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My Tasks

Clicking Tasks tab will open the In-Tray .

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

The below outlines the system default In-Tray options available

Action

  • Click + to display the task instructions

  • Click - to hide.

  • Click open-tasks-icon to open the task window.

For more information on this topic refer to Open Tasks.

Task Action menu

Open Task

Open the task window.

Document Properties

Open the document properties window.

Check Out

Document can be checked out for editing.

Send To

Sends the selected document to another person via email regardless of whether they are an MAGIQ Documents member or not.

Go to folder

Open the folder the document resides in.

Delete Task

Provides the option to delete the task dependent on whether the user has permission to do so.

Doc. Id

The unique document Id number.

Document name

Click on the document name to open for reading

Priority

Select from the dropdown to show Tasks of a specific Priority. On creation of a workflow or task a priority is assigned.
A user can change this, via the Task window, providing the task permission has been granted

Task Status

Shows the current status of the workflow

Due Date

Shows the due date for the Task. If required, select from the dropdown to show tasks due for a given timeframe. On creation of a workflow or task the due date is set.
A user can change this providing the task permission has been granted

Date Assigned

The date the task was assigned.

Assigned by

Shows who assigned the Tas. If required, select from the dropdown to show tasks assigned by a specific user.

Assigned to

Who the task was assigned to. By default, this shows tasks assigned to you. System Administrators and Library Managers can select from the dropdown to show tasks assigned to specific users. Library Managers will see their own tasks or they can choose to view tasks assigned to other users in the Library that they manager.

Supervisor

If applicable, shows who the supervisor of the task is. You may also choose to only show tasks Supervised by yourself or a selected user by choosing an option from the dropdown

Document type

Shows the document type of the tasked document. Choose from the dropdown to show only those tasks relating to a specific document type.

Library

The library the task is referred from.

Workflow Name

Name of workflow given at time of document registration.

Finished on

The finished date will appear here when the task is completed.