1. Tasks User Guide
  2. Tasks
  3. My Tasks

1.6 My Tasks

My Tasks menu displays the tasks acquired from the free tasks menu by the current user.

The following information is displayed on the task list:
  • Edit
  • Priority
  • Process Name
  • Process Reference Number
  • Application Number
  • Stage
  • Application Date
  • Branch
  • Reference Number
  • Customer Number
  • Amount

Figure 1-7 My Tasks


Description of Figure 1-7 follows
Description of "Figure 1-7 My Tasks"

The following action can be performed on the My Tasks menu:
  1. Release - Click Release to release the selected task from My Tasks to Free Tasks menu.
  2. Edit - Click Edit to edit the selected task.
  3. Refresh - Click Refresh button to refresh the task list.
  4. Flow Diagram - My Tasks menu enables the user to view the process flow of the selected task, find the stages completed and the current stage highlighted in the process flow.
  5. Delegate - Click Delegate to assign the acquired task to any valid user for processing within the group.
  6. Escalate - Task will be assigned to Supervisor.

Parent topic: Tasks