Personal Dashboard Tasks
The Tasks section of your Personal Dashboard shows everything assigned to you across all your Execution Scopes — Action Items, review requests, delegated work, and goal ownership invitations — grouped by urgency in one place.
What it is
Working across multiple scopes means follow-through items are scattered across meetings, reports, and email. The Personal Dashboard Tasks view consolidates everything into one list — these are your Commitments drawn from Execution Memory across all your scopes, surfaced from meetings rather than created manually. It's not a replacement for your delivery tools — it's a view over what you're accountable for across every scope.
How it works
The Tasks view has three tabs:
Tab | What it contains |
Tasks | Active items assigned to you, grouped by urgency: Overdue, Due Today, Due Tomorrow |
Delegated | Items you've forwarded to someone else — still visible so you can track follow-through |
Archived | Completed or dismissed items |
Tasks arrive from different parts of the execution loop: Action Items confirmed in post-meeting reports, goal ownership invitations, tasks delegated by scope members, and review requests. Each task shows its source — the meeting or event that created it — and its current status. On each task row, you can snooze, mark as complete, cancel, delegate, or open the full detail.
Using it effectively
Open the Tasks view before your main recurring meeting to see what's stuck, what's overdue, and what needs a decision — that preparation shapes a better meeting opening. After the meeting, confirm Action Items in the post-meeting report and they'll appear here automatically.
Close loops actively: mark completed work done, put stalled items explicitly on hold, and re-assign ownership where needed. Items that drift unresolved are the most common source of missed follow-through. Delegating a task moves it to your Delegated tab — off your active list, but still tracked.
Related
Actions and ownership — what Action Items are and how ownership works
Review and share the post-meeting summary — how Action Items get confirmed and appear here
