How to see what needs you

Three rows in the Work area of the menu answer three different questions about What are tasks?. Work › Inbox is what changed, Work › My tasks is what you owe, and Work › Urgent is what is on fire across the whole business.

Tideswell opens on your Inbox, so it is the first screen you see each day. Your workspace may use its own word for "task"; Settings › Terminology shows both.

What is in your Inbox?

Everything addressed to you personally. Somebody assigned you a task, commented on one, or moved, completed or reopened a task of yours. A task you were waiting on is no longer blocked, or a task in one of your departments was set to Urgent ("new critical task").

Chat lands here too, with a row when somebody mentions you with an @ or replies to you. So do stock and order alerts, and a row when the daily brief is ready. When the Agent suggests a change that you are allowed to approve, a row reads suggested a change for you to approve.

Click a row and two things happen: it goes read, and you land on the thing it was about. That might be a task panel, a chat message or thread, or the screen an alert is about. A brief or a suggested change opens in the Agent panel, covered in How to read your updates and the daily brief and How to approve, refuse or undo a suggested change.

Mark all read at the top clears every dot at once. Use it when you have been away and the list is longer than it is worth reading. When nothing is waiting, the page reads "You are all caught up."

How do you know something new arrived?

The badge on Inbox in the menu counts what you have not read. The browser tab counts it too, adding your unread chat messages, so a tab reading "(12) Documents · Tideswell" means twelve things are waiting.

Your Inbox is yours. Nobody else can see it, and it is separate from the activity feed on a task, which is shared and shows what everyone did.

What is in My tasks?

Every task assigned to you, from every department and every project, in one list. It is grouped by when it is due: Overdue, Today, This week, Later and No due date, with a collapsed Done section at the foot.

This week runs to the end of the current week, Monday to Sunday. "Today" follows your own time zone, set in How to set your time zone.

The + on a group header opens New task. From Today the due date is filled in as today, from This week as three days out, and from Later as two weeks out.

This list is what you are assigned, not what you created. A task you raised and handed to Priya leaves your list the moment you assign it, which is the point.

How do you narrow My tasks down?

Type in the Search tasks or customer box, or press Filter (or the F key) and pick a property. The menu offers Status, Priority, Due date and Blocked. It adds Department when your workspace has two or more, and Project and Cycle when it has any.

Each filter shows as a chip. Click the word in the middle to switch between "is" and "is not", and Clear at the right puts the whole list back. While anything is filtered, the bar shows how many tasks match out of the total, such as "6 of 23".

Searching for a parent task's title also finds its subtasks. An admin who filters to a cycle gets a pencil on the cycle chip to edit that cycle. How to set up and work in cycles covers what a cycle is.

What about tasks raised by outreach?

When somebody logs outreach for you, Tideswell also raises a task called "Call", "Email" or "Text" followed by the customer's name. It sits in My tasks like any other, with a chip naming the customer beside a dot in the outreach kind's colour.

The chip adds URGENT or EMERGENCY when the outreach is more than normal. Finishing the outreach closes the task. See How to log and work through outreach.

When your list holds outreach tasks, the Filter menu adds From outreach, Outreach kind, Urgency, Call, email or text and Customer.

What is in Urgent?

Every unfinished task in the workspace set to Urgent priority, grouped by department with each team's colour dot. A task appears here the moment somebody sets its priority to Urgent, and leaves when it is finished or set lower.

The Mission-critical button on the Tasks overview opens this same page.

Setting a task to High does not put it here. Urgent has its own search box and Filter button, which offers Status, Due date and Blocked, plus Department and Assignee when there is more than one to choose between.

What is on the Tasks overview?

Work › Tasks is a summary rather than a working list. Due soon shows up to eight of your own unfinished tasks that are overdue, due today or due this week. Mission-critical shows the first five urgent tasks in board order, and its View all link opens Urgent.

Underneath, Recent activity lists the last ten things that happened on tasks anywhere in the business: who assigned what, who commented, what got completed or reopened.

The header buttons, Board, Roadmap, Company calendar and Mission-critical, open the whole-workspace views. How to work a list, a board and a calendar covers them.

How do you open a task from a list?

Click its title anywhere. A panel slides in over whatever you were looking at, and closing it with the X, the dimmed background or the Escape key returns you to the list you were on.

Everything on that panel is editable in place, covered in How to edit a task. You can also change a task's priority, due date or assignee straight from its row, without opening it.

To finish a task without opening anything, click the circle at the left of its row. It turns into a ticked circle; click it again to reopen the task.

Why is my Inbox quiet when I expected a buzz?

An Inbox row and a push notification on your phone are two different things. The Inbox gets the row; the push has its own settings in front of it.

What are notifications? walks through those settings in order, and Why you are not being notified is the fastest way to find which one is off. The iPhone app has its own Inbox and My tasks, covered in How to use chat and tasks on your phone.