Viewing Task Manager Lists

The Task Manager list provides a central place to manage all your tasks. It displays a list of tasks and their status for a selected Year, Period and Schedule.

If you are an Administrator, you can see all the available tasks in the system, and the user who is working on them.

If you are a user other than an Administrator, you can see all active tasks for your role that need your attention.

To view tasks:

  1. On the Home page, click Tasks.
  2. Click Schedule Tasks on the left navigation.
  3. Select a Year, Period, and Schedule.
  4. Optional: To search for a task, in the Search field, enter any text or numeric for which to search the task list.
  5. Optional: To filter the list of tasks, click Add a Filter in the filter bar and specify filter criteria.

    You can use the Ever Been Late attribute, which automatically updates to indicate if the task has ever missed a scheduled due date within its workflow. This new attribute allows you to easily identify any task, which missed one or more of its scheduled due dates. Even if the task is currently not late but if the Assignee or any Approver has ever been late with their workflow, then the Ever Been Late attribute indicates the task as missed the scheduled due date.

Sample Task List

Sample Task List