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Tasks

Info on Tasks

create a task

on hold

accept

How do I accept or decline a Task? How do I request more information for a Task?

assign task

How do I assign a Task to another person?

off hold

How do I take a Task off hold?

start date

Why is there a choice for the start date? Shouldn't it be the day I create the task?

due date

Should I use a due date or not?

description

What should I put in the Task description?

edit task

How do I edit a Task?

mark complete

How do I mark a Task complete?

revoke completion

How do I revoke a Task completion?

approve task

How do I approve a Task?

revoke approval

How do I revoke a Task approval?

delete task

How do I delete a Task?

My Action Items

What things go on My Action Items list?

declined task

What does Tasks Declined by Assignee mean?

task not accepted

What does Tasks Not Yet Accepted by Me mean?

task requiring review

What does Tasks Requiring Review by Me mean?

action items in progress

What does My Action Items in Progress mean?

awaiting approval

What does My Action Items Awaiting Approval by Assignor mean?

action item on hold

What does My Action Items on Hold mean?

search

How do I search My Action Items?

filter my action items

How do I filter My Action Items?

priority task

How do I mark a Task a priority?

^ arrow

What does the ^ in the My Action Items and Waiting For sections mean?

sub-task

recurring tasks

How can I make a Task recurring?

start a task

How do I start a new Task?