Keep your own task list, work with company tasks, and use the list or board from anywhere in MSPortal.
Tasks give MSP staff a personal to-do list, a board, and working notes that follow you across MSPortal. This guide is for MSP staff. Company users do not see tasks.
Personal tasks in List view, using synthetic Demo data.
In the top bar, click Open task list (the checklist icon). A badge shows how many of your open tasks are due today or overdue. The side panel opens and stays open while you move around MSPortal.
2
Choose whose tasks to show
In the panel header, choose Mine or My companies. Mine has tasks you own. My companies has tasks for companies you are assigned to.
3
Choose List or Board
Use List or Board in the toolbar below the Tasks and Notes tabs.
4
Open the full workspace (optional)
Click Open in a new window in the panel header to open the full Tasks workspace in its own window. Changes you save there update the side panel.
Task side panel.
Separate task window.
Branch preview: in Board view, card lists scroll vertically within their columns. Scroll sideways to move between status columns; individual columns do not scroll sideways.
Type into Add a task and press Enter, then press Enter. The task goes on your personal list.
2
Edit it
In the side panel, click a task title to edit it inline. Click the check button or press Enter to save. Change the priority and due date with the dropdowns on the row. Click the outward-arrow button to open Edit task for notes and other details. In the full workspace, click a title to open the editor.
Task editor.
The date picker stays fully visible in the editor.
3
Complete it
Tick the checkbox. Completed tasks stay under Completed. Untick one to reopen it.
Completed tasks can be reopened.
4
Reorder or change status
In List, drag a task by its grip to reorder it. In Board, drag the grip to move a task between To do, In progress, Blocked, and Done. Dragging does not complete a task. You can also set Status in the editor.
Board view.
5
Search
Click Search tasks to open a floating search field and filter the current view. Clear the search before you drag to reorder.
Floating search in the side panel.
6
Delete a task (optional)
Open the task, click Delete, check the task name, and confirm. Deleting a task does not delete the ticket, device, or other record it was linked to.
A note icon with Details marks tasks that have notes. Inline changes save immediately. If a save fails, your editor stays open with your draft so you can try again.
Choose the task view, such as Mine, in the list or panel.
2
Click Prioritize
Click Prioritize. AI ranks your own open tasks in that view and sets their priorities, using dates, status, and task context. Tasks owned by colleagues are left alone. You need at least two open tasks you can edit.
3
Review the result
A message such as “Prioritized 12 tasks.” appears. Click Undo within a few seconds to restore your previous order.
Up to 200 eligible tasks are ranked in one pass. If you have more, the message says how many further down kept their places.
Mine has tasks you own, including tasks tagged with a company.
My companies has tasks for companies you are assigned to. These two views do not follow the top-bar company selector.
A task without a company is private to its owner. Staff with See all task lists can read it in the audit view.
Company tasks are shared with the company’s assigned team. Staff with company-settings access can also view them. Editing needs an assignment to the company or company-settings write access.
A task created from a meeting action item keeps the meeting’s company. Its owner and supported fields stay in sync with the action item. To change the company, change it in the meeting.
Scratch notes are private to their owner and are not part of task-list audit.
Open the company’s details and click the Action Items tab. Everyone assigned to the company can see and update these tasks, and they appear in each person’s My companies list.
Go to Settings > Activity & Audit and open Task Lists. You need See all task lists.
2
Read the table
The table shows each task’s Owner, Task, Status, Priority, Due, Company, Source, Created, and Completed. Private tasks are labeled Private. The rows are read-only.
Task-list audit.
3
Scope it to a company
Pick a company in the company selector. The audit follows it.
The task workspace adapts to small screens and follows your light or dark appearance setting. On a narrow screen, scroll the board sideways to reach other columns.
Only you, unless you tag a company. A task with a company is shared with that company’s assigned team. Staff with See all task lists can also read private tasks in the audit view.
Does deleting a task delete the ticket or device it came from?
No. A task keeps a link to its source, and deleting the task does not change the source.
Do My companies and Mine follow the company selector?
No. They are personal views and ignore the top-bar company selector. The audit view does follow it.
Does dragging a task complete it?
No. Only the checkbox completes a task. Dragging moves it.
