You are here:

Report: My Tasks

Important: This is one of several next-generation, dynamic grid reports that are fundamentally different than other PolicyTech reports you may have worked with (legacy reports). In legacy reports, all report customization and manipulation is done using report settings, with the report results generated as a static document. In next-generation reports, you set a minimum of report options—such as selecting the content and users to include—to create report results in the form of an initial framework. The initial report results consist of a Summary section and a Data section, each of which is highly customizable to create precisely the data representation you need.

Description

Shows information about your assigned tasks. You can choose to include incomplete and complete tasks as well tasks in upcoming levels.

Available to users with the following roles or permissions:

All users with any assigned role or system permission.

How to Generate

Click Reports.
Click My Tasks & Questionnaires, and then click My Tasks.

Task options available for this report are displayed on the left.

(Optional) Under Task Options, Incomplete and Complete are selected by default.

Select Upcoming to include 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 Show optional tasks to include information about complete, optional reading tasks, where you marked documents as read even though you were not assigned reading tasks for those documents.

Click View Report.

Note: You can also click View Report at any time while setting report options. After changing an option, remember to click View Report again to refresh the report contents.

For Layout, select Task Type, Task Status or Publication Status.

Note: Tasks Type is the layout selected by default when you view this report. To select a different default layout, select that view, click , and then click Set as default. appears when the current default layout is selected.

Task Type organizes and represents data primarily by the types of tasks—such as Read/Complete, Review, and Approve—you've been assigned.

Task Status organizes and represents data primarily by whether the assigned tasks are incomplete or complete.

Publication Status organizes and represents data primarily by the workflow status—Draft, Collaboration, Review, Approval, Pending, Approved, and Archived)—of the documents/questionnaires for which you have task assignments.

Choose how you want information in the Summary pane displayed (Working with the Summary Pane).
Customize the Data grid to show only the data you need in the way you want it represented (Working with the Data Pane).
(Optional) After setting up the Summary pane and Data grid, create a custom layout to save your changes for future use (see Working with Custom Layouts).
(Optional) Print or save the current report results (see Printing or Saving Report Results).