Timesheets

Knowing My Tasks in Keka PSA

The My Tasks feature in the Keka PSA tool provides employees with an efficient way to track and manage their assigned tasks. It offers detailed insights into task progress, project details, and associated metrics like hours worked and task statuses. Whether you’re looking for an overview or need to drill down into specific tasks, the My Tasks tab ensures easy navigation and comprehensive data access, helping you stay organized and productive.

 

Steps to Access and Use the My Tasks Tab

Navigate to the Me tab in the Keka PSA tool. Click on the Timesheet section. Select the My Tasks tab to open the task management window. Use the search bar at the top of the screen to find tasks or projects by name. Filter tasks by their stage: Not Started or Completed.

 

 

Click on a specific task for a detailed breakdown. The Task Detail window will provide:
      • Comments and Files: Attachments or notes related to the task.
      • Task Stages: Current stage of task completion.
      • Manager List: Names of managers associated with the task.
      • Date Range: The timeline of the task.
      • Billable or Non-Billable: Classification of hours.
      • Hours Spent: Total time logged for the task.
      • Project and Client: Details of the related project and client.

 

 

The My Tasks tab in Keka PSA is a powerful tool for employees to stay on top of their assigned responsibilities. By providing detailed task insights, filtering options, and collaboration tools, it streamlines task management and enhances productivity. Whether you're tracking hours or reviewing task statuses, the My Tasks tab is your one-stop solution for efficient task handling.