On this page:
My Tasks Page
On the "My Task" page you'll find a list of all the active and completed tasks, filtered by account and team member. You can also see which blueprint that task is associated with.
If you don't have any tasks assigned to you yet, you'll see the following screen with the link to build your first blueprint.
Due date colors:
Red: Overdue tasks.
Green: Task due this week.
Grey: Tasks due later.
On the right side of the screen, you'll see a "play" icon, under Action. This will send you directly to the tool to review or complete the task.
The tasks will be grouped up by account and date, so when you press on the task group, you'll see the details and can choose to start from any of the tasks listed. The grouped tasks will be listed as "account name (account number) workitems (number of tasks)," as follows:
Once you press on one of the grouped tasks you'll see the details and can follow actions when available.
The "Archive Tasks" tab on the upper right corner gives you the option to archive any tasks overdue by more than 7 days, or all overdue tasks.
You will be able to see all of your overdue tasks consolidated into a single instance/item on the list. Clicking on this instance allows you to view and take action on all of your pending tasks, including archiving them. There are different options when it comes to archiving overdue tasks:
Individually for each overdue task.
Archive overdue tasks in a group - the message on hover will mention the number of overdue tasks that will be archived.
Note: It is not possible to archive tasks that are due in the future.
Once inside the tool, you'll see three main things on the menu:
An "i" next to the tool name. Click on this icon to see a description of the tasks you've added.
Exit: Press here to be taken back to your main "My Tasks" page.
Next tasks: Press here to be taken to the next task. To do so, you'll need to decide whether to mark this task as complete (even if no changes were made) or to skip it for now.
Note: the "next task" button will only go through the tasks due for the current week.
You can review the tasks you've previously completed in the 'Completed Tasks' section on the 'My Tasks' page. In this section, you'll find a list of all tasks, along with details such as the task owner, the team member who completed it, the blueprint it was associated with, the task's status, and skipped cycles.
The 'Task Status' column helps you differentiate between tasks that were manually marked as completed by your team, i.e., 'Completed', and tasks that were automatically closed by the system, i.e., 'Auto Completed,' because no suggestions were available. This distinction only applies to scheduled tasks; the system won't record the completion of on-demand tasks that are automatically skipped due to a lack of suggestions in the tool.
The 'Skipped Cycle' column provides information about the number of times you may have missed a scheduled task before finally completing it. This feature helps you track your progress and make sure that all scheduled tasks are taken care of appropriately.
Using this option you can download the details of all the active and completed tasks as CSV or Excel files for offline use. The summary includes information such as account name, blueprint name, task title, owner, the due date for all tasks, completed by/on for all the completed tasks, and task link for all the active tasks. You can download the summary in two formats:
CSV file. This includes a list of active and completed tasks. Active tasks are sorted by the due date, and completed tasks are sorted by the latest completed.
Excel file. This includes all active and completed task details in two separate tabs within the same file.