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As a JSM Help Center customer, you can use My Tasks on the JSM customer portal for every single request.


My Tasks on the Customer Portal

My Tasks section appears in every request page on the top of the fields on the right.

My Tasks section contain tow buttons:

Save to My Tasks

The request will be added to a 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. (blue star)

→ you can also delete the added request form here by clicking on the Close icon:

Go to My Tasks

Assess My added tasks tab.

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My Tasks page

My Tasks page on the Customer Portal can be asses under the profile menu My Tasks. There are three request lists, each with a different automated sorting criterion, and one that is manually added by the customer.

To Comment (tab): AUTOMATICALLY ADDED TASKS

This is a list with all requests which might expect an answer from you.

To Approve (tab): AUTOMATICALLY ADDED TASKS

This is a list with all requests requiring your approval.

To Transition (tab): AUTOMATICALLY ADDED TASKS

This is a list with all requests you can transition to another step in the workflow.

My added tasks (tab): MANUALLY ADDED TASKS

This is a list with all requests you saved to My tasks - My added tasks tab is a personal group of requests that the customer has added themselves. Portal Customer can delete a saved request from the request page and also from the My added tasks tab.

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