My Tasks: your daily inbox.

My Tasks is the first screen you see when you log in. It's the day's plate of things that need your attention, sorted with the most urgent at the top.

What's on the screen

Each row is one task. The row shows the title, who's involved, where the request came from (WhatsApp guest, employee, an automatic rule, something you added yourself), and a coloured tag for status.

Statuses you'll see:

• Pending — caught, classified, waiting for you or for someone you delegated to.
• In progress — someone's actively working on it.
• Awaiting info — DEF asked the right person a question and is waiting on the answer.
• Done — finished. Stays visible briefly then rolls into history.

How to act on a row

Tap or click any row to open it. The drawer that slides in shows the full conversation, the SOP DEF attached (if there is one), and the buttons you can press.

Most rows you'll never touch: DEF already delegated and is tracking it. Your job on My Tasks is to handle the rows that have a yellow or red tag, or the ones DEF flagged for you with "needs your call."

The sort order

Tasks aren't sorted by time. They're sorted by what DEF thinks is most urgent right now, factoring in the guest's tone, how long it's been waiting, who's covering it, and whether there's a deadline. You'll see urgent things at the top and routine things below.

One golden rule for My Tasks: if you're not sure what to do, open the row and read the conversation. The decision is almost always obvious once you've read what DEF and the guest (or the employee) actually said.

Recent update: My Tasks now shows a leaner homescreen. Cards like Open Issues and Today's Profit moved to dedicated places — the bell drawer for Issues, the Money Master card for finances. What's left here is your actual day's work.