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Customizing the "My Tasks" Dashboard in Analytics
A key value of Analytics is to provide a default Analytics landing page for Project Admins, Workstream Leads, and individual contributors, to focus on tasks assigned to them.
What do you need to do:
- The Process or Company Admin will access the main My Tasks report and create a copy
- The copy will be configured for a specific user, for their read-only use going forward
What’s the best way to do it:
- First, create a new folder for the user by clicking the + Add Folder icon shown below
- Select the main My Tasks report (if available), then click the three-bar menu icon to the right. Click “Duplicate”, and rename the report for the desired user, adding it to the folder created earlier
- With the user-specific copy created, double click on the report name to access the dashboard designer.
- This process can be repeated for as many users as needed