My Tasks

What this page is for:
 Tasks assigned to you. Drag on Kanban to change status. This is not the opportunity Tasks tab and not job Milestones.

Where: Header → View My Tasks, or /portal/tasks/personal-tasks
 Title: My Tasks | Klaus Connect
 Heading: My Tasks

Needs a signed-in employee. There is no People-sidebar item named Tasks.

Steps:

1. Open My Tasks. Subtitle on Kanban: Drag cards to update status. An overdue count shows as {n} overdue when any open task is past due.

2. Filter: All / Due Today / Overdue.

3. Search Search tasks or customers…

4. Views: Kanban, List, Card.

5. Kanban columns: To Do, In Progress, Done. Drag a card to another column to save status.

6. Empty: No tasks in this view.

7. New Task opens Create New Task.

8. Pencil Edit opens Task Details. Trash Delete is only for the creator, or for Admin / Manager.

9. If the task has an opportunity, the opportunity id opens Opportunity Tasks.

List columns: Task, Opportunity, Customer, Status, Priority, Due, Created, Actions.

Create New Task

What this page is for:
 Create a personal task (optionally linked to an opportunity). After save, status and dates live on Task Details.

Where: My Tasks → New Task
 Modal: Create New Task

Steps:

1. Task Title * (placeholder Enter task title).

2. Opportunity (optional) — pick a job/lead to link. This link is not editable later from Task Details.

3. Status *: To Do / In Progress / Done (stored as pending / in progress / done).

4. Priority *: Low / Medium / High.

5. Due Date *.

6. Start Date and End Date (optional).

7. Description * (placeholder Add more details to this task...).

8. Assignee (optional). On this page the assignee is you (your name is shown). Select Assignee appears only when a user list is passed in.

9. Cancel or Create Task (Creating...). Task name is required.

Task Details

What this page is for:
 Edit an existing personal task. Opportunity on this modal is read-only so the original link stays.

Where: My Tasks → Edit
 Modal: Task Details

Steps:

1. Change Task Title, Status, Priority, Due Date, optional Start Date / End Date, Description, Assignee.

2. Cancel or Save Changes.

Delete Task (separate modal): Are you sure you want to delete the task {name}? → Cancel or Delete.