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My Tasks

The My Tasks page lets you view and manage the tasks that are assigned to you. On this page you can view a summary of your tasks, filter the task list, and access the actions for managing your tasks.
  1. On the toolbar expand the More menu and click My Tasks.

    Tip: You can also access this page from your personal dashboard: click All Tasks on the My Tasks dashlet.

    The My Tasks page appears displaying a list of all tasks currently assigned to you. The summary provided for each task includes:

    • task name
    • due date
    • current status of the task
    • task type
    • priority (displayed as an icon that indicates the task is of high, medium, or low priority)

    An icon () indicates a pooled task. Pooled tasks that can be claimed are marked as Unassigned.

    Where the list contains more tasks than can be displayed on a single page, navigation links appear at the top of the task list. The number in bold indicates your current page. Click a page number to display a specific page. Use the previous (<<) and next (>>) links to move forward and backward through multiple pages of tasks.

  2. Use the filters provided to view a subset of the tasks.

    The browsing pane on the left side of the page enables you to display a specific set of tasks. The options are:

    Tasks
    Display all tasks
    Due
    Filter tasks by due date: Today, Tomorrow, Next 7 Days, Overdue, No Date
    Priority
    Filter tasks by priority: High, Medium, Low
    Assignee
    Filter tasks by assignee: view tasks assigned to you or view pooled tasks that are unassigned
  3. Manage your tasks.

    Position your cursor over a task to reveal the available actions:

    • Edit Task: Allows you to edit the task
    • View Task: Displays the task details
    • View Workflow: Displays the workflow details

    Note: On this page you can click Start Workflow beneath the banner to initiate a new workflow.