RealAdvice

WarpCore

WorkFlow PM

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A task is not on My Tasks

Troubleshooting

A task is not on My Tasks

A task you expect is missing, or sits under “Not on the board”.

Symptom

A task you expect is not in any column of My Tasks. Or it shows below the columns, under Not on the board.

Likely causes

My Tasks lists the tasks you are on that are still to do, in projects you can still open. A task leaves it when one of these is no longer true.

#
Cause
1
You are not on the task. Someone else is, or nobody is yet.
2
The task is Done. Finished tasks show only when you ask for them.
3
The task is Skipped, Not applicable or Removed. My Tasks never shows these.
4
The project is Canceled. Its tasks leave My Tasks.
5
You can no longer open the project, because your role or your access to it was taken away.
6
The page is out of date. My Tasks reads your tasks once, when it opens.
7
The task is under Not on the board: its template gives no column for the stage the task is at.
8
The property or engagement the work is for was deleted. Its tasks leave My Tasks until the record is restored.
No records

Checks

  • Reload the page. If the task now shows, it was cause 6.
  • Tick Show finished tasks. If the task now shows, marked Done, it was cause 2.
  • Open the property or engagement the work is for, then its Workflow page. Find the task: it shows the task's state and who is on it (causes 1 and 3). The Work panel shows only your own tasks and the tasks nobody is on in your job role, a task the client does among them when your job role records it.
  • If you can, open the project on Workflow Projects. A canceled project is last in the list, in gray (cause 4). If the project does not open, see “This may have been removed, or access to it may not have been shared with you” (cause 5).
  • Open the property or engagement. If it says it does not exist or was deleted, it was cause 8.

Fix

  1. Ask a department manager to put you on the task. See Assign or reassign a task. A ticket that nobody has you take yourself, with Take it: see Take a ticket.
  2. Keep Show finished tasks ticked while you need finished tasks.
  3. If the task is needed after all, ask a department manager to bring it back. See Skip a task, and bring it back. A removed task cannot be brought back from the project's page.
  4. Ask a department manager whether the project should be reactivated. See Cancel and reactivate a project.
  5. Ask a manager of the department for access again.
  6. Reload the page.
  7. The task is still yours: do it from the Work panel as usual. Ask the person who keeps the template to fill in its grid. My Tasks says the same: “Each of these tasks is at a stage its template gives no column, so the board cannot place it. Ask whoever keeps the template to fill in its grid.”
  8. Ask an administrator to restore the record. See A project or its tasks disappeared.

Confirm it worked

Reload My Tasks. The task shows in one of the five columns, in the column the template's grid gives it at its current stage. See How stages map to board columns.

Who to ask

A department manager puts people on tasks, brings tasks back and reactivates projects. The template's author fills in its grid. A company administrator gives roles.