Use My Tasks
- Kameliya Magunska
- Elitsa Velikova
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:
To Comment (tab): AUTOMATICALLY ADDED TASKS
This is a list of all requests that may expect an answer or input from you.
You will see here all unresolved requests you are the Reporter or participant of which latest comment includes a “?” symbol.
To Approve (tab): AUTOMATICALLY ADDED TASKS
This is a list of all requests requiring your approval.
In case a request requires an approval by another person as well, it will stay in the list until it is approved by everyone.
To Transition (tab): AUTOMATICALLY ADDED TASKS
This is a list of all requests you can transition to another step in the workflow.
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:
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:
→ you can delete the added request from this section by clicking on the green label:
Access the My added tasks tab directly from here.