My Tasks - Part 2 - Sidebar

Modified on Mon, 12 Feb, 2024 at 5:03 PM

My Tasks - Sidebar Quick Access

Using My Tasks from the Sidebar

Operating My Tasks from the sidebar is really simple; all the user has to do is click the icon.

Clicking My Tasks expands the sidebar to reveal the user’s list of due and overdue tasks.

To access any one of these tasks simply click the item in the sidebar. If using a computer, when a user clicks a task, it is highlighted and the sidebar remains open while the system navigates to the relevant section (except for Tests and Assessments, which just open a pop-up window) and allows the user to complete the task in the main area. On mobile devices, the sidebar will collapse to provide more screen space but the behaviour is otherwise the same.

Once the task has been completed it is highlighted in green in the My Tasks sidebar.

Tasks highlighted in green…	…as they get completed

The completed tasks in the sidebar remain there until it is either refreshed using the refresh button at the top of the sidebar or it is closed and reopened, which forces it to refresh. On mobile devices, as the sidebar collapses automatically, these events happen behind the scenes.

Whilst open, the sidebar allows the user to simply navigate to the next task in the list and so on.

It is possible to have multiple tasks for the one document; these would be listed in the sidebar and also in the document’s General tab header.

The image above shows a Review Due reminder and a Read (‘skill confirmation’) task, both issued to a user for the same document.

By clicking the relevant button, the user can complete the tasks.

Note

NOTES:

When a user clicks an Authorise item and then authorises a new version of a controlled document while the sidebar is open, the sidebar will collapse automatically and refresh itself.
If a user is added as a reviewer and also in the notification list of a document, they will see a ‘Review Due’ reminder and a ‘Review Feedback’ item for the same document. The same can happen to approvers. The ‘Review Due’ item will remain in the list until the review is completed (including the approval step if one has been set).

Searching for Tasks in the Sidebar

Two filters are available to help find tasks - a search field and a dropdown menu, which only displays the task types of any due tasks. A search term can be entered to locate a particular record but to trigger the search, the magnifying glass icon must be clicked or the keyboard ‘return’ key must be pressed. In addition, tasks can be filtered by type when clicking in the field marked, “All Task Types” and selecting an option from the dropdown menu.

Next step:

The next article covers My Tasks - Global Menu Area

Previous step:

The previous article covers ‘My Tasks’ Introduction