My Tasks in Happy Asset lists every action and approval assigned to you across all the properties you have access to.
Use it to see what is upcoming, overdue, undated or recently completed, then open each item to do the work.
Who can use My Tasks
All users with access to your account can open My Tasks without special permission. Vendors and External Collaborators are the exception: they use a separate view.
Open My Tasks in Happy Asset
Open Happy Asset
Switch to Happy Asset with the Experience Switcher, or go to Happy Asset at am.happyco.com.
Select My Tasks in the left sidebar
Click My Tasks in the left sidebar.
Tip
Each action links to its own page. Open it there to complete the work.
| Tab | What it shows |
|---|---|
| Upcoming | Actions due today or later |
| Overdue | Actions that were due before today |
| No Due Date | Actions with no due date set |
| Completed | The last 50 actions you completed |
Actions are completed on their own page
You can't complete actions directly in My Tasks. Each action links to its page, where you have the full context you need to complete the work.
Frequently asked questions
How do Vendors and External Collaborators see work assigned to them?
Happy Asset has a separate, isolated view where vendors and external collaborators can access actions assigned to them. Read more in the vendor and external collaborator view article.
Will I be notified when new actions need my attention?
Assignees are usually notified when work is first assigned to them. Some cases don't send a notification, such as bulk re-assignment, where the volume of notifications could make users miss other important ones.