Find Active Tasks

Purpose

This guide outlines how to locate a user’s active tasks within the system. This can be done through:

• My Assignments 
• Dashboard

Both pages of the system can be accessed by clicking the corresponding section in the blue navigation panel.

My Assignments

1. Upon Login, the system will display the My Assignments page. This will show the user a list of all active processes where they have been assigned to complete a task. 

2. Processes in this list are displayed in order of priority. Rank can be found in the upper right corner of the process icon.

Note: Items listed in My Assignments cannot be reordered from this page and authorization to alter priority of processes requires the appropriate permissions. 

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3. Clicking a process will navigate the user to the corresponding task they are assigned to in the system.

Dashboard

1. Navigate to the Dashboard through the blue navigation panel. 

2. The dashboard displays a series of standard widgets, including a widget for My Active Tasks. Information displayed includes:

1. Priority
2. Process Name
3. Process Template
4. Task Name
5. Completion Target Date

3. Use the widget to locate the desired task and click the task name to navigate to the selected page.