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Navigating the Tasks/Processes Screen

When viewing your tasks or processes you will find a menu like the one below.

The My Tasks screen: summary tiles for tasks due today, due this week, completed, and time tracked, above a filterable table of your assigned tasks.

Navigation on the page:

Section titled “Navigation on the page:”

  1. Checkbox - Clicking this icon allows you to select this process. Once selected, an action can be performed on it.

  2. Navigation button - Clicking this icon brings up options for the row, including the Process Diagram, Current Task, Calendar, Heat Map, Process Table, Process Fields, AI Reports, and the template itself.

  3. Plus button - On a process list, this starts a new process. On the My Tasks screen, it creates a New Personal Task instead.

  4. Ask AI button - Opens the AI Assistant for the list you’re viewing.

  5. Summary Report button - Opens a summary report of the current list.

  6. Download button - Downloads the current list.

  7. Refresh button - Clicking this icon will refresh the page

  8. Filter button - Clicking this icon will toggle the search filters for all columns on the page

  9. Column button - Clicking this icon will allow you to control what columns are displayed on the screen.