My Work

My Work is your personal command center in Predylo. It aggregates everything assigned to you across all leads — open tasks, follow-ups that are due, and a count of leads you own — so you can start each day without hunting through the full Leads table.

What it is

The My Work page (/my-work) pulls from two sources:

Tasks — follow-up reminders in lead_reminders where you are the assignee (matched by your user ID or email).
Owned-lead follow-ups — leads where you are the owner and next_follow_up is today or overdue.

Tasks and owned-lead follow-ups are separate lists. A task is something explicitly assigned to you; an owned-lead follow-up is the lead’s scheduled next touchpoint when you own that lead.

Who uses it

Role	Typical use
Rep	Daily stand-up view — what is overdue, due today, and coming up
Admin / Owner	Same personal view; also useful for modeling rep workflow

My Work is scoped to you. You only see tasks assigned to you and leads you own. It does not expose leads outside your normal org permissions.

Summary badges

At the top of the page you will see:

Open tasks — total active reminders assigned to you (across all buckets).
Leads owned — total leads where you are the owner, regardless of follow-up date.

Task buckets

Tasks are grouped by due date:

Overdue

Reminders whose remind_at time is in the past. These appear first with a warning tone. Prioritize these before anything else.

Due today

Reminders due before end of day (UTC). These are today’s must-do items.

Upcoming

Reminders scheduled for future dates. Use this section to plan ahead without cluttering today’s list.

Each task row shows:

Title — usually “Follow up” or a custom title set when the reminder was created
Lead — name and company
Due time — displayed in UTC
Assigned by — email of whoever created the task (if recorded)
Notes — optional body text on the reminder

My leads — follow-up due

This section lists leads you own where next_follow_up is today or overdue. These are not necessarily the same as assigned tasks — they reflect the lead record’s next scheduled touchpoint.

Each row shows the lead name, company, sales stage, and due date. Click Open to go to the lead detail page and take action.

Step-by-step: complete a task

When you finish a task assigned to you:

Go to My Work in the sidebar.
Find the task under Overdue, Due today, or Upcoming.
Click Done on the task row.

Predylo calls completeMyTask, which:

Soft-cancels the reminder (sets cancelled_at) so it leaves your active list
Recalculates the lead’s next_follow_up from any remaining active reminders on that lead
Refreshes My Work, the lead detail page, Leads, and Dashboard

You can only mark Done on tasks assigned to you. If you are not the assignee, Predylo returns an error.

Alternatively, open the lead and complete or reschedule the reminder from the lead detail page — My Work will update on refresh.

Step-by-step: work an owned-lead follow-up

Open My Work and scroll to My leads — follow-up due.
Click Open on the lead.
On the lead detail page, send outreach, log a call, add a comment, or schedule a new reminder.
When the follow-up is handled, ensure the lead’s next follow-up date is updated (automatic when you complete related tasks or adjust reminders).

When My Work is empty

If you have no open tasks and no owned follow-ups due, you will see:

You’re all caught up. No tasks or follow-ups due right now.

That is expected — check back after new assignments or as due dates approach.

Tips

Start here every morning — Overdue and Due today are your highest-signal lists.
Open the lead for context — task titles are short; the lead detail page has conversation history, scores, and approach angle.
Done vs. reschedule — Done clears the task. If you need to push the date, open the lead and edit the reminder instead of marking Done prematurely.
Ownership matters — the owned-lead section only appears for leads where you are the owner. Ask a teammate to assign ownership if you should own a lead but do not see its follow-up here.
UTC times — due times display in UTC; factor in your local timezone when planning calls.

Managing Leads — full pipeline view and lead detail
Lead Ownership — assign owners so follow-ups route correctly
Lead Inbox & Replies — approve drafts and handle replies
Reminders & Meetings — create tasks that appear in My Work