Tasks

The Tasks menu provides a list of tasks assigned to the user and access to a grid with all tasks for all users.

  • Select Tasks in the left pane and select a specific task to view Task Details page.

  • Tasks can be sorted by due date.

  • To view all tasks, select Tasks and See All. The Tasks grid displays all the tasks including name, process, customer, assignee, role, due and completed information.

  • For Help information about tasks, select Users: Tasks.