Tasks assigned to or by you
Clicking on the "My Tasks" link will open the "Tasks" window.
The tasks window contains many filters to control the list of tasks displayed. These filters allow you to see the following:
- Tasks that were assigned to you
- Tasks that were assigned by you to others
- Tasks that were assigned by others to others
Ordinary users can only see the tasks that they have assigned to others and the tasks that were assigned to them.
Filtering based on task status:
You can filter the task list by using task status filter. The choices are:
- Overdue tasks
- Due tasks
- Completed task
Filtering based on dates:
You can filter the task list by using due dates. The choices are:
- Up to next 3 days
- Up to next 10 days
- Up to next 20 days
- Up to next 30 days
- Last month
- Last week
- Yesterday
- Today
- Tomorrow
- This week
- Next week
- This month
- Next month
Filtering based on "Assigned by":
You can filter the task list by using assigned by. The choices are:
- Tasks assigned by me
- Select *
* The "select" option launches a window to prompt for a user.
Filtering based on "Assigned to":
You can filter the task list by using assigned to. The choices are:
- Tasks assigned to me
- Select *
* The "select" option launches a window to prompt for a user.
Filtering based on Supervisor:
You can filter the task list by using supervisor. The choices are:
- Supervised tasks
- Select *
When selected, the "Supervised tasks" limits the list of tasks to only those task that are supervied by you.
* The "select" option launches a window to prompt for a user. The list will then be limited only to those task that are supervised by you.
Filtering based on Document type:
You can filter the task list by document type. The choices are the defined document types in MAGIQ Documents
Filtering based on Library:
You can filter the task list by library. The choices are all the libraries you can access. The list will be limited to only those tasks that have been created in the selected library.
Filtering based on Workflow Name:
You can filter the task list by workflow name. The choices are the defined workflows you can see
See also: