Completed tasks drop out of *Current* and *All uncompleted*.
- **Linked to** and **ID#** — optionally tie it to a Client, Quote, Sales/Service Order, Invoice, Vendor, Purchase Order, or Bill by choosing the type and entering its number.
- **Notes**.

Save the task, or delete it from the same window.

## Where Else Tasks Show Up

Today’s tasks are on the [Utility Menu](https://theasst.com/docs/utility-menu/), and task time counts on the [Time Tracking Calendar](https://theasst.com/docs/time-tracking-calendar/) as scheduled time.

## On a Phone

Tasks in the list view appear as cards. The **Month** view is a compact grid showing how many tasks fall on each day — tap a day to open it — and the **Week** view is one card per day. See [Using TBA on Your Phone](https://theasst.com/docs/using-tba-on-your-phone/).