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The My Tasks page is available at /tasks to all authenticated users. It renders MyTasksPage from src/platform/tasks/pages/MyTasksPage.tsx and requires no explicit permission gate.

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Overview

The My Tasks page presents a unified view of all tasks assigned to the current user across modules. It uses useMyTasks() to fetch tasks scoped to the authenticated user’s organization. The page offers tabs to filter tasks (all, overdue, due today, upcoming, completed), a source-type dropdown filter, and stat cards showing counts by urgency. Users can create new tasks inline via TaskFormDialog and navigate to linked records from task cards.

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Who it’s for

Access follows your organization’s role and module configuration. Any authenticated user sees their own assigned tasks.

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Before you start

  • You must be signed in.

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Steps

  1. Navigate to /tasks or select Tasks in the main navigation.
  2. Use the tabs to filter by urgency or completion status.
  3. Use the source-type dropdown to narrow tasks by originating module.
  4. Select New Task to create a task via the task form dialog.
  5. Select a task to view its details or navigate to the linked record.

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Key concepts

Source type — Tasks carry a source_type that identifies the originating module or workflow (e.g., automation, clinical, housing). The TASK_SOURCE_TYPE_CONFIG constant defines display labels for each type. Due-date urgency — Tasks are grouped by whether they are overdue (isPast), due today (isToday), or due soon within the next few days (addDays). Due-date notifications — An hourly background sweeper checks tasks whose due_at has passed. For each newly due task, it sends the assignee both an in-app notification (visible in the bell and inbox) and an email. Each task only notifies once, even if the due date is later edited. You do not need to subscribe or configure anything — every assigned task with a due date is covered.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/tasks/pages/MyTasksPage.tsx
  • src/platform/tasks/hooks/useMyTasks.ts
  • supabase/functions/pf-tasks-due-sweep/index.ts