View your tasks using the following ways:

Tasks tab or checklist in iManage Work

Sign in to iManage Work and:

• Browse to the matter that contains the required checklist and select from the toolbar to view all tasks, including your tasks.

• View and access all your tasks by selecting Tasks in the left navigation pane. The Tasks (selected by default) and Matter Tracker tabs are displayed. When in the checklist view in iManage Work, select View my tasks in the top-left corner to browse the same view with the Tasks and Matter Tracker tabs.

Tasks

This tab displays the matters for which you have tasks, and the matters that you have pinned. The number of tasks assigned to you is displayed next to the matter name. Select  to expand a matter and view your tasks. Select a task to open the Details pane for it and then view or change its properties, or to mark it complete. The date for overdue tasks is displayed in red. To view other tasks, you can filter the list.

Matter Tracker

This tab lists recent matters, your matters, and your favorites. Select a matter to access its checklist and then view all tasks including your tasks, in the entire hierarchy of tasks.

All Tasks

This tab displays tasks from every matter and library you have access to in a single grid. The All Tasks tab lets you review task progress across your organization without opening each matter's checklist individually. Select a task to open the Details pane, where you can view or change its properties. Filter the list to view a specific subset of tasks. You can save a combination of filters as a custom view, then use the View drop-down list to switch between saved custom views or create new ones. For more information, refer to Managing custom views. Select the Export tasks to CSV icon to download the displayed list of tasks to a CSV file.

Tracker panel in Microsoft Outlook

In the Home ribbon bar in Microsoft Outlook, in the iManage Work group, select Tracker Panel to open the iManage Tracker pane. View your tasks using the Tasks and Matter Tracker tabs. 

Tasks tab

The Tasks tab displays the matters for which you have tasks assigned, and the matters that you pinned. 

The number of tasks assigned to you is displayed next to the matter name. Select to expand a matter view and see your tasks, and to collapse them. Select a task to view or change its properties using the pane that is displayed. The date for overdue tasks is displayed in red. To view other tasks, you can filter the list using the drop-down options in the upper-right corner.

Matter Tracker tab

This tab lists recent matters, your matters, and your favorites. Select a matter to access its checklist and then view all tasks including your tasks, in the entire hierarchy of tasks. For matters that don't have a checklist, select Create tracker and add tasks for yourself and other users as required.

All Tasks tab

This tab displays tasks from every matter and library you have access to in a single list, so you don't need to open each matter individually. Select a task to view or change its properties using the Details pane. To narrow the list, select Filter and choose your criteria, or select the View drop-down list to switch to a saved custom view. Select to export the currently displayed list to a CSV file.

Daily status report

iManage Tracker emails you the daily status report of your tasks (assigned to you and assigned by you) and the users, groups, and trackers that you follow. It contains links to the tasks. Select to open the checklist that contains the task in the browser. Depending on your access rights, you'll see all tasks in the tracker showing the task you selected, or only your task if you're an external user. For more information, refer to Viewing the daily email report of your and others' tasks.

Checklist/task links

The email that the task assigner sends you contains the task link that you can open in the browser. Depending on your access rights, you'll see all tasks in the checklist showing your task, or only your task if you're an external user. For more information, refer to Emailing tasks to users. Alternatively, use the checklist/task link shared with you. For more information, refer to Sharing task and checklist links.