Your Home displays information related to tasks in the following ways:
- My Tasks displays the tasks that have been delegated to you by others, or that you have assigned to yourself.
- Delegated Tasks displays the tasks that you have delegated to other members of your team. If you have assigned a task to yourself, these are not included in your Delegated Tasks and display in the My Tasks.
- Notifications display tasks that you have been sent a Notification about. This Home tab can also be accessed by clicking on the Alert icon in the menu bar.
For a video walkthrough that includes this feature, refer to Displaying Task Lists Tutorial (5 min).
This article contains the following sections:
- Grouping and Ungrouping the Tasks
- Making Changes to Tasks
- Tasks Created by an Automation Process
Grouping and Ungrouping the Tasks
The My Tasks and Delegated Tasks have the option to group or ungroup tasks. Click the Group or Ungroup button as relevant.
You can click the Group button to group tasks by their Due Date of Past Due, due Today and Upcoming.
Click the group heading (Past Due, Today or Upcoming) to expand it and see the list of tasks in that group.
If you have several Task Categories and any of these are truncated, hover over the column headings to display the names.
Click the Ungroup button to ungroup them and the tasks display in descending Due Date.
Load More on My Tasks List
When there are more than 100 tasks, click the Load More button at the top of the list to display the additional Tasks. Clicking Load More will load the next 100 Tasks.
Making Changes to Tasks
You can make changes to the Status, Due Date or Subject directly from My Tasks and Delegated Tasks. Refer to Updating Tasks from Lists.
You can also click on the Client or Delegator to open the drawer and update any task details. Refer to Updating and Actioning Tasks from the Drawer.
Tasks Created by an Automation Process
Where a task has been created as part of a process this shows the delegator as "System" and it displays with the View Process Checklist icon. Clicking the View Process Checklist icon displays the Client - Process History Checklist for the Process that created the Task. From the Client - Process History Checklist, the Task details can be displayed and if relevant, the Status changed.
The Notifications tab in your Home displays all system Notifications from FYI (for example, if you have been allocated a task or if someone updates a task that you have delegated to them).
If you have received a notification about a Task, you can open it from the Notifications tab by clicking the Notification title. This opens the Tasks list with the relevant Task opened automatically.
When notifications are sent, this shows in the Alerts icon (the bell icon) as the number of notifications waiting to be read. You can display the Notification tab by clicking the Alerts icon located in the top right-hand side of the screen. Clicking the Alerts icon displays your Home - My Notifications.