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 requests you are the Reporter or participant of which latest comment includes a “?”.
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.
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.
My added tasks (tab): MANUALLY 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.
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:
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:
Added to My Task.
→ you can delete the added request from this section by clicking on the Close icon:
Go to My Tasks
Access the My added tasks tab directly from here.