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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.

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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):

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titleAUTOMATICALLY ADDED TASKS

This is a list of all requests that may expect an answer or input from you.

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To Approve (tab):

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titleAUTOMATICALLY ADDED TASKS

This is a list of all requests requiring your approval.

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To Transition (tab):

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titleAUTOMATICALLY ADDED TASKS

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):

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titleMANUALLY added tasks

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 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. (blue star)

→ 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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