You can view all of your tasks in the Home tab of your Vault Basics application. The tab collection that contains the Home tab is different for each application.
Viewing Tasks
When you are assigned a task, it is displayed in the Home tab. By default, All Tasks is selected from the Views section on the left panel, and all of your tasks are displayed. Select the following views from the left panel to filter your tasks:
- All Tasks: Displays all tasks that are assigned to you and tasks that are available for you to accept.
- My Tasks: Displays all tasks that are assigned to you and available tasks that you have accepted.
- Available Tasks: Displays all tasks that are available for you to accept.
- Active Workflows: Displays all workflows in which you are a participant or workflow owner.
Click Show more on a task to view additional task details, including task instructions and the task owner. If the task is related to a document, hover over the document name to view the document’s status, ID, classification, modification date, and a preview of the document.
Workflow and Task Status Indicators
The status indicator icons below indicate the current status of an active task (in the My Tasks and Available Tasks views) or a workflow (in the Active Workflows view).
- Overdue: A red circle icon with an exclamation point () indicates that a task is overdue.
- Due Soon: An orange triangle icon with an exclamation point () indicates that there are five (5) or fewer days before the due date.
- Not Overdue: A green circle icon with a right arrow () indicates that the task due date is more than five (5) days in the future.
Completing Tasks
The completion criteria for each task are different depending on the task type. Review the information on the task record to ensure that you have followed the instructions before marking the task Complete.
Complete the following steps to complete a task:
- Navigate to the task in the Home tab in your Vault Basics application.
- Verify that you have completed the task.
- Click Complete.