Managing Tasks
Accessing the Tasks Folder
To access the Tasks folder, follow these steps.
- Access your Smart Desktop, as explained in Understanding the Smart Desktop.
- The Smart Desktop folders appear in the top left frame.
- Assigned To Me - tasks assigned to you
- Assigned By Me - tasks you assigned to someone else
- Created By Me - tasks you created
- Assigned To User - search for tasks assigned to a user
- Not Started - tasks whose state is set to not started
- Active - tasks whose state is set to Active
- Awaiting Data - tasks whose state is set to Awaiting Data
- On Hold - tasks whose state is set to On Hold
- Pending - tasks whose state is set to Pending
- Reopened - tasks whose state is set to Reopened
- Complete - tasks whose state is set to Reopened
You can click any folder to view only tasks in that category.
Also, the View Tasks screen appears in the right frame, listing all tasks assigned to you, or assigned by you.
From this page, you can view, sort, update, or add tasks. To learn more about the View Tasks screen, see Viewing a Task.
To learn about sorting by Task Type, see Sorting Tasks By Task Type.