My Tasks Report

The My Tasks report provides information about your assigned tasks. You can choose to include incomplete and complete tasks as well tasks in upcoming levels.

Generate the report

In the navigation pane, click Reports, and then expand My Tasks & Assessments.
Click My Tasks.
In Task Options, do any of the following:
- Select or clear Incomplete - Overdue, Incomplete - Not Overdue, Complete, or Upcoming to include or exclude those tasks in the report. The Upcoming option includes information about your assigned tasks in a subsequent level in an active workflow status. For example, if a document to which you're assigned has three approval levels and is currently in level 1 of the Approval status, selecting Upcoming would also include information about your tasks assigned to approval level 2 or 3.
- Select or clear Show optional tasks to include or exclude information about complete, optional reading tasks, where you marked documents as read even though you were not assigned reading tasks for those documents.
- Select or clear Show localized tasks on original to include or exclude those tasks in the report.
(Optional) Click to change the setting to Hide Paused Tasks, Show All Tasks, or Show Paused Tasks Only in the report.
Click View Report.
In the Layout menu, do one of the following:
- Select Task Type to display data by the types of tasks you are assigned, such as Read/Complete, Review, and Approve.
- Select Task's Status to display data by whether the assigned tasks are incomplete or complete.
- Select Start/Publication Status to display data by the workflow status of the content items for which you have task assignments, such as Draft, Collaboration, Review, Approval, Pending, and Approved.
- Select Disclosure View to only display disclosures. The Data Type and Outcome columns contain disclosure specific data.
Choose how you want information in the Summary pane to display. See Working with the Summary Pane for detailed instructions.
In the Data pane, click to expand the headings (groupings) to view all report data.
(Optional) In the Data pane, click , and then click Show/Hide Columns to select or clear column check boxes that you want to include in the Data pane.
Customize the Data pane to show only the data you need in the way you want it represented, see Working with the Report Data Pane for detailed instructions.
(Optional) After setting up the Summary pane and Data pane, create a custom layout to save your changes for future use. See Working with Custom Layouts for detailed instructions.
To print the current report results, see Printing Report Results for detailed instructions.
(Optional) Add the Print Certificate column, and then click to view and print an assessment certificate.
- The Print link appears for every completed Read/Complete task type, regardless of the availability of a certificate. If a certificate is not available, a message indicating this will be shown.