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Modern My Tasks - User Guide

Getting Started​

Accessing the App​

  1. Log in to your Confluence instance
  2. Click on the Apps menu in the top navigation
  3. Select Modern My Tasks

Understanding the Interface​

Task Table​

The main interface displays all your tasks in a sortable, paginated table with the following columns:

  • Checkbox: Mark individual tasks as complete/incomplete
  • Task: The task title (click to edit inline)
  • Creator: User who created the task
  • Assignee: Users assigned to the task (click to edit)
  • Due Date: Task deadline (click to edit)
  • Source: Link to the page or blog post containing the task

Filtering Tabs​

All Tasks​

Shows every task across your Confluence instance, both complete and incomplete. Use this for a complete overview of all work.

I Created​

Displays only incomplete tasks that you created. Perfect for tracking deliverables you've assigned to others.

Assigned to Me​

Shows incomplete tasks assigned to you. Your personal to-do list for focused work.

Completed​

Archive of all completed tasks. Review what's been accomplished or reopen tasks if needed.

Working with Tasks​

Viewing Tasks​

  • Sort: Click any column header to sort by that field
  • Navigate: Use pagination controls at the bottom to browse multiple pages
  • Jump to Source: Click the "View" button to open the page containing the task

Editing Task Titles​

  1. Click on the task title text
  2. Edit the text in the input field
  3. Press Enter or click outside to save
  4. A spinner appears briefly while saving

Managing Assignees​

  1. Click on the assignee field (or "Click to assign" placeholder)
  2. Search for users in the picker
  3. Select one or multiple users
  4. Press Enter or click outside to save
  5. Assignees appear as avatars with names

Setting Due Dates​

  1. Click on the due date field (or "Set due date" placeholder)
  2. Select a date from the calendar picker
  3. The date saves automatically
  4. Dates display in your locale format

Completing Tasks​

Single Task:

  1. Check the checkbox next to the task
  2. The task updates immediately
  3. Uncheck to mark as incomplete

Bulk Complete:

  1. Click the checkbox in the table header
  2. All incomplete tasks are marked complete at once
  3. Great for end-of-sprint cleanup

Tips & Best Practices​

Efficient Task Management​

  • Use the "Assigned to Me" tab as your daily to-do list
  • Check "I Created" regularly to follow up on delegated work
  • Review "Completed" weekly to track progress
  • Sort by Due Date to prioritize urgent tasks

Inline Editing​

  • All edits save automatically - no save button needed
  • Watch for the spinner to confirm your changes are saving
  • If an edit fails, you'll see an error message at the top

Keyboard Navigation​

  • Press Enter to confirm inline edits
  • Press Escape to cancel inline edits
  • Tab through fields for quick editing

Working Across Spaces​

  • Tasks from all spaces you have access to appear in the list
  • Use the Source column to identify which space a task belongs to
  • Click "View" to jump directly to the source page

Troubleshooting​

Tasks Not Appearing​

  • Newly created tasks require a page reload to appear
  • Ensure you have permission to view the pages containing the tasks
  • Refresh the page to reload task data
  • Check that tasks are properly created in Confluence pages

Cannot Edit Tasks​

  • Verify you have edit permissions for the source page
  • Ensure the task still exists in the source page
  • Try refreshing the page

Assignee Not Showing​

  • Confirm the user has access to your Confluence instance
  • Check that the user mention exists in the task
  • App users are filtered out automatically

Due Date Issues​

  • Dates display in your browser's locale format
  • Ensure you select a valid date in the picker
  • Check the source page to verify the date was saved

Permissions​

What You Can See​

You can only see tasks from pages and blog posts you have permission to view in Confluence.

What You Can Edit​

You can only edit tasks in pages where you have edit permissions.

User Privacy​

The app respects all Confluence user permissions and privacy settings.

Frequently Asked Questions​

Q: Can I create new tasks from this app? A: Not currently. Create tasks in Confluence pages. After creating a task, reload the Modern My Tasks page to see it appear in your list.

Q: Do changes sync back to the source page? A: Yes! All edits update the task in the original page or blog post.

Q: Can I delete tasks? A: Delete tasks from the source page. They'll be removed from this view automatically.

Q: How often does the task list refresh? A: The list refreshes automatically after each edit. Click the Refresh button for manual updates.

Q: Can I export my task list? A: Not currently. Use Confluence's native export features on individual pages.

Q: Does this work with Confluence Cloud and Data Center? A: This app is built for Confluence Cloud using Forge.

Support​

Need help? Have feedback?

  • Contact your Confluence administrator
  • Report issues to service@ngpilot.com
  • Check for app updates in the Atlassian Marketplace

Version​

Current Version: 1.0.0