My Tasks

My Tasks is the action-focused area of Museum Exchange that shows the steps currently waiting on you.

It is designed to help you quickly understand what requires your attention so you can keep donations moving forward without needing to search through the full workflow.

What is My Tasks?

My Tasks is your personal task list in Museum Exchange.

It highlights the actions that are currently assigned to you or ready for your review. Depending on your role and the stage of the donation, these tasks may relate to listings, proposals, documents, shipping, or other donation-processing steps.

My Tasks is intended to answer one simple question:

What do I need to do next?

What kinds of tasks appear in My Tasks?

The tasks shown in My Tasks depend on your role and the donations you are involved in.

Examples include:

• reviewing a proposal-related step
• confirming donation information
• completing or reviewing document fields
• signing a document
• reviewing shipping-related steps
• completing a required action in donation processing

Only tasks that are relevant to your role and require your attention should appear there.

Why My Tasks is useful

My Tasks helps reduce confusion by surfacing the most important next steps in one place. Instead of opening each donation to check what is pending, you can use My Tasks to see which actions are waiting on you right now.

This is especially helpful when:

• you are involved in multiple donations
• several workflow steps are moving at once 
• documents or approvals are time-sensitive
• different team members are responsible for different actions

My Tasks is personal to you

My Tasks is focused on the actions that require your attention.

This means the tasks you see are based on your role, your assignments, and the donation steps currently waiting on you. Other users at your institution may see different tasks depending on what has been assigned to them.

How to use My Tasks

A simple way to use My Tasks is:

• Open My Tasks regularly.
• Review which actions are currently waiting on you.
• Open the related donation or workflow step.
• Complete the task.
• Return to My Tasks to see what still remains.

As tasks are completed, your task list should update to reflect the next steps that still need attention.

Best practices

To get the most value from My Tasks:

• check it regularly
• complete tasks as soon as you are able
• pay close attention to document and signing steps
• make sure assignments and user roles are set correctly
• use it as your starting point when deciding what to work on next

Common questions

What is the difference between My Tasks and the donation record?

The donation record shows the full donation workflow. My Tasks highlights the specific steps that currently require your attention.

Will everyone at my institution see the same tasks?

Not necessarily. My Tasks is based on the actions assigned to each user.

Why don’t I see a task I expected?

If a task does not appear, it may not yet be ready, it may be assigned to another user, or a prior step may still need to be completed first.

Can My Tasks include document-related actions?

Yes. My Tasks may include actions such as reviewing documents, assigning signers, or signing documents, depending on your role and the donation stage.