I am struggling to understand how to manage the “My Tasks” tab and, specifically, what sections I should add. From my understanding, I have to manually move new tasks into categories? This sounds pretty painful. Currently, I have the below default view. Can I add a dropdown or only a new “Section”?
Any recommendations on how to parse out the My Tasks tab would be very helpful.
The tasks tab only has the three preset drop downs. You can add sections, but I don’t do it that way. I don’t really know what sections would make sense in this context. New tasks already go into a “New Tasks” section. If a grouping makes sense for how you use it then you have that freedom. Otherwise, just the “Today” block works well.
You can move them by dragging them to another section or by clicking that little blue dot on the right side of the row and selecting the desired placement of the task.
Hopefully some of this information helps out.
Have a look at this section in the guide it gives you a good background in how My Tasks work;
Tasks will move to Today if they are assigned to you and due ‘Today’, they won’t automatically move from New Tasks to Today, this is because the task my have been assigned to you by someone else and Asana wants to give you the opportunity to review and accept the tasks and prioritise it, before moving it to Today.
Quite a few people have organised their My Tasks view in a number of ways which you can have a look at here;
I personally have setup 3 sections in the ‘Today’ section of My Task View.
So every morning when tasks drop into the Today section I review and move them into the relevant section. I then have my prioritised things to try and get done that day or at least progress.
I don’t know if it helps but I have a very simple setup in My Tasks. I added ‘Ongoing’ and ‘Due now’ sections. Ongoing = tasks that have a start date of today and a due date in the future, so I don’t lose sight of them. Due now = anything that must be completed today.
Aside from that, I keep anything with a due date within the next week in Ongoing, and everything else in Later.
I know some people have quite elaborate setups in My Tasks, but I like to keep it as vanilla as possible, because it works so well once you get used to it.