Task Filters

TasksClosedA unit of work, such as a follow-up, review or request for information, which can be tied to a specific file. are filtered into views in the Task Management page which can be accessed through the navigation toolbar (not shown). You can also filter tasks for a specific files in the Tasks widget in the Management Form panel. By default, the Task Management page shows a list of tasks according to the last option the user had open, i.e. My Incomplete Tasks. The following table provides a description of each task filter used in the Task Management page and in the Management Form Task widget:

Table 1-7: Task Filters

Location

Filter

Description

Tasks Management page

Today’s Task

Your tasks that are due today.

Future Tasks

All tasks assigned to you, due after today.

Overdue Tasks

Your tasks that were due before today and not marked as complete.

My Delegated Tasks

All of the tasks you created for or assigned to other users.

My Incomplete Tasks

All of your tasks that are not marked as complete (i.e., Assigned, Past Reminder or Due Today)

My Completed Tasks

All of your tasks that you have marked as completed (Completing Tasks).

All My Tasks

All of the incomplete and complete tasks assigned to you.

 

All Tasks

All of the tasks assigned to you, as well as those you have created or assigned to others. If your role permits, you may also view tasks created for and by other users in this view.

Surveillance File

Management Form (Task widget)

All Today’s Tasks

All of the current file’s incomplete tasks that are due today assigned to you, as well as those you have created or assigned to others.

All Future Tasks

All of the current file’s tasks that are due after today, not marked as complete and assigned to you, as well as those you have created or assigned to others.

All Overdue Tasks

All of the current file’s tasks that were due before today, not marked as complete and assigned to you, as well as those you have created or assigned to others.

All Incomplete Tasks

All of the current file’s incomplete tasks (i.e., Assigned, Past Reminder or Due Today) assigned to you, as well as those you have created or assigned to others.

All Completed Tasks

All of the current file’s completed tasks assigned to you, as well as those you have created or assigned to others.

All Tasks

All tasks (i.e. incomplete and completed) created for the current file created by or assigned to you or others.

My Delegated Tasks

All of the tasks for the current file which you created for or assigned to other users.

My Incomplete Tasks

All of the current file’s incomplete tasks (i.e., Assigned, Past Reminder or Due Today) assigned to you.

My Completed Tasks

All of the current file’s completed tasks assigned to you.

All My Tasks

All of the current file’s incomplete and complete tasks assigned to you.