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.
  • 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 Requirements screen. This displays if you are assigned a Learning Requirement task.
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:

  • Assignee: You are the individual responsible for completing the task.
  • Principal: You are the individual who needs to ensure that the task is completed. (This is the default role for the person who creates the task.)
  • Follower: You have an interest in seeing the task finished, but you are not responsible for completing it.
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.