Home Dashboard - Tasks Tab

The Tasks tab allows employees or task assignees to review and complete assigned tasks and allows managers or task reviewers to review and then accept or reject tasks that employees mark as complete during the task completion process. The Tasks tab consists of two sections: My Open Tasks and Tasks for My Review.

My Open Tasks

Once a manager assigns a task to an employee or task assignee, the task item displays in the My Open Tasks section of the Tasks tab. When managers assign tasks, they can flag each task to indicate a high, medium, or normal priority. Items in the My Open Tasks section are ordered according to priority by default and display an icon to signify the corresponding priority. Items of the same priority are ordered by due date, and then items of the same priority and due date display in alphabetical order by task name.

Employees can use the My Open Tasks section on the Tasks tab to do the following:

• Complete Tasks
• Search and View Completed Tasks

Home Dashboard - Tasks - My Open Tasks Fields

 

Field	Definition
My Open Tasks	Section that displays the currently open tasks for the employee. Each task in the list from this section includes the name, due date, reporting manager, and a corresponding priority icon. You can click the task name hyperlink to view details for the task and mark the task as complete using the Task Details pop-up.
Show My Tasks	Icon used to search and view details for tasks using the Employee Task List page.
Task Name	Displays the name of the individual task. You can click the task name hyperlink to view details for the task on the Task Details pop-up.
Due Date	Displays the due date of the corresponding task.
From	Displays the name of the manager responsible for assigning, reviewing, and accepting or rejecting the task.
Regarding	Displays the name of the individual that the task pertains to. If the Target field does not display your name, this indicates that the manager assigned the task for you to complete on behalf of, or in regard to, the individual whose name displays in the Target field.
Priority	Displays a high, medium, or low icon to indicate the priority of the corresponding task.

 

Tasks for My Review

The Tasks tab also includes the Tasks for My Review section. The Tasks for My Review section allows managers or task reviewers to review completed tasks during the task completion process. Once an employee marks an assigned task as complete, the task item displays in the Tasks for My Review section for the manager or task reviewer. Additionally, if the Manager dashboard permission is active for the user role associated with your user account, you can use the Tasks for My Review section to create ad hoc tasks or assign tasks for your respective employees during the task completion process. Contact your system administrator for assistance with activating the Manager dashboard permission for the user role associated with your user account.

Home Dashboard - Tasks - Tasks for My Review Fields

 

Field	Definition
Create Ad hoc Task	Icon used to create a new ad hoc task using the Create Task page. The Create Ad-hoc Task icon only displays in the Tasks for My Review section if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating your user role permissions.
Assign Task	Icon used to assign a task using the Assign Tasks pop-up. The Assign Task icon only displays in the Tasks for My Review section if the Manager dashboard permission is active for the user role associated with your user account. Contact your system administrator for assistance with updating your user role permissions.
Tasks for My Review	Section that displays a list of the tasks completed by employees who directly report to you or tasks for which you are the selected task reviewer.
Task Name	Hyperlink used to review and accept or reject the completed task using the Review Task Details pop-up.
Due Date	Displays the due date of the corresponding task.
From	Displays the name of the employee or task assignee that marked the task as complete.
Target	Displays the name of the individual that the task pertains to. If the Target field does not display the same name of the employee that displays in the From field, this indicates that the manager originally assigned the task for the From employee to complete on behalf of, or in regard to, the Target employee.

Managers can use the Tasks for My Review section on the Tasks tab to do the following:

• Create Ad Hoc Tasks
• Assign Tasks
• Accept or Reject Completed Tasks

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