Learn how to complete your tasks from the convenience of your mobile.
You have a bunch of time sensitive tasks waiting to be completed, and you're on the go, what can you do? Not to worry; You can access My tasks on your phone. With My tasks, you can take action quickly and mark those tasks as complete, in no time.
Note: If changes are not reflected on your mobile app, please update to the latest version.
How to use My tasks
- From the menu, select My tasks. You'll be redirected to the My tasks area.
Note: The tasks listed in My tasks are for general tasks only, as opposed to other types of tasks such as feedback, email, calendar, or eSign.
- Click on the row of any task to see details, including due date, description and an activity log.
Note: If you expand the task view, you can see a summary of all the actions taken related to the particular task. To learn more see Manage tasks.
- Click the check at the top right to mark complete.
- You have the option to use filters for your tasks. Click Incomplete to filter via status. A dropdown of all your tasks will appear along with the due date, requester’s name and current status.
- Click Anytime to filter by time frame; This filters by Due date.
- Select by day, week, month, or even add your own custom date; simply click the button next to your desired time.
- When finished, click Apply.
- Click Task list to filter via task lists. A dropdown of all your tasks will appear.
- Click the row of your desired task list to see details.
- Click Requested for to filter by the requester. A dropdown will appear containing a list of everyone who has requested tasks from you.
- To search for specific people, scroll or type any name, department, or site.
- When finished, click Apply.
Congratulations, you know how to complete your tasks from the convenience of your mobile!