1. Working with Tax Reporting
  2. Working with Task Manager
  3. Working with Tasks
  4. Accessing Tasks
  5. Viewing the Worklist for Task Manager and Supplemental Data Manager

Viewing the Worklist for Task Manager and Supplemental Data Manager

The Worklist displays all tasks for a selected schedule or template for a specified POV which you're authorized to view, including tasks for Task Manager and Supplemental Data Manager. The tasks are listed, and can be easily filtered to display only the ones in which you are interested.

A schedule containing the selected dates for the task is created by the Administrator.

A Summary of the status for All Tasks/Forms or My Tasks/Forms is displayed, as well as a dashboard for the source of the tasks/forms.

From Worklist, you can perform the following tasks:

  • Export to Excel
  • Open Tasks
  • Submit Tasks
  • Force Close or Abort a Task
  • Reassign a Task

Search and Filter Capability

An easy way to filter the items within your list is to use the Search field. It will search across any of the displayed columns in the list, excluding dates and icon based columns. For example, you could search for a user to see all items where the user has been assigned as the Assignee or Approver (in case of Task Manager) and Preparer or Approver (in case of Supplemental Data Manager). The search will return any item where the search term is found in any displayed column.

You can also use the specific filtering capability to access particular items using the Filter bar or click Add a Filter and then set the filters you want per attribute.

To view the Worklist:

  1. From the Home page, click Tasks. Click Worklist.
  2. Optional: In Search, perform the following steps to locate a task:
    • Click the Tasks icon icon to select All or My Tasks to toggle the display between All Tasks or My Tasks.
    • Type the name of the required task. You can search on any field (text or numeric) on the Worklist, except for Date.
  3. Optional: Click the Filter icon next to Search to hide or show the filter bar. Click ellipsis icon on the right side of the filter bar to clear all filters.
  4. Optional: Use the drop-down on the upper right side of the screen to select any filters you want to use to manage the worklist:
    • Type
    • Name
    • Description
    • Status (Detailed)
    • Status
    • My End Date
  5. Optional: Click the following dimension names to modify the POV:
    • Year
    • Period
    • Due: (None Selected, Late, Seven Days, or Today)
    • Status: (None Selected, Closed, Open, or Pending)
    • Source: (Alerts, Tasks, Forms, Journals, or Reassignment Request)

    Note:

    Click multiple entries to add multiple options. Click the selected entry again to remove it from the list.
  6. Optional: Click actions ellipsis icon next to a task to open a selected task and view its details. Select the icons to add or modify options, such as Properties, Instructions, Alerts, and so on.
  7. Under Actions, you can perform one of the following actions:
    • Submit Task. See Submitting Tasks.
    • Abort Task: Cancel a task, as opposed to performing a forced close, to prevent successors from continuing and to keep the process moving:
      • When a Finish-to-Start or Finish-Error-to-Start predecessor is canceled, its successors remain as Pending. To keep the process moving, you must edit the successors to remove the canceled predecessor and to start the successors.
      • When a Finish-to-Finish or Finish-Error-to-Finish predecessor is canceled, to keep the process moving, the task owner, schedule owner, or administrator must force a close of the successor.
    • Force Close Task: Force a task with a status of Open or Error to have a status of Close.
    • Request Reassignment: Temporarily or permanently reassign a task to another user.
    • Refresh