My TATER Personal Dashboard

Getting there

Three ways:

1. Direct URL: https://my.tatersecurity.com - sign in with your work account
2. Landing hub: sign in at app.tatersecurity.com and pick the My TATER tile; or use the app-switcher grid icon in the top-right of any TATER app
3. Bookmark it. Most users use My TATER as their primary daily landing page and only jump into the other apps when they need to do something specific.

How the app is organized

The icon rail on the left splits My TATER into three modules. Personal holds everything assigned to or awaiting you; Community is the social layer (feed, leaderboard, achievements); Preferences is your profile and settings. Each module opens with a tile dashboard linking to its pages, and Ctrl+K jumps anywhere by name.

Dashboard (default landing)

An at-a-glance overview: banners for reviews awaiting your signature and tickets where a technician is waiting on you, then cards for open tasks, recent mentions and notifications, approvals awaiting your decision, control assignments, upcoming deadlines across everything, your project workload, on-call shifts, control tests, and training. Click any card entry to jump to the relevant page.

My Tasks

Every Ops task assigned to you or created by you, plus compliance controls assigned to you, in three tabs: Assigned to me, Reported by me, Control Assignments. Filter by status, search, save custom views, export CSV. Click any task to open its full detail - see Reading the task detail page.

If a task is assigned to you

1. Acknowledge fast. Click into the task, change status from Open to In Progress, and add a comment with your initial assessment ("looking now", "will need ~2 hours", "need clarification on X"). This unblocks the requester from wondering if anyone saw it.
2. Ask for clarification in the comments rather than via email/DM. Use @requester.email to ping them - their reply stays in the thread so everyone has context.
3. Use the suggested wiki articles. The task detail panel surfaces suggested TATERpedia pages - if the same issue has been resolved before, the playbook is right there.
4. Update status as you progress, and when resolving, add a comment summarizing what you did and the root cause - it becomes the resolution email the user receives.
5. If you can't complete it (out of scope, no permissions, needs another team), reassign rather than ignoring, with a comment explaining why.

My To-Dos

Lightweight to-dos for the everyday work that doesn't need a full Ops ticket - "swap the projector bulb", "send the Q3 roster to payroll". Distinct from My Tasks: no categories, SLAs, or routing, just get-it-done items.

• Create one with + New To-Do: title, optional notes, priority, due date. Assign it to yourself, to specific people, or to a group - group to-dos track each person's sign-off separately, and the page shows group progress ("4 of 6 sign-offs complete").
• Make it recurring - daily, weekly (pick the day), or monthly (pick the date) at a chosen time. A fresh copy spawns on schedule; tick Show recurring templates to see and manage the definitions.
• Work the list from the KPI strip (Open / In Progress / Overdue / Completed 30d - click a tile to filter) and the tabs: Assigned to me, Created by me, Group To-Dos.
• Complete or cancel from the list; the nav badge counts your open to-dos.
• Need info from someone first? Your AI assistant can spawn an Information Request linked to a to-do (the trigger_todo_rfi MCP tool) - the answer comes back through the requests workflow.

My Reviews

Documents and policies you've been asked to read and formally acknowledge, plus independence attestations. Open one to read it (linked TATER documents render inline, so you never need access to another module) and sign the attestation. Cross-org: review requests from every organization that assigned you one, in one queue. If you're a completion reviewer - tracking who has signed rather than signing yourself - those items appear in a separate "Reviews I'm tracking" section. See the Document Reviews guide.

Three kinds of "requests" - which page do I need?

After you submit a service request: a ticket is created in TATER Ops and routed to the owning team, you get email updates as it progresses, and it appears under My Tasks (Reported by me) where you can comment to add info.

Access Requests

Request access to a resource - SharePoint site, shared mailbox, distribution list, or any type your admins have defined. Requests go through an approval workflow; once approved you either get the access automatically or receive step-by-step guidance. See the Access Requests guide.

My Approvals

If you're an approver, every request waiting on your decision lands here - travel exemptions, license rentals, change requests, exceptions, and more, across all of TATER. Open one, review the details, approve or reject with a comment. See the Approvals guide.

My Surveys

Surveys assigned to you, plus feedback requests (CSAT) on tickets you opened that were just closed. Answer inline and submit; ticket-feedback requests can also be answered straight from their email link. See the Surveys guide.

My Meetings

Meetings you recorded with the TATER agent, organized, were invited to, or attended - each with its transcript and meeting record. Filter by your role in the meeting. See the Meeting Recorder guide for how recording works.

My Licenses, My Travel, My Expenses

• My Licenses - need Visio or Project for two weeks? Request a time-boxed license; after approval it activates on schedule and is removed automatically when time is up, with an email at each step.
• My Travel - traveling internationally? Request a temporary sign-in exemption for your trip window; it's enabled after approval and removed automatically when you return.
• My Expenses - submit a reimbursement or log company-card spend, one line per item with its receipt. Reimbursable lines go to an approver, then AP pays you; company-card lines are logged for reconciliation. Track every request's status here.

My Independence

Only relevant if your firm runs independence attestations: see the clients you've flagged with a conflict, update a flag anytime, and flag a new client the moment something changes - without waiting for the next attestation cycle.

Vendor Reviews

If you're an assessor on a vendor on-site review or a scorer on an RFP evaluation, your assignments are listed here and open in TATER Security.

Mentions

Every comment, status update, or audit entry where someone @mentioned you, newest first. Click to jump to the source in context. When someone @mentions you, that's usually a request for input - resolving mentions promptly keeps colleagues unblocked.

Work Location

Shows which company devices are assigned to you in the asset register, and - if your organisation has enabled the recording - where those devices have been working from.

Many organisations ask staff to report when their usual work location changes. This page exists so that check is something you can see and take part in, rather than something done out of sight.

• Only devices assigned to you appear. Attribution comes from the asset register, not from who signed in most recently, so a shared machine will not show you someone else's history. If you use a company device that is not listed, ask IT to assign it to you.
• What is recorded is deliberately coarse. One entry per device per day, describing the network it worked from - not your movements, and never a precise position. There is no GPS or location tracking involved.
• "Not known" means exactly that. If no usable network was recorded on a day, the entry says so. It is not a claim that the device was anywhere in particular, and it is not counted against you.
• You can propose a correction. If the recorded location is wrong or your circumstances have changed, use Propose a correction. It goes to an administrator to review - it does not change the record directly, which is what keeps the record meaningful.

Notifications & snooze

Your in-app notification feed - approvals, reviews, meeting reminders, and more. You'll be notified when someone @mentions you, a task assigned to you changes status, your approval is needed, a request you submitted resolves, a review lands in your queue, or you earn an achievement.

• Snooze any notification to defer it - pick a duration from the dropdown on the item and it disappears until then. Show snoozed reveals parked items; un-snooze anytime.
• Mark all read clears the counter in one click.
• Channels: the in-app feed and bell badge, plus email where delivery is configured. Tune what you receive under Preferences.

Community - feed, leaderboard, achievements

• Feed - what's happening across the TATER community, plus a compose box to share an update yourself.
• Leaderboard - top users and top organizations ranked by XP. Your row is always highlighted. Healthy competition is the goal - leaderboards drive consistent compliance work.
• Achievements - badges earned by contributing (first risk created, 10× evidence submissions, …). Filter earned vs. locked; locked badges show their criteria so you know what's available to earn.

Favorites

Anything you've starred across the platform - controls, risks, policies, wiki pages, vendors, tasks - in one list with type filtering and search. To favorite something, click the ⭐ on its detail page in the source app; click again to remove. Rows deep-link back to the item.

Preferences - profile, signature, settings

• My Profile - three cards: your Entra identity (read-only; name/email changes are made by your admin in Entra), your TATER Profile (display name/nickname, photo, bio, accent color, LinkedIn, timezone - what other users see on the leaderboard and in mentions), and your People record (title, department, phone, notes - the per-org profile TATER reads when assigning work to you).
• Email Signature - generate your official company signature, pre-filled from Entra + your profile; edit, toggle optional elements, and copy it into your mail client.
• Preferences - interface theme (follows you across every TATER app), default landing app, and notification preferences.

Using your AI assistant with My TATER

If your org has Microsoft 365 Copilot, Claude, or another MCP-enabled AI connected to TATER, it can work your personal view:

• "What's on my task list today?" · "What's overdue on my to-dos?"
• "Create a recurring weekly to-do for the Friday backup check, assigned to the infra group."
• "What approvals are waiting on me?" · "Show me my open mentions."
• "Snooze everything that isn't due this week."

Anything the AI does on your behalf is tagged in the activity log (via: copilot / via: claude) so you can always trace what happened.

Recommended daily habit

1. Start your day in My TATER. Spend 5 minutes on the Dashboard - the banners and "Awaiting My Decision" card are the things blocking other people.
2. Clear mentions and action requests first. Both mean a colleague is waiting on you.
3. Triage My Tasks and My To-Dos. Pick the most important 2-3 for the day.
4. Snooze what you can't act on yet instead of letting the notification list pile up.
5. End your day by closing what you can. Even marking a task in-progress shows movement and unblocks the next person.

Frequently asked questions

What's the difference between My Tasks and My To-Dos?

My Tasks are real Ops tickets and compliance assignments - they carry categories, SLAs, approvals, and routing. My To-Dos are lightweight personal/team items with none of that overhead. If it needs a paper trail with a requester and a queue, it's a task; if it's "remember to do this by Friday", it's a to-do.

Why am I assigned to tasks I didn't agree to take?

Tasks can be assigned by an approver, a workflow, a catalog routing rule, or an AI assistant acting on someone's behalf. If an assignment doesn't make sense, reassign via the task detail page or comment back asking for context.

My admin restricted my account to one app - do I lose My TATER?

No. My TATER is never restricted by permission bundles. Your personal pages - tasks, to-dos, reviews, approvals, requests, notifications - keep working, because they only ever show items directed at you.

I don't see something in My Favorites that I starred.

Refresh the page or wait a moment. Check that the star is filled, not outlined; items in archived states may be filtered out of the default view.

Can I disable notifications?

Yes - Preferences lets you tune channels and event types. Workflow-critical notifications (you're the approver or assignee) always deliver, and snooze is always available for deferring individual items.

Related guides

• My TATER app overview - the full page-by-page reference
• Submitting + tracking catalog requests - most of what shows up in My Tasks
• Access Requests - resource access with approval routing
• Surveys - the surveys + CSAT feedback requests that land in My Surveys
• Document Reviews & Acknowledgements - the documents + policies that land in My Reviews
• Information Requests (RFI) - the requests that land in Information Requests
• Approvals - the engine behind My Approvals
• Comments, @mentions, notifications - the activity layer across TATER
• Community + gamification - how leaderboards and achievements work under the hood