Task overview

The task overview gathers everything that still needs doing in one place, with filters for who owns the task and whether it's done yet. You always open it from the task card on your dashboard.

How to use the task overview

  1. 1Open the task overview from the task card on your dashboard.
  2. 2Above the table, choose "My tasks" or, if you can manage contacts, "All tasks".
  3. 3Also filter by status: "Open" or "Done".
  4. 4Each row shows the task, the contact it belongs to, the due date and the status.
  5. 5Click "Mark done" to complete a task; this button doesn't appear for roles without write access.
  6. 6If the list is empty, a line of text explains whether that's because nothing is open or because no tasks exist yet.
You open the task overview from the task card on your dashboard.
Each row in the task overview is just as compact as this: short, with a clear status next to it.

Why don't I see an "All tasks" tab?

That tab only appears for people who can manage contacts. Without that right, you only ever see your own tasks, even if you typed ?van=alle into the address bar yourself.

I don't see a button to mark a task done. Why not?

Read-only, the external accountant and the portal customer role can't mark tasks done; they see the list, but without the "Mark done" button.

Last checked on 4 September 2026

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