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. |
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:
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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.
