My work
My work is your personal starting point each day. It pulls together every task waiting on you — across all your projects — and sorts them by urgency, so you always know what to do next.
To open it, click Home in the sidebar.
My work shows your tasks from every project you have access to, not just one. It’s your personal list, not a project’s. For notifications like @mentions and approval requests, see the Inbox instead.
Read the page
The greeting
The top of the page greets you by name and tells you, in one line, how much needs your attention:
- {n} task(s) need your attention today — you have urgent items.
- Nothing urgent — you’re on top of things — you have tasks, but none are pressing.
- You’re all caught up — you have no open tasks.
The current date shows on the right.
The Work summary
Below the greeting, a row of colored badges counts your tasks by bucket. A badge only appears when its count is above zero:
Each task lands in exactly one bucket. If a task is both overdue and available, it counts as overdue — the most urgent label always wins.
The My tasks list
The My tasks card lists every task waiting on you, grouped under the same headers in order of urgency: Overdue, Needs approval, In progress, Available, then Completed today. The card header shows your total open count, for example 7 open.
Each row shows:
- a status-colored dot,
- the task name,
- a type chip — Form, File upload, Document, Action, AI task, or Form fill,
- a quiet line with the playbook, the project, and Due {date} (the due date turns red when overdue).
Click any row to jump straight into the run with that task open and ready to work.
The type chip tells you at a glance what a task expects of you. Form and File upload tasks are yours to do — see Completing tasks. Document, Action, AI task, and Form fill chips usually mean Florent did the work and you need to review it — see Reviewing AI work.
Up next
On wider screens, the Up next card lifts your single most pressing task to the side, with an Open task → link. It picks the first overdue task, or — if nothing is overdue — the first one needing approval, then in progress, then available, then completed today. Use it when you just want to do the next right thing without scanning the list.
When you’re caught up
When you have no open tasks and nothing finished today, the page shows a calm empty state:
You’re all caught up Nothing needs your attention right now. New tasks land here as they’re assigned to you.
Claim a task
Many tasks are offered to a group — anyone with a certain role, or any member of the project — rather than assigned to one named person. These show up in your Available bucket. Before a task is yours to work, you claim it.
First to claim wins. If a teammate claims the task before you, you can’t edit it — you’ll see Claimed by {name} — you can’t edit this form, and a late claim is refused. If a task simply isn’t yours to take yet, it reads This task isn’t yours to edit yet.
What you can’t claim
Some tasks are owned by Florent, the built-in AI assistant. You can’t claim these — Florent works on them automatically and then hands you the result to review. Instead of a Claim task button, a Florent task shows a status banner such as Florent will pick this up automatically when the run is ready or Florent is working on this task. When it’s done, you’ll see Florent drafted records for you to review.
Florent drafts; you decide. Whenever Florent or an automation produces data, it parks the result for your approval rather than committing it. Approving and correcting that output is covered in Reviewing AI work.
After you claim
What you do next depends on the task type:
- Form and File upload tasks are yours to fill in and submit — see Completing tasks.
- Tasks that need a human sign-off move to Pending approval after they’re submitted, and land in the approver’s Needs approval bucket.
- To approve or correct what Florent produced, see Reviewing AI work.
Statuses you'll see on a task
Each task carries a colored status badge. A few you’ll see often in My work:
- Available — ready to claim or start.
- In progress — claimed and being worked.
- Pending approval — waiting for a human to approve or reject.
- Approved / Completed — accepted and finished.
- Rejected — sent back with a reason.
- Blocked (shown as Waiting in the run) — not your turn yet; an earlier task must finish first.
Every status is defined once in Concepts. For who owns a task, who approves it, and what happens after a rejection, see Assignments and approvals.
Due dates and overdue
A task can carry a due date, shown as Due {date} on its row and cards. Once it’s past due, the date turns red, an Overdue badge appears, and the task jumps to the top of the Overdue group. Overdue is the only deadline state shown — there’s no separate countdown.
The page won't load
If you see We couldn’t load your work just now. Refresh the page to try again, refresh the browser. The list reloads on its own as new tasks are assigned to you.
Where to go next
Fill in and submit the Form and File upload tasks you’ve claimed.
Approve, correct, or reject the records and documents Florent drafted.
Stay on top of @mentions, assignments, and approval requests.
Who owns a task, who signs it off, and how rejections work.