1.5 My Tasks

My Tasks menu displays the tasks acquired from the free tasks menu by the current user.

The following information is displayed on the task list:
  • Edit
  • Priority
  • Process Name
  • Process Reference Number
  • Application Number
  • Stage
  • Application Date
  • Branch
  • Customer Number
  • Amount
The following action can be performed on the My Tasks menu:
  1. Release - Click Release to release the selected task from My Tasks to Free Tasks menu.
  2. Edit - Click Edit to edit the selected task.
  3. Refresh - Click Refresh button to refresh the task list.
  4. Flow Diagram - My Tasks menu enables the user to view the process flow of the selected task, find the stages completed and the current stage highlighted in the process flow.
  5. Delegate - Click Delegate to assign the acquired task to any valid user for processing within the group.
  6. Escalate - Task will be assigned to Supervisor.