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

  1. In the navigation pane, click Reports, and then expand My Tasks & Assessments.
  2. Click My Tasks.
  3. 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.

  4. (Optional) Click to change the setting to Hide Paused Tasks, Show All Tasks, or Show Paused Tasks Only in the report.
  5. Click View Report.
  6. 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.
  7. Choose how you want information in the Summary pane to display. See Working with the Summary Pane for detailed instructions.
  8. In the Data pane, click to expand the headings (groupings) to view all report data.
  9. (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. The following list includes the names of the available columns.
    Assigned Proxy Author Date Assigned Owner Unique Employee ID Tasks: Reviewer
    Assigned Proxy Department Date Completed Proxy UserTasks: Submit for Review
    Assigned Proxy Email Date Last SubmittedRecurrence Tasks: Writer
    Assigned Proxy Site Date to Archive Reference #Time Spent
    Assignee Task End Date Date User Started Review Interval Title
    CampaignDays in Current CycleStart/Publication Status Total Days in Workflow Step
    Complete Tasks Days Until Due System Date Approved Total Sessions
    Content Approval Date Due Date Task Action User
    Content Creation Date Due StatusTask Completed by Proxy User Department
    Content Effective Date External Review Date Task Completed on Localization Copy User Email Address
    Content Language Incomplete TasksTask Completed with Enhanced Validation User First Name
    Content Next Review Date Last Reviewed DateTask Paused User Job Title
    Content Start/Publication DateLocalization Original's Title Task Type User Last Name
    Content Version Localization TypeTask's CycleUser Preferred Language
    Current Cycle Original Creation DateTask's LevelUser Site
    Current Level Owner Task's StatusUser Unique Employee ID
    Date & Time Completed Owner DepartmentTasks: Approver  
    Date Archived Owner SiteTasks: Read/Complete 
  10. 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.
  11. (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.
  12. To print the current report results, see Printing Report Results for detailed instructions.

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