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.
| Page Tree | ||||
|---|---|---|---|---|
|
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:
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
To Comment (tab):
This is a list of all requests that may expect an answer or input from you. |
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
To Approve (tab):
This is a list of all requests requiring your approval. |
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
To Transition (tab):
This is a list of all requests you can transition to another step in the workflow. |
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
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. |
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
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. |
image screen
My Tasks in 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:
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
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:
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Added to My Task. |
→ you can delete the added request from this section by clicking on the Close icon:
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
Go to My Tasks |
Access the My added tasks tab directly from here.
image screen