Viewing Your Outstanding Tasks

This topic relates to the Nano interface.

The Tasks Outstanding window displays all tasks requiring your attention. Those that have been forwarded to you or your group, or that you are working on. Also, tasks you assigned to someone else that have not been picked up yet.

On the Tasks Outstanding window you can:

  • Show and hide the filters section
  • Filter your list of work items
    • Show tasks that are currently with you, have been forwarded to you or your group, and tasks you forwarded.
    • Toggle between active and inactive tasks .
    • Toggle between suspended and unsuspended tasks.
  • Configure the columns by adding or removing columns and changing their order.
  • Right-click on a task(s) to perform actions such as Add Note, Action, Review, Email, etc.

Use Workload Outstanding to view all work items requiring your attention. Depending on your Security Roles, this can include calls, request, and tasks.

Using the Tasks Outstanding Window

Before you start

To view tasks, Workflow Analyst must be enabled in the Shared tab of your Workflow Management Security Role.

The following settings must be enabled in the Tasks tab of your Workflow Management Security Role to perform the listed actions:

  • To forward tasks from the Search or Outstanding windows, enable Task Bulk Forward.
  • To close tasks from the Search or Outstanding windows, enable Task Bulk Close.
  1. Open the Tasks Outstanding window by selecting View from the menu and then Tasks Outstanding.
  2. The Tasks Outstanding window opens with the default filters selected. To change the filters, select . The Filters section appears.
  3. Select and deselect filter options as needed:
Your Tasks Select to view tasks and approvals for which you are the Current Analyst.
Fwd to You Select to view tasks and approvals forwarded to you.
Fwd to Group Select to view tasks and approvals forwarded to your group.
Fwd Internally Select to view tasks and approvals forwarded internally by you.
Active Select to show only active tasks and approvals. Toggle off to show only inactive tasks and approvals.
Suspended Select to show only suspended tasks. Toggle off to show only tasks and approvals that are not suspended.

 

  1. Records matching your parameters are displayed in the Results table.
  • Sort the table of results by clicking on a column header.
  • Change the columns in the table by selecting from the toolbar to open Column Configuration window.

    • See Configuring Columns for more details.

  1. To open the Task details, select the record(s) in the results table and double-click, or right-click and then select .

    2. You can select multiple records by holding the CTRL key while select each row.

  2. Other actions are available by selecting the record(s) in the results table, then right-clicking and selecting:
  • to open the task window in Review mode.
  • to add a note to the task. The Add Note window is displayed.
  • to forward the task. The Forward window is displayed.
  • to close the task. The Task Close window is displayed.
  • to send an email from the task. The Email window is displayed.
  • to generate a Details Report.
  • to open the Task Dependencies Diagram.

The Toolbar

The Task Outstanding toolbar provides a number of functions and options:

Select to refresh the results table.

Select to change the display of the call records to a Kanban layout.

Task Statuses must have the Parent Status setting enabled in System Admin to appear as Kanban column headers.

This option is only available while in table layout.

Select to change the display of the call records to a table layout.

This option is only available while in Kanban layout.
Select to open the Column Configuration window to Viewing Your Outstanding Tasks displayed in the results table.

This option is only available while in table layout.

Select to expand the Filter section and change the filter options:

Your Tasks Select to view tasks and approvals for which you are the Current Analyst.
Fwd to You Select to view tasks and approvals forwarded to you.
Fwd to Group Select to view tasks and approvals forwarded to your group.
Fwd Internally Select to view tasks and approvals forwarded internally by you.
Active Select to show only active tasks and approvals. Toggle off to show only inactive tasks and approvals.
Suspended Select to show only suspended tasks. Toggle off to show only tasks and approvals that are not suspended.
Select to hide the Filter section
Forward the selected task(s) to an analyst or group. Opens the Forward window.

This option appears after one or more records is selected in table layout.

You must have Task Bulk Forward enabled in your Workflow Management Role to see this option.
Use to close the selected task(s). Opens the Close window.

This option appears after one or more records is selected in table layout.

You must have Task Bulk Close enabled in your Workflow Management Role to see this option.