Contents of the My 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.
Columns in the Tasks Table
The My Tasks screen displays the following columns in a grid.
Field | Description |
---|---|
Description | This column provides a description of the task. |
Required | This column indicates whether or not task Assignees are required to complete the task. |
Category | This column identifies whether a task is
Personal or is a
Learning Requirement.
|
Due Date | This column displays the date by which the task must be completed. |
Date Created | This column displays the date on which the task was created. |
Role |
Users associated with a Task are referred to as "stakeholders." As a stakeholder, you are designated as having one of the following roles in this column:
|
Principals | This column lists the individuals who need to ensure that the task is completed. |
Assignees | This column lists the individuals responsible for completing the task. |
Status | This column indicates whether the task is Complete, Incomplete, or Canceled. |
Actions | This column displays the actions that can be taken for each task. |
Actions
Use options on the My Tasks screen to perform the following actions.
Field | Description |
---|---|
View | Click this option to view the task details. |
History | Click this option to view the changes made to the task. |
Edit | Click this option to change the task details. This displays only if you are the Principal stakeholder. |
Mute Reminders | Click this option 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 option to add your name as a Follower stakeholder. |
Un-Follow | If you are a Follower stakeholder, click this option to remove your name as a Follower. |
Complete | If the current status is Incomplete or Canceled, click this option to change the Status to Complete. |
Un-Complete | If the current status is Complete, click this option to change the Status to Incomplete. |
Cancel | If the current status is Incomplete or Complete, click this option to change the Status to Canceled. |
Un-Cancel | If the current status is Canceled, click this option to change the Status to Incomplete. |
Parent Topic: My Tasks Screen