Task Management

The inbox is the first page you see when you log in. It contains notices about tasks and other changes in the knowledge base. Tasks require action, but notices are just informational.

Your inbox is divided between tasks that are assigned to you specifically, and other tasks that are available to you based on your role. Tasks that are assigned to you are listed at the top in the Assigned to list. Unassigned tasks that you can perform appear in the Available to list.

Managing Tasks

You can take action on the tasks that are assigned to you by performing them, rejecting them, or assigning them to someone else. You can see details about a task, such as its status or whether it is assigned by clicking the Details column. You can also focus on tasks you are interested in by filtering and sorting the list.

Process Example

Let's look at a simple example of how a task is created, assigned, and completed. Say that your organization has a workflow for FAQs that includes the steps, Edit, Review, and Publish. When someone in your organization creates a new FAQ, an edit task is created and a notice is automatically sent to anyone with a role that includes edit privileges.

If you're an author who is able to edit FAQs, you'll see an edit task in your Available Tasks list any time an author creates an FAQ. It's also possible for someone to assign this type of task specifically to you. For the moment, let's say that you choose the task from your Available Tasks list, and complete the edit process. When you complete the edit step, the edit task closes, a review task is created, and qualified reviewers are notified. The process continues until the article is published. When the FAQ is published, you'll receive a notification because you contributed to the process.