A task's details and activity

Opening a task shows everything about it in a panel that slides in from the right, including a timeline of activity.

1. Tasks — Open Tasks from the menu.

2. My Tasks — Find the task on the My Tasks or Assigned by Me tab.

3. Task Details — Click the eye icon in the Actions column. The Task Details panel opens.

Steps

1. Open Tasks from the Self-Service menu.
2. Find the task on the My Tasks or Assigned by Me tab.
3. Click the eye icon in the Actions column. The Task Details panel opens.

What you'll see

The panel shows:

• Status — New, In Progress, Completed, or Hold.
• Priority — Low, Medium, or High.
• Due Date — the due date, plus the time if one was set.
• Assigned To — the person the task is assigned to.
• Created By — the person who created the task.
• Notes — any notes added when the task was created.
• Recurring — the repeat pattern and end date, for repeating tasks.
• Activity Timeline — a dated list of everything that has happened on the task: started, put on hold, resumed, completed, and any comments or files added. Each entry shows who did it and when, and a View Attachment link if a file was attached.

If the task is one of yours and is in progress, you'll also see sections to add an update and, when required, upload a document. See Adding a task update and Working a task.

Tips

• Click Close to dismiss the panel.