Overview

The My Tasks Dashboard provides a list of active work items and workflow tasks. The dashboard is accessed from the My Tasks link in the application header. 

The list defaults to show work items assigned to the current user as the processor or as a task assignee. From this page, internal users may search for items and tasks assigned to themselves or other users or workgroups. The page is also configurable, allowing users to select specific columns to display based upon the type of work that they do.

Searching for Tasks

My Tasks displays any item assigned to a user, including any functional area item or task. The search criteria are:

• Functional Area

• Assigned User

• Assigned Workgroup

When an internal user first logs into the system, the screen will default to search for Functional Area set to All, Assigned Workgroup set to My Workgroups (any workgroup the current user is a member of), and Assigned User set to the Current User. 

Show only tasks assigned by other processors

When specifying an Assigned User, a search option checkbox is displayed: Show only tasks assigned by other Processors. 

Checking this box limits the displayed tasks to tasks where the specified user is not the primary processor/owner of the record. 

Example:

Mary is the processor for Application A and has assigned Danielle several tasks. Danielle is the processor for Application B and has assigned workflow tasks to herself and perhaps others. 

Suppose Danielle views the My Tasks page. If Danielle is specified as the Assigned User in the search and the Show only tasks assigned by other Processors checkbox is not checked, then both Application A and Application B will be displayed in the My Tasks list. If the Show only tasks assigned by other Processors checkbox is checked, then Application A will be displayed in the My Tasks List, but Application B will not.

List Display

Items Displayed

Items displayed in the list correspond to functional areas that can have workflows and tasks assigned. These include the following functional areas:

• Application/Request

• Complaint/Incident

• Compliance Action

• Environmental Project

• Evaluation

• Financial Instrument

• Schedule

• DMR

Selecting Columns to Display

Users may select specific columns to display based upon on the type of work that they do. Users who primarily work with submissions may wish to display submission-specific information; users who work primarily with Evaluations may wish to display certain evaluation columns.

To select columns, click the Select columns to display dropdown. A list of data columns displays with checkboxes. Click the checkbox to select/deselect a column to be included. Clicking Show All will select all columns, and clicking the  (reset) button will reset the list back to the default columns.

Common Columns 

Configurable columns that are common to all functional areas include the following:

Compliance Action Columns

Configurable columns that are specific to the Compliance Action functional area include the following:

Evaluation Columns

Configurable columns that are specific to the Evaluation functional area include the following:

Submission Columns

Configurable columns that are specific to the Submissions functional area include the following:

Schedule Columns

Configurable columns that are specific to the Schedule functional area include the following:

“Next Task” Columns

The Next Task columns display the next unstarted or in process task on the functional area record. If the My Tasks dashboard’s is filtered for the current user’s tasks, priority is given to the next task that is assigned to the current user.

Configurable columns that are related to Task Information include the following:

See the following section for more information on Tasks.

Working on a Task from the My Tasks Dashboard

To work on a task from My Tasks dashboard, first reveal the following fields from the Select columns to display drop down.

• Next Task

• Next Task Due Date

• Next Task Comments

• Next Task Documents

The following actions can be performed from within the Task-related columns:

• Open a Task - click the Task Name hyperlink to navigate directly to the task detail screen in a new browser window.

• Mark as Task Complete - A Mark Completebutton appears if the task is unstarted or in process, and the current user has rights to update the task. After marking a task complete, the list will refresh to show the next unstarted task. The entire row will disappear from the My Tasks list if the current user does not have any other unstarted or in process assigned tasks on that record and the current user is not the overall processor on the record.

• Add or Update a Task Comment - Click the button with the conversation bubble icon in the Next Task Comments column to supply a comment on the task. Once set, the comment will display in the column. See the following section for more information.

• View a Linked Document - If one or more documents have been linked to the task, the Next Task Documents column will display the document name as a hyperlink. Clicking the link navigates to the document detail screen.

Update Comments from the Task List

Two selectable fields may be updated directly from the task list without navigating – Item Comments and Next Task Comments. Updating Item Comments adds or updates the comment for the functional item. Updating Next Task Comments updates the comments for the listed task.

To add or update a comment,

• Click the comment icon in the corresponding comment column.

• Enter comments in the Edit Comment window.

• Click Save.

Exporting the Task List to a CSV File

The Task List may be exported as a .csv file. To export and download the file, click the Export List button.