Tasks

The Tasks widget shows every active task that has been assigned to you across all projects you are a member of. It also shows personal tasks you have created for yourself. This is where you manage your action items, check off completed work, and keep track of what is due when.

Tasks are different from work plans. They are checklist, often granular items — not scheduled time blocks. By default, tasks do not affect your capacity or your project's budget.

This is the best place to go when you want to:

• See everything that has been assigned to you across all projects you are a member of

• Check what is due this week - or what is overdue

• Mark a task complete when you finish it

• Leave a note or reply to a comment on a task

• Create a private to-do list for yourself

• See tasks in a calendar/agenda-style view by date

What you see

The Tasks widget shows a summary count of your active tasks and, when expanded, a list view with:

• Task name

• Project and phase the task belongs to (or "Personal" with a lock icon for private tasks)

• Assigner initials — who assigned you to that task (if on a project)

• Date range — when the task is scheduled

• Sticky-note icon — filled in (always visible, not just on hover) when notes, attachments, or comments are attached to the task

• Comment icon — populates with a count of the total comments that are added in the task modal.

• Status flags — tasks with past dates are marked Reschedule.

• Time Est — if the task has a estimate of hours added to it, you’ll see that here. If not, you’ll see a hourglass icon.

How to view task details

Click the sticky-note icon on any task to open its detail panel. From here you can:

• Read and add notes

• Leave a comment and @mention team members who will receive a notification

• See the activity log showing every change made to the task with timestamps and editor names

• Add or view attachments

How to mark a task complete

1. Click the checkbox next to the task name.

2. If the task has multiple assignees, Mosaic will prompt you to confirm before marking it complete — this is a reminder to check in with co-assignees first.

3. Once confirmed, the task moves to the Completed Tasks widget and disappears from your active list.

4. To reactivate, open the Completed Tasks widget and mark it incomplete.

How to create a personal task

1. Click into the task entry field in the Tasks widget.

2. Type the task name.

3. Do not select a project — leave the project field blank.

4. Press Enter / Return to save.

The task is saved to your personal project and is visible only to you. It shows a padlock icon to confirm it is private.

How to switch views

• Click the planner button at the top of the widget to switch to an agenda-style view that shows tasks organized by date

• Click My Tasks to return to the list view

How to filter tasks

1. Click the filter icon at the top of the task list.

2. Filter by portfolio, project, assignee, or date range.

3. Click any column header to sort by that field.

Best practices

• Check for Reschedule flags regularly — Tasks with past dates are flagged automatically. Update the date or mark the task complete to clear the flag and keep your list accurate

• Use the sticky-note icon as a signal — If the icon is filled in without hovering, there are notes or a comment thread on that task worth reviewing

• Personal tasks are fully private — No admin, PM, or colleague can see them. Use the personal project freely for any private tracking you want

• Switch to planner view for a deadline-oriented perspective — List view is faster to scan; planner view is better for understanding what is due when