View and organize your tasks in AUTOMY

Knowledge Center — Getting Started

By Lily Dominguez Guerra · 2026-10-16

In the Tasks section, you can review pending work, find records, and group tasks into lists that make them easier to access.

This guide explains the five main views, shared filters, task actions, task creation, and the options for creating or linking lists.

Some actions are available from a task's details, while others are available in the list panel.

A new task is assigned to the person who creates it by default; you can also assign it to other users. 📚 View the five main lists The section includes five views: Tasks , My Day , Favorites , Planned , and Overdue .

Each has similar search and filter tools, but organizes tasks for a different purpose.

Tasks shows the general list of tasks you have pending.

You can change the status being displayed: pending, in progress, blocked, on hold, completed, canceled, or failed.

My Day brings together the tasks you need to complete during the day.

Favorites displays tasks you marked as favorites so you can find them more easily.

Planned shows tasks that have been planned.

Overdue lets you review tasks whose due date has passed.

The search and filter controls available in Tasks are also available in the other main views.