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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 in the appropriate task type section. The types of tasks you can receive depend on the document 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 on the My Tasks menu. 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 reviewer and reader roles.

Notes:

When assigning writers, reviewers, and approvers to a document, assigning a due date, a warning period, and a date when a task becomes critical are optional. If one or more of these dates have been assigned, you may see one of the following icons: (when the current date is within the designated warning period before the due date); (when the due date has passed); (when the designated critical date has arrived).
By default, all task sections are expanded. You can click or the section title to collapse a section.

To open a document, click the document title.
Perform your task, and then take the appropriate action to indicate that you've completed the task. The list below refers you to topics with instructions about performing assigned tasks.

Task List with Help Topic Links

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

Role	"My Tasks" Section Heading	Help Topic Link
Reader	Read the following documents as soon as possible and mark that you have read them	Reading a Required Document
Writer	Collaborate in writing the following documents as soon as possible	Collaborating on (Helping to Write) a Document (for assigned writers)
Reviewer	Review the following documents as soon as possible	Reviewing a Document
Approver	Approve the following documents as soon as possible	Approving a Document
Document owner	Submit the following Documents for Review or Approval	Submitting a Document for Review
Document owner, proxy author	Periodic Review required on these documents that are due or almost due for review	Doing a Periodic Review and Creating a New Version
Document owner, proxy author	Links need to be updated on the following documents	Updating Document Links
Document control administrator	Reassign these authors' documents to another author or authors	Reassigning Document Owners