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My Tasks / Filtering

Tasks assigned to or by you

Clicking Modules > My Tasks will open the system default In-Tray.

The tasks window contains many filters to control the list of tasks displayed. These filters allow you to see the following:

  • Tasks that were assigned to you
  • Tasks that were assigned by you to others
  • Tasks that were assigned by others to others

Ordinary users can only see the tasks that they have assigned to others and the tasks that were assigned to them.

Filtering based on task status

You can filter the task list by using task status filter. The choices are:

Overdue tasks Due tasks Completed task

Filtering based on dates

You can filter the task list by using due dates. The choices are:

Up to next 3 days Up to next 10 days Up to next 20 days Up to next 30 days Last month Last week Yesterday Today Tomorrow This week Next week This month Next month

Filtering based on "Assigned by"

You can filter the task list by using assigned by. The choices are:

Tasks assigned by me Select * * The "select" option launches a window to prompt for a user.

Filtering based on "Assigned to"

You can filter the task list by using assigned to. The choices are:

Tasks assigned to me Select * * The "select" option launches a window to prompt for a user.

Filtering based on Supervisor

You can filter the task list by using supervisor. The choices are:

Supervised tasks Select * When selected, the "Supervised tasks" limits the list of tasks to only those task that are supervied by you.

  • The "select" option launches a window to prompt for a user. The list will then be limited only to those task that are supervised by you.

Filtering based on Document type

You can filter the task list by document type. The choices are the defined document types in MAGIQ Documents

Filtering based on Library

You can filter the task list by library. The choices are all the libraries you can access. The list will be limited to only those tasks that have been created in the selected library.

Filtering based on Workflow Name

You can filter the task list by workflow name. The choices are the defined workflows you can see

See also

Tasks