As a JSM Help Center customer, you can use My Tasks on the JSM customer portal.
It will provide you with a single, unified view of all requests waiting for your approval, comments, or transitions. Additionally, you have the option to create a personal follow-up list by adding requests directly from the request view page. This simple approach helps you stay on top of your tasks, ensuring you don't miss any important actions.
My Tasks page
The My Tasks page on the Customer Portal can be accessed under the profile menu by selecting My Tasks. This page contains four request lists, each organized differently:
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To Comment (tab):
This is a list of all requests that may expect an answer or input from you. |
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To Approve (tab):
This is a list of all requests requiring your approval. |
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To Transition (tab):
This is a list of all requests you can transition to another step in the workflow. |
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The system automatically adds the requests in: To Comment, To Approve and To Transition tabs. My Tasks page is automatically updated every 10 minutes and also displays how many minutes have passed since the last update. |
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My added tasks (tab):
This is a list of all requests you, as the customer, have manually saved to My tasks. You can delete a saved request either from the request page or from the My added tasks tab. |
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My Tasks
on the Customer Portalin a Request view
The My Tasks section appears on every request page, located at the top of the fields on the right.
My Tasks section has two buttons:
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Save to My Tasks |
When you click this button, the request will be added to the My added tasks tab in My Tasks page.
Once a request is added to My Tasks, a green label appears with a delete option.
Example:
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Added to My Task. |
→ you can delete the added request from this section by clicking on the Close icon:
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Go to My Tasks |
Access the My added tasks tab directly from here.
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