Contents of the Tasks Screen

This screen allows you to view, assign, and resolve tasks or action items that require completion on or before a specified date. Use the Actions to manage and update tasks.

Users associated with a Task are referred to as "Stakeholders". As a stakeholder, you will either be:

  • An Assignee, or the individual responsible for completing the task;
  • A Principal, or the individual who needs to ensure that the task is done; or
  • A Follower, someone who has an interest in seeing the task finished, but is not responsible for completing it.

The My Tasks screen displays the following columns.

Column Description
Description This column provides a description of the task.
Required This indicates whether or not task Assignees are required to complete the task.
Category This identifies whether a task is Personal or a Learning Requirement.
  • Personal: This is a task that has no Assignee and only one Principal stakeholder.
  • Learning Requirement: This is a task that is generated via the Learning > Learning Requirementsscreen. This displays if you are assigned a Learning Requirement task.
Due Date This displays the date when the task needs to be completed.
Date Created This is the date when the task was created.
Role This displays your role in the task, whether you are the Assignee, Principal, or Follower.
Principals This lists the individuals who need to ensure that the task is completed.
Assignees This lists the individuals responsible for completing the task.
Status This indicates whether the task is Complete or Incomplete.
Actions This displays the actions that can be taken for each task in the table.

Actions

The optoins on the My Tasks screen perform the following actions.

Column Description
View Click this to view the task details.
History Click this to view the changes made to the task.
Edit Click this to change the task details. This displays only if you are the Principal stakeholder.
Mute Reminders Click this if you do not want to receive reminder notifications for the task. This displays only if you are the Principal or the Follower stakeholder. Assignees cannot mute task reminders.
Follow Click this to add your name as a Follower stakeholder.
Un-Follow Click this to remove your name as a Follower stakeholder. This displays only if you are a Follower stakeholder.
Complete Click this to set the Status to Complete . This displays only if the current status is Incomplete or Canceled.
Un-Complete Click this to set the Status to Incomplete. This displays only if the current status is Complete.
Cancel Click this to set the Status to Canceled . This displays only if the current status is Incomplete or Complete .
Un-Cancel Click this to set the Status to Incomplete . This displays only if the current status is Canceled.