Task Views in Quixy provide a structured and intuitive way to monitor, organize, and manage all tasks generated across workflows and manually created by users. Each view serves a specific purpose—whether it's tracking your own tasks, supervising your team’s workload, managing organization-wide tasks, or reviewing historical and participated activities.
By offering dedicated views such as My Tasks, My Team Tasks, Manage Tasks, Orphan Tasks, Archived Tasks, and Participated Tasks, Quixy ensures that every user—from individual contributors to managers and administrators—can easily access the tasks relevant to their role. These views help maintain clarity, improve task ownership, streamline reassignment, and support smooth workflow execution across the organization.
Follow below table to get better understanding:
| View | Description | What It Shows | Common Actions | Use Cases / Best Practices |
|---|---|---|---|---|
| My Tasks | Lists tasks currently assigned to the logged-in user. This is the default personal task inbox. | Open, overdue, and completed tasks assigned to you; task title, status, due date, source app/workspace, creator, and key fields. | Open/perform task, complete/close, add comment, reassign (if allowed), save as draft, set reminder. | Daily work queue — use to prioritize current work. Filter/sort by due date or priority. Keep this view clean by completing or reassigning stale tasks. |
| My Team Tasks | Shows tasks assigned to members of your team so you can monitor and act on teamwork. | Tasks assigned to direct reports (open, overdue, completed) with assignee name, status, deadlines, and app context. | Reassign to another team member, perform task on behalf of user (if permitted), add comments, escalate. | Team supervision and load balancing — use for workload distribution, quick reassignment, and spotting team bottlenecks. |
| Manage Tasks | An administrative view to monitor and manage all tasks across the organization or workspace. | Complete list of tasks across the org/workspace, including orphan tasks, escalations, and task history. Includes full metadata and audit info. | Reassign, close, override deadlines, bulk actions, view history, export. | Governance and troubleshooting — use for resolving orphaned work, performing bulk reassignments, and auditing task lifecycle. |
| Orphan Tasks | Displays workflow-generated tasks that currently have no valid owner (e.g., user removed, role unassigned). | Tasks with no active assignee; shows source workflow step, original assignee, creation time, and required action. | Reassign to a role or user, mark as closed, investigate cause (e.g., role/user change). | Recovering stuck workflow items — promptly reassign or resolve to avoid process bottlenecks. |
| Archived My Tasks | Stores your completed/closed tasks for historical reference and compliance. | Historical list of your completed or archived tasks, with completion time, TAT, comments and attachments. | View, download/print, export, restore (if allowed). | Audit trail and reference — use to review past work, measure TAT, and produce reports. |
| Archived My Team Tasks | Historical records of tasks completed by your team members. | Completed tasks performed by team members, with completion dates, TAT, and comments. | View details, export, use for performance reviews and retrospectives. | Use for team performance analysis, compliance checks, and retrospective meetings. |
| Participated Tasks | Shows tasks where the user participated but was not the primary assignee (commented on, reviewed, or performed auxiliary actions). | Tasks where you added comments, approved, reviewed, or otherwise participated; includes context and participation timestamp. | Re-open (if permitted), view history, export notes, follow-up. | Track collaborations and contributions — useful for following up on items you helped with or reviewing collective activity. |