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Working with My Tasks

If PolicyTech is set up to use your organization's email system, PolicyTech sends you a notification email each time you receive a new task (see Working with Notification Emails for details). Each task is also added to your My Tasks page under the appropriate task type. The types of tasks you can receive depend on the roles and system permissions you've been given.

Note: If PolicyTech or your user profile is not set up for you to receive email notifications, you will see an Inbox option below My Tasks. Click Inbox to view and manage your task and other notifications (see Using the Messages Inbox for details).

Click My Tasks. The image below is an example of what a My Tasks page could look like for a user assigned the Document Owner, Reviewer, and Assignee roles.

Click a heading to display its task list.

Note: If there is only one task type, its task list is automatically displayed (expanded).

Note: When assigning writers, reviewers, approvers, and assignees to a document or questionnaire, assigning a due date, a warning period, and a date when a task becomes critical is optional. If one or more of these dates have been assigned, you may see one of the following icons:

Icon	Meaning
	Today's date is within the designated warning period before the due date.
	The due date has passed.
	The designated critical date has passed.

To open a document or questionnaire, click its title.
Perform your task, and then take the appropriate action to indicate that you've completed the task. See the Help topic links in the next section's table for additional instructions.

Task List with Help Topic Links

The table below shows some tasks users with each role or system permission might receive and links to topics that explain how to perform those tasks.

Role or Permission	"My Tasks" Section Heading	Help Topic Link
Assignee	Read / Complete	Reading a Required Document Completing a Questionnaire
Writer	Collaborate	Collaborating on (Helping to Write) a Document or Questionnaire (for assigned writers)
Reviewer	Review	Reviewing a Document or Questionnaire
Approver	Approve	Approving a Document or Questionnaire
Document owner	Prepare	Submitting a Document or Questionnaire for Review
Document owner, proxy author	Periodic Review Required	Doing a Periodic Review and Creating a New Version
Document owner, proxy author	Update Links	Updating Document Links
Administrator	Reassign Documents	Reassigning Document Owners