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Build a My Tasks view for your team

By the end of this guide, each team member who logs in will see a screen showing only the records assigned to them, their personal task list.

What you'll need before you start

  • An Object Type that represents the work you want to assign. For this guide: Tasks.
  • Your team members already invited to the workspace.
  • Administrator access.

Step 1: Add an Assigned To field to your Object Type

An Engine Awesome User field (a field that links a record to a team member) is what makes assignment work.

  1. Go to Settings → Object Types.
  2. Click Tasks (or whichever Object Type you're assigning).
  3. Click Add Field.
  4. Choose Engine Awesome User.
  5. Set the Semantic to User (manual assignment, not "Created By").
  6. Label it Assigned To.
  7. Mark it as Is Searchable: this is required for filtering.
  8. Click Save.

Step 2: Update your Item layout to show the field

  1. In the Tasks Object Type, click Edit next to your Item layout.
  2. Click Add Block → Field.
  3. Select Assigned To.
  4. Click Save.

Your team can now open a task and assign it to someone from a dropdown.

Step 3: Create a My Tasks Collection layout

  1. In the Tasks Object Type, click Create Layout.
  2. Choose Collection.
  3. Name it My Tasks.
  4. Click Create.

Step 4: Set up the filter for the current user

  1. In the My Tasks layout editor, click Add Block.
  2. Choose Query Filter Preset.
  3. Click Edit on the preset block.
  4. Set the condition: Assigned To = Current User.
  5. Label the preset My Tasks.
  6. Check the box to apply this preset by default.
  7. Click Save.

Now when anyone opens the My Tasks screen, they automatically see only the records assigned to them.

Step 5: Add a List Table block

  1. Click Add Block.
  2. Choose List Table.
  3. Select the fields to show: task name, status, due date.
  4. Click Save.

Step 6: Add to navigation

  1. Go to Settings → Navigation.
  2. Find My Tasks and move it near the top of the menu.
  3. Click Save.

What to do next

← PreviousSet up rolesNext →Build an approval workflow