My Tasks Dashboard
Overview
The My Tasks dashboard lists active work items and workflow tasks. To access the dashboard, click the My Tasks link in the main navigation bar.
Searching for Tasks
By default, the My Tasks dashboard shows all work items where the current user is either the processor or a task assignee. However, internal users can search for other items and tasks by functional area, assigned workgroup, and assigned user.
Only functional areas that support workflow and task assignments are available for selection. These include:
Application/Request
Chemical Criteria
Complaint/Incident
Compliance Action
Cons. Easement
Environmental Project
Evaluation
Financial Instrument
Schedule
Schedule - DMR
If “(All)” is selected in the Assigned Workgroup field, a user must be selected in the Assigned User field. If “(All)” is selected in the Assigned User field, the Assigned Workgroup field must be set to a single workgroup, “(My Workgroups),” or “(Unassigned).”
“Show only tasks assigned by other processors”
When selecting an assigned user, a checkbox labeled “Show only tasks assigned by other Processors” appears. Checking this box limits the results to tasks where the specified user is not the primary processor or record owner.
For example, imagine Mary is the processor for Application A and has assigned several tasks to Danielle. Danielle is the processor for Application B and has assigned tasks to herself and others.
If Danielle views the My Tasks dashboard and selects herself from the Assigned User field:
If the Show only tasks assigned by other Processors checkbox is not checked, then both Application A and Application B appear in the results.
If the Show only tasks assigned by other Processors checkbox is checked, then only Application A appears in the results.
Viewing and Managing the Dashboard
Selecting Columns to Display
Users can show or hide columns based on their needs.
To select columns, open the Select columns to display dropdown. Select the checkbox next to each column to display. Clicking the Show All button will select all columns, and clicking the Reset button will restore the default column selections.
Common Columns
Configurable columns that are common among functional areas are described below.
Column | Description | Notes |
|---|---|---|
Functional Area | The functional area to which the item applies. |
|
Site Name | The name of the site to which the item relates. |
|
Site Alternative Names | Alternative names for the site to which the item relates. |
|
Item Name | The name of the item in progress. | Specific information displayed in this column varies by functional area:
|
Reference Number | The item’s reference number. |
|
Primary Contact | The primary contact for the item. | The primary contact varies by functional area:
|
Assigned User | The item’s primary processor. |
|
Status | The current status of the item. | Specific statuses vary by functional area. Only items in draft or active statuses appear on the My Tasks dashboard. nVIRO can be configured to exclude items in certain active statuses (such as Issued or Entered). Note this is a system-wide configuration. Pending compliance actions are always displayed. |
Item Comments | Notes about the item. | Comments may be updated directly from the My Tasks dashboard without opening the item record. |
Submission Columns
Configurable columns that are specific to submissions are described below.
Column | Description | Notes |
|---|---|---|
Priority | The priority level of the submission. | This column may or may not be applicable, depending on form configuration. |
Received Date | The date the submission was initially received. |
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Latest Version Received Date | The date the latest version of the submission was received (for submission revisions). |
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Administrative Complete Due Date | The date the submission was deemed administratively complete. | This column may or may not be applicable, depending on the submission type. |
Public Notice End Date | The date a related public notice event is/was scheduled to end (if applicable). |
|
Processing Due Date | The target due date by which the submission should be completed. |
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Site Inspection Scheduled Date | The date a related site inspection event is scheduled to be conducted. |
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Amount Due | The total outstanding fee amount for the submission. |
|
Schedule Columns
Configurable columns that are specific to schedules are described below.
Column | Description | Notes |
|---|---|---|
Schedule Due Date | The date the schedule submission is due. |
|
Evaluation Columns
Configurable columns that are specific to evaluations are described below.
Column | Description | Notes |
|---|---|---|
Evaluation Scheduled Date | The date that the evaluation is scheduled to start. |
|
Evaluation Start Date | The actual date that the evaluation started. |
|
Evaluation End Date | The date that the evaluation ended. |
|
Compliance Action Columns
Configurable columns that are specific to compliance actions are described below.
Column | Description | Notes |
|---|---|---|
Compliance Action Date | The date when the compliance action was set to Issued or Entered status. |
|
Project Columns
Configurable columns that are specific to Environmental Projects are described below.
Column | Description | Notes |
|---|---|---|
Project Activity Category | The category of the project activity. | This column is only applicable to environmental projects. |
Project Activity Start Date | The start date of the project activity. |
|
Project Activity End Date | The end date of the project activity. |
|
Task Columns
Task columns display the next task that is either not started or in progress for each functional area record. If the My Tasks dashboard is filtered to display the current user’s tasks, the next task assigned to that user is listed.
Configurable task columns are described below.
Column | Description | Notes |
|---|---|---|
Next Task | The name of the next task, the assigned user’s name (if assigned), and the task status. | If the task is in Unstarted or In Process status and the current user has appropriate permissions, a Mark Complete button also appears. |
Next Task Due Date | The due date for the task (if applicable). |
|
Next Task Comments | Notes about the next task. | Comments may be updated directly from the My Tasks dashboard without opening the task record. |
Next Task Documents | Documents linked to the next task. |
|
Working on a Task from the My Tasks Dashboard
To work on a task from My Tasks dashboard, first select the following columns from the Select columns to display dropdown:
Next Task
Next Task Due Date
Next Task Comments
Next Task Documents
The following actions can be performed from within the task columns:
Open a Task: Click the task name hyperlink in the Next Task column to open the task’s Details page in a new browser tab.
Mark a Task Complete: If a task is in Unstarted or In Process status and the current user has appropriate permissions, a Mark Complete button appears in the Next Task column. When the task is marked complete, the list refreshes to show the next open task. If the user has no other open assigned tasks on that record and is not the record’s primary processor, the entire row is removed from the dashboard.
Add or Update a Task Comment: To add a comment to a task, click the button with the speech bubble icon in the Next Task Comments column. Once added, the comment will display in the column. Click the button again to edit it.
View a Linked Document: If a document has been linked to the task, the Next Task Documents column displays the document name as a hyperlink. Clicking the link opens the Document Details page.
Exporting the Task List to a CSV File
To export and download the tasks list as a CSV file, click the Export List button.
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