BLOCKS: My Tasks Block

My Tasks Block

The My Tasks Block enables you to display Tasks directly on a Dashboard or Portal Page for the person viewing the page. It can be used for all Clients and Staff Roles, giving each Target a personalised view of their assigned Tasks with the ability to interact with, complete, and manage Tasks without ever leaving the page.

IMPORTANT: The My Tasks Block is only available on a Dashboard or Portal Page. It cannot be added to a Public Page.

What This Block Is Used For

Use this block to give Clients or Staff a clear and accessible view of the Tasks assigned to them, directly within the portal experience. It removes the need to navigate to a separate Tasks area and keeps work visible and actionable at all times.

  • Display a Target's assigned Tasks in a clean, sortable list on their dashboard or portal page.
  • Allow Clients or Staff to click a Task to open it, view details, and make updates without leaving the page.
  • Allow users to mark Tasks as complete directly from the block using the check icon.
  • Allow users to view, download, and upload Task Files directly from the block.
  • Provide quick access to the full Task list via a View All My Tasks button within the block.

What Users Will See

When users access a page containing a My Tasks Block, they will see a list of Tasks assigned to them displayed directly within the page content. The experience is clean and fully interactive without requiring any navigation away from the page.

  • A list of assigned Tasks displayed with the data fields you have enabled, such as Project Name, Phase, Status, Priority, Type, and Files.
  • A check icon next to each Task that can be clicked to mark it as complete.
  • The ability to click a Task to open the full Task window, view details, add comments, upload files, and update the Task, all without leaving the Dashboard or Portal Page.
  • Sort and filter icons within the block that allow users to customise their view at any time.
  • A View All My Tasks button at the bottom of the block for quick access to the full Task list.

How to Add This Block

1. Open the Content Block Editor on the Dashboard or Portal Page you wish to edit.

2. Click the Add Block (+) button to open the block selection menu.

3. Select My Tasks Block from the list.

Once added, the block will appear in your layout and is ready to be configured.

How to Configure the Block

After adding the block you will be able to add your settings, alternatively, click the pencil (edit) icon at anytime in the block toolbar to open the block options. This will open the Block Options tab.

Block Title: Give the block a unique title. This title will appear as a header on the Target's side and helps users identify the purpose of the block at a glance.

Block Icon: Add an icon if required.

Icon Color: If you are adding an icon, choose a color from the selector or add a HEX code to customize the color.

Show Number of Results: Set the number of Tasks to display in the block at one time. You can choose to show 5, 10, 15, or 20 results.

Block Height: Choose how the block height is handled:

  • Fixed Height — The block displays at a standard fixed size regardless of the number of results shown.
  • Auto Height — The block will resize automatically to fit the number of results you have selected.
  • Custom Height — Enter a specific pixel height for the block.

Default Sorting: Set the default sort order for Tasks when the block first loads. Users can change the sort order at any time by clicking the sort icon within the block. Available options include Due Date: Past > Future, Due Date: Future > Past, Due Date: Today > Future, Due Date Today > Past, Status (Open to On Hold), Status (On Hold to Open), Priority (Low to Ready for Deploy), Priority (Ready for Deploy to Low), Project's Client Name (A to Z), and Project's Client Name (Z to A).

Default Filters: Set the default filter applied when the block loads. Users can change the filter at any time by clicking the filter icon within the block. Available options include Open Search, Due Date, Statuses, Priority, Client, Source and Assignee. You can also pre-define a value within the selected filter category.

Task Behaviour: Enable the Hide/Remove Tasks from My Tasks Block when marked Complete option to automatically remove completed Tasks from the view. When this option is disabled, completed Tasks remain visible in the block and are displayed with a Completed status.

Data Options: Toggle the data fields you want displayed for each Task within the block. Available options include:

  • Show Project Name (if applicable) — Displays the Project Name above the Task Name when the Task is associated with a Project.
  • Show Project Phase (if applicable) — Displays the Phase below the Task Name when a Phase is assigned to the Task.
  • Show Task Status - Displays the Task Status below the Task Name.
  • Show Task Priority  - Displays the Task Priority below the Task Name.
  • Show Task Type - Displays the Task Type below the Task Name.
  • Show Task Files (if applicable) - Enables the Task Files option within the block, allowing the Target to view, download, and upload files directly.
  • Show the Name of the Project's Primary Client (if applicable) - Displays the Primary Client's name above the Task Name when applicable.
  • Show the Name of the Assignee - Displays the Assignee's Name.

TIP: Once the My Tasks Block is configured, Targets can click any Task in the block to open the full Task window. From there they can view Task details, leave comments, upload files, and update the Task, all without leaving the Dashboard or Portal Page.

Best Practices

A well-configured My Tasks Block keeps work visible and actionable, reducing the need for Clients or Staff to search through the platform to find what they need to do next.

  • Enable the Hide/Remove Tasks when marked Complete option to keep the block focused on outstanding work and prevent the list from becoming cluttered over time
  • Set the Default Sorting to Due Date Ascending so the most urgent Tasks always appear at the top of the list
  • Enable Show Task Priority and Show Task Status so users can immediately understand the urgency and current state of each Task without opening it
  • Enable Show Task Files so users can access, download, and upload files directly from the block without having to navigate into the Task separately
  • Use the Access Options tab to control which roles or users can see the block, ensuring each audience sees only the Tasks relevant to them
  • Choose Auto Height for the block height if you want the block to scale neatly with the number of Tasks shown

TIP: Place the My Tasks Block prominently on your Client dashboard alongside the My Invoices Block to give Clients a complete overview of both their outstanding work and billing in one place. Keeping Tasks visible reduces delays and keeps projects moving forward.

RELATED ARTICLES

CLICK HERE to learn about the Content Block Editor.

CLICK HERE to learn about all Block Editor Block Types.

CLICK HERE to learn about My Tasks.