workflow · Tasks

Pick up a task assigned to me

Knock down My Work.

3 min to completetask, my-workUpdated 2026-05-26 · v2
Launch this workflow
Opens /my-work in your workspace

Why use this

You knock down My Work, one task at a time, with context and action in one place.

Benefits:

  • Skip switching between inbox, CRM, and notes
  • Read context inline before acting
  • Mark done and move on

Who this is for: Member. Time to complete: ~3 minutes.

Outcome

A task moved from open to done.

Steps

  1. Open /my-work or /tasks?scope=mine.
  2. Pick a task.
  3. Read context.
  4. Act.
  5. Mark done.

Related

  • help-my-work, help-tasks.