IDI version 26.8 is now available.  Click here for details: IDI Updates.

My Tasks

Prev Next

The My Tasks page displays a list of In Progress or Overdue Tasks assigned to you.  

(Show picture)

UG template for Help

You can manage the number of Tasks listed by selecting one of the following:

  • All: Displays all your In Progress or Overdue Tasks.

  • New: Displays Tasks assigned to you within the last hour.

  • Next Week: Displays your Tasks with due dates more than seven days from today and fewer than 14 days from today.

  • Overdue: Displays your Tasks which should have already been completed.

  • Today: Displays your Tasks due today.

  • Tomorrow: Displays your Tasks due tomorrow.

    The list of Tasks includes the following information:

    Due Date

    Original Due Date.

    If a Task is overdue, a red indicator is displayed before its due date.

    Status

    Current Status of the Task.

    Task Name

    Name of the Task.

    Workflow Name

    Name of the parent Workflow.

  • Expand a Task to display its Task Details.

    Task Details displays the following information:

    Name

    Name of the Task. This is a link that displays the Task Details on a separate page.

    Due Date

    Original Due Date.

    If a Task is overdue, the date and time is red text.

    Status

    Current Status of the Task.

    Duration

    Current length of time assigned to the Task.

    Assigned To

    User assigned to the Task.

    Description

    Description of the Task as entered when the workflow was created.

    Notes

    Existing notes.

  • Click the Extended Data button to change the Workflow's Extended Data. See Extended Data Dialog within a Workflow for more information.

  • Click the edit button to change the following Task information:

    • Duration

    • Duration type (Days, Hours, Minutes, Seconds)

    • Status

    • Assigned To

    • Notes