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My To-Do

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Overview

My to-do is a smart folder in Wrike that is created automatically in your Personal space when you join an account. It contains:

  • All tasks and subtasks that are assigned to you

  • Tasks that you manually added to My to-do

  • Tasks with file approvals to which you have been added as an approver

Add Existing Tasks to My To-Do

You can manually add a task or a subtask that isn’t assigned to you to My to-do:

My_To-Do-Add_existing_tasks_to_my_to-do.png

  1. Navigate to the relevant task within a project, folder, or space, and open it in item view.

  2. Click the three-dot menu button in the upper right corner of the item view 1.

  3. Select Add to My to-do from the drop-down menu 2.

Alternatively, hover over the task you can click on the three-dot menu button 3 or right-click on the task in Table view and select Add to My to-do 4 from the menu that appears. The task is immediately added to My to-do.

Note

Projects and folders can’t be added to My to-do.

Create Tasks from My To-Do

Tasks created from My to-do are automatically assigned to you. They are created as backlogged and always get the first active status of the default workflow.

my_to_do_1.png

  1. Navigate to the My to-do tab 1 in the sidebar.

    Note

    If you can’t see the My-to do tab in the sidebar, click on the More button 2 and select it from the drop-down menu.

  2. Click on the + Item 3 to the bottom of the tasks list.

  3. Enter a title for your task.

  4. Press Enter on your keyboard.

The task is created and added to the top of the list in My to-do. It's also automatically added to the Shared with me folder.

Note

When you leave the My to-do folder, the task might change position in the list according to your sorting settings.

Customize My To-Do View

my_to_do_img1.png

  • Filter tasks: 1 Show only active tasks, only active tasks assigned to you, or all tasks. You can also add more filter presets to the task or project.

  • Sort tasks: 2 By priority, name, start date, due date, assignee, status and created date.

  • Group tasks: 3 By assignee, status, created date, start date and due date to visualize your work data more easily.

  • Customize Fields: 4 To display the information you need in the table. Only account-level custom fields can be added to My to-do.

  • Expand/Collapse all the Subitems: 5 To view or hide content like subtasks and subprojects.

  • Adjust the display density: To see more tasks at once. Click the three-dot menu button 6 in the toolbar and select Compact 7. Alternatively, choose Default mode for a more comfortable view.

  • Click the check box: 8 To use mass actions within My to-do to quickly edit multiple tasks at the same time.

    Note

    Filters in My To-Do are only preserved during your current login session. When you log out or your session ends, the filters will reset to their default state the next time you log in.

Remove Tasks from My To-Do

My_To-Do-To_remove_multiple_tasks_from_My_to-do.png

  1. Open a task in the item view.

  2. Click the three-dot menu button 1 in the upper right corner of the view and select Remove from My to-do 2 from the drop-down menu.

The task is immediately removed from My to-do but remains assigned to you if it was previously assigned. If a task is assigned to you and you haven't pinned it manually, simply unassign it from yourself. In Table view, right-click on a task and select Remove from My to-do.

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