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Managing Workflow Tasks and Notifications
Managing Workflow Tasks and Notifications

How to manage your assigned tasks and notifications.

Updated over a year ago

Navigating Tasks

To view any tasks that have been assigned to you, click the My tasks section in the Home menu. When tasks are triggered by a workflow, they will appear in your My tasks section and you will also receive a notification email. Tasks will be grouped by the Workflow they're associated with.

  • To expand tasks, hover over the task and click on Details. This opens a window that can show more detailed instructions, links etc. to accomplish the task. You can also see the trigger date and due date for the task.

  • When a task is completed, click the checkbox. This will mark the task as completed and remove it from your active tasks.

  • To show and review your completed tasks, click Show completed in the top right corner.

  • To see upcoming tasks and when they will be triggered, click Show upcoming in the top right corner.


Managing notifications

To learn how to enable/disable task notifications, see Tasks and notifications.

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