Work With Tasks

What Tasks Are For

Tasks are your personal attention list. They point to work that needs review or action, such as a work request, project, estimation, or approval. A task is not the workflow record itself: completing or dismissing it does not approve an estimate, change a request, or approve a cost entry.

Open Tasks from My Organization in the sidebar, or select its badge when you see one.

Read Your Worklist

The Received tab shows tasks sent to you. The Sent tab shows tasks you sent to other people, including whether they have been opened.

At the top of the page, summary widgets help you prioritize:

Signal	Meaning
Waiting on Me	Requests assigned to you that are not complete.
Pending Approvals	Open approval-type work requests.
Blocked Requests	Requests currently marked as blocked.
Overdue	Incomplete requests past their due date.

An unopened task is visually highlighted. That signal does not prevent you from taking action.

Open the Work Behind a Task

Select a task in Received.
Read its subject, sender, content, and status in the detail pane.
Select Open to go to the linked record.
Complete the work on that record, following its own workflow.

If a task has no valid destination, Darwin disables Open rather than sending you to a dead end.

Complete or Dismiss a Task

Tasks marked Action Required expect a completion action. After you have handled the underlying work, select Complete. Use Dismiss for a task that no longer needs your attention. Informational tasks may be marked FYI instead.

Completing or dismissing a task changes only the task’s status. Return to the linked record when you need to change its workflow state.

Keep Notifications Useful

Use the email-notification control in the Tasks header to manage your personal task-email preference.

Note: Pending Approvals here means approval-type work requests. It is different from the Pending Approvals tab in a project’s cost-tracking page, which contains pending cost entries.

Next Steps

➡️ Work Requests
➡️ Approvals