Your tasks

The Tasks screen (under Self-Service in the left menu) is where you track work assigned to you, work you have assigned to others, and any recurring task occurrences.

1. Tasks — Open Tasks from the menu.

What you'll see

At the top, four summary cards show counts for Total Tasks, In Progress, Completed, and Overdue.

Below the cards are three tabs:

• My Tasks — tasks assigned to you.
• Assigned by Me — tasks you created and assigned to other people.
• Recurring Instances — individual occurrences of repeating tasks (shows a red badge with the overdue count when any are overdue).

My Tasks and Assigned by Me columns

Both lists show these columns:

• Task — the task name. An Overdue badge appears when the due date has passed, and a small repeat icon appears for recurring tasks.
• Assigned By (on My Tasks) or Assigned To (on Assigned by Me) — the person's name.
• Due Date — the due date, plus the time if one was set.
• Priority — Low, Medium, or High.
• Status — New, In Progress, Completed, Hold, or Cancelled.
• Actions — buttons for viewing and, on your own tasks, working the task.

Recurring Instances columns

• Task — the name of the parent task.
• Scheduled Date — the date this occurrence is due.
• Status — Pending, Overdue, Completed, or Skipped.
• Actions — a button to view the occurrence details.

Steps

1. Open Tasks from the Self-Service menu.
2. Choose the My Tasks, Assigned by Me, or Recurring Instances tab.
3. On My Tasks and Assigned by Me, use the Status, Priority, From Date, and To Date filters to narrow the list, or type in the search box.
4. On Recurring Instances, use the Filter by Status dropdown (All Active, Overdue, Today, Upcoming).
5. Click the eye icon in the Actions column to open a task and see its details.

Tips

• See Working a task for the Start, Hold, Resume, and Complete actions.
• See Recurring task occurrences for handling individual occurrences of a repeating task.