Displaying Upcoming Tasks

As an administrator, you can decide whether to show only Current Tasks, or Current and Upcoming Tasks on the Work List and Welcome Panel.

If you enable Current and Upcoming Tasks, users can see items currently available to work on, and also items in the upcoming workflow. For example, users can see an upcoming task that is due for them to approve, but not immediately available, as the preparer has not yet finished the task.

By default, the system displays only Current Tasks.

To set the display for tasks:

  1. On the Home page, click Application, and then click Task Manager.

  2. Click the System Settings tab on the left.

  3. Select Allow Upcoming Tasks.

  4. Select an option for the Work List and Welcome Panel:

    • Show Current Tasks Only

    • Show Current and Upcoming Tasks