The My Tasks dashboard page is locating under the Home menu and is the landing page when internal users first log in to the system. From this page, internal users can search for items and tasks assigned to themselves or other users or workgroups.
Task Display
My Tasks displays any item assigned to a user, including any functional area item or task. The functional areas available in My Tasks are:
Common Columns
Name
Description
Functional Area
Functional Area of Parent Item
Site Name
Site Name of Parent Item
Site Alternative Names
Active Site Alternative Names
Item Name
Parent Item Name - varies by functional area:
Application/Request and Complain/Incident: Form Name (with source Permit Number, if applicable)
Compliance Action: Compliance Action Type (with source Permit Number, if applicable)
Cons. Easement: N/A
Environmental Project: Project Activity Type
Evaluation: Evaluation Type (with source Permit Number, if evaluation links to a permit)
Financial Instrument: Financial Instrument Type (with source Permit Number, if applicable)
Column Name
Description
Application/
Request
Complaint/
Incident
Compliance
Action
Cons.
Easement
Environmental
Project
Evaluation
Financial
Instrument
Schedule
Schedule
DMR
Functional Area
Functional Area of Parent Item
Site Name
Site Name of Parent Item
Site Alternative Names
Site Alternative Names with no End Date
Item Name
Parent Item Name
Varies by Functional Area
Form Name (with source Permit Number, if applicable)
Form Name
Compliance Action Type (with source Permit Number, if applicable)
N/A
Project Activity Type
Evaluation Type (with source Permit Number, if evaluation links to a permit)
Financial Instrument Type (with source Permit Number, if applicable)
Schedule Group and Schedule Name, with source Permit, Compliance Action, or Project Activity Number
Reference Number
Primary Contact
processor vs task assignee
next task logic
For a given in-process item, the "next task" shown on the My Tasks dashboard is the task with a) the lowest sequence number (task index number which are sequential within a workflow) across all workflows associated with the item, b) the earliest due date, and c) which is in "Unstarted" or "In Process" status.
