Find your way around Task Center
Learn where to find assigned work, task boards, task activity, templates, and board health.
Task Center is the team home for work across client accounts. Its main links are My Tasks, Task Boards, Activity, and Templates.
Before you start
- Task Center is available to workspace team members.
- Account work appears only when you belong to that account and can access its board and section.
- A workspace owner can open a board or section limited to Specific people, but still needs access to the client account.
Use My Tasks for work assigned to you
Open Task Center → My Tasks.
Use this area to see your assigned work across accounts. It also includes personal work that is not tied to a client account. You can switch among the available task layouts and use filters, sorting, and grouping to focus the list.
Use My Tasks when your question is “What do I need to do?” Use a task board when your question is “How is this client's work moving?”
Use Task Boards for a cross-account board view
Open Task Center → Task Boards.
The Task Boards area has three team views:
- Active Task Boards lists boards you can open now.
- Archived Task Boards lists boards that have been archived. Archived rows do not open until the board is restored.
- Task Board Updates lists the latest status updates from active boards with Overview enabled.
The board table can show account, health, visibility, open or overdue work, the last status update, and other saved columns. The exact row depends on your access.
What Board Health shows
Board Health is the active and archived board directory inside Task Boards. It does not calculate a status from task counts. It shows the latest status that a team member posted in the board's Overview.
A board without Overview shows Overview not enabled and is left out of status counts and filters. Open and overdue task evidence is filtered by your permissions.
The visibility value means:
- Team & clients: the board is not hidden or limited to specific people.
- Team only: the board is hidden from portal users.
- Specific people: the board is limited to the people selected in its access settings.
What Board Overview shows
Overview belongs to one task board. When it is enabled, it can show the board goal, key context, milestones, the current board status, and past status updates. Status choices are On Track, At Risk, Off Track, On Hold, Complete, and Dropped.
The board status is set by a team member. It is not based on task totals. At Risk, Off Track, and On Hold need a written current update. A team member can hide Overview from clients without hiding the rest of the board.
Use Activity for task notifications
Open Task Center → Activity.
Activity keeps task notifications in a task-focused list. Opening an active item shows the task in the local drawer. Old activity can remain after a board is archived or removed. An archived-board item explains that the board must be restored. A removed board and its tasks cannot be restored.
Notification delivery depends on the action, the person's role, access, and notification settings. Activity is not the same as the comment and change history inside one task.
Use Templates for repeatable work
Open Task Center → Templates.
Templates are team-only. Create and edit reusable sections and tasks here, then insert an available template into an account board. Clients cannot manage templates.
Open one client's board
Choose an account from Task Center or open the client account and select its task area. The account board is where you manage sections, task views, client access, and the full task list.
Fix a missing item
If a task or board is missing:
- Clear filters and search.
- Check whether you opened My Tasks, Task Boards, or Activity.
- Confirm that you still belong to the account.
- Ask the board manager whether the board or section uses Custom access.
- Check archived work.
What your client sees
Clients do not see Task Center. They use the Tasks area for one client account in their portal. They do not get the cross-account My Tasks, Task Boards, Activity, Board Health, or Templates areas.