Viewing Tasks from the Home Page

The Home page displays a summary of tasks assigned to you and their status, such as Open, Late, Due Today, or Due in 7 Days. A number to the left of the status indicates the number of tasks with that status. If your administrator has enabled the Upcoming Tasks option, you can also see items in the upcoming workflow, as well as tasks currently available. When you click a link in the Tasks summary panel, the Tasks page opens, where you can further filter the list of tasks.

You can filter the list of tasks by Year and Period, or you can select All, to display items from any year or period in the Worklist.

From Tasks on the Home page, you can view these tasks and their details:

• Worklist displays all tasks for a specified POV that you're authorized to view. Alerts and their status are also displayed at the top of the list on the Worklist page and in the Summary panel.
• Supplemental Data Tasks displays tasks for Supplemental Data Manager.
• Schedule Tasks displays tasks for Task Manager.
• Alerts displays an Alerts List and enables you to create and work with alerts.

Viewing Tasks from the Task Actions Page

You can also view and update tasks from the Task page, which you can launch from a link in your email notification.

The Task page shows a status icon with a description that indicates the current task status. The Alert page shows a status icon with a description of the current status of an alert.