Tasks assigned to you appear in two places: the My
Tasks personal dashlet and the My Tasks page. Each task is your
responsibility and remains assigned to you until you manage
it.
This task assumes you are on the My Tasks page.
- In the task list locate the task you want to work with and position your cursor over it to reveal the available actions.
-
Click Edit Task.
The Edit Task page appears displaying the task details. The actions available on this page depend on the task type.
Tip: You can also access the Edit Task page from your personal dashboard: click the Edit Task icon for a task on the My Tasks dashlet. -
Manage the selected task in one or more of the following
ways:
- Update: If the task is in progress but not yet complete, you can change the task status and add a comment indicating your progress, then click Save and Close. The task remains assigned to you.
- Reassign: Click Reassign and use the search field provided to locate the desired user. Click Select to the right of a user to reassign the task to that user.
- Approve or Reject: When you are done with a task you can update the task status, add a comment indicating the work done, and then click either Approve or Reject. The task returns to the user who started the workflow and no longer appears in your task list.
- Claim: Click Claim to take responsibility for a pooled task. This action is available only for pooled tasks that are not yet assigned.
- Release to Pool: Click Release to Pool to place a task back in the pool. The task then appears in the task list as Unassigned and can be claimed by another user. This action is available only for pooled tasks that are currently owned by you.
- Add: Click Add beneath the Items list to locate and select content items to add to the task. This action is available only for Adhoc tasks.
- Task Done: Once a task is complete, it is returned to the user who started the associated workflow. Click Task Done to finish a task and remove it from your task list.
Once the selected action is complete you are redirected to an appropriate page.