# My Tasks
My tasks section shows workflow items assigned to you or your group. The two tabs display lists of assigned and open tasks:
- My Tasks: The tasks currently assigned to you. This list serves as your work queue.
- Open Tasks: The tasks assigned to your group. You can select a task to take ownership. Once you take ownership, they appear in your assigned task list so that you can process them.
The my tasks section can be separated into the following areas:
# Tools
The available tools will vary depending on whether you're on the Assigned Tasks tab or Open Tasks tab.
Task | Description |
---|---|
Workflow Selector | Use to filter the item list by workflow. Changing to a different workflow will automatically updates the item list. Only workflows that have open or assigned tasks for you will be shown in the list. There is a top refresh button that refreshes the main workflow list. |
Pager | The pager control shows the number of pages that are available for the current list. It improves response performance by showing only 100 items at once. At anytime you can refresh the current list by clicking on the button. |
Show | Clicking on the Show button will display a menu that allows you to filter the list by each column. Different column types will have different filter options available. |
Open as Group | Use to open selected tasks together under the same group tab within the viewer. Completing a task in a group will advance you to the next task. |
Open top 10 Tasks (My Tasks tab only) | Use to automatically open the first ten tasks in the list with one click without having to select them first. |
Decline tasks (My Tasks tab only) | Certain tasks that are assigned to you can be put back in the open list by using this action. |
Accept selected (Open Tasks tab only) | Use to take ownership of selected open tasks. |
Accept and open selected
(Open Tasks tab only) | Use to automatically take ownership of and open selected tasks with one click. |
Accept and open top 10 tasks (Open Tasks tab only) | Use to automatically take ownership of and open the first ten tasks in the list with one click. |
Cancel items | If you have the required access you can cancel the selected items from the workflow. |
# Item List
Column | Description |
---|---|
Selection Box |
You can select more than one task to perform a given action.
|
! | Indicates the level of importance. A flag displays in this column to indicate an escalated task. |
Task name | The name of the current workflow task. |
File | The name of the associated file in the workflow. Click this name link to view the document. |
Created | The date and time this task was created for this item. |
Progress | The current workflow status or step name. Click this link to view the workflow history. |
Doctype | The document type for this item. |
File index columns | If the file has any index values they are displayed as additional columns in the items list. |