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Overview

My Tasks is a tab in the nav bar that displays a list of existing objects that have been assigned to the user who is currently logged in. By default, the My Tasks tab is displayed as the landing page whenever you're working in the Home page of your Org.

Any starred reports, including those that may have been flagged as the landing page, will always appear beside the My Tasks tab in the nav bar.

Home Page

Note: You can access the My Tasks tab on the Home page at any time by clicking the Resolver logo (or your company logo, if configured) in the top-left corner of any page.

Objects can be viewed by clicking on them, but they won’t appear in your tasks unless the Assign option has been enabled on one or more states in your role’s workflow permissions for an object type. Additionally, the object must currently be in the state selected in the workflow permissions before it will appear in your tasks or on the charts. Edit, manage, and delete rights are configured through your role’s workflow permissions, as is the form that’s displayed when the object is viewed.

My Tasks Card

The bar chart in the My Tasks card outlines the number of objects assigned to you and their current workflow states. To filter your task objects by their current state, click a state in the bar chart. To remove this filter, click the state again.

To hide the bar chart from the My Tasks card, click the Tasks Summary toggle switch to turn it off.

Tasks Summary Toggle Switch

Note: My Tasks will only display a maximum of 500 items assigned to the user.

Due Dates in the My Tasks Card

Objects and assessments listed in the My Tasks card with due dates are highlighted in red if they are overdue, and yellow if they are due in the next 7 days.

The Due Date filters will appear for a user if there is at least one object in their My Tasks list that has a due date. These filters show which tasks are overdue or due within the next 7 days. Clicking the Overdue or Due within 7 days buttons allows users to filter directly to overdue or due soon tasks.

Due Dates Filter

Sorting the My Tasks Card

To arrange how the objects appear on the My Tasks card, click Sort, then select one of the following options:

• Type: Sorts the assigned objects by object type name. 
• Name: Sorts the assigned objects by name property.
• Workflow State: Sorts the assigned objects by their current workflow states.
• Assigned Date: Sorts the assigned objects by the date they were assigned to you.
• Due date: Sorts the assigned objects by their due dates.

By default, clicking an option will sort the objects in ascending order (alphabetically or by newest date first). Clicking the option again will sort the objects in descending order.

Sort

Searching the My Tasks Card

You can narrow down which objects are displayed in the My Tasks card by clicking the Search button and entering keywords from one or more object names.

Search Button

To once again view all the objects, click Search, then use Backspace on your keyboard to delete any search terms.