Workflow: My Tasks

Open My Tasks

1. Open Applications.
2. Select Workflow.
3. Select My Tasks.

The navigation bell also leads to this My Tasks view when pending work is available.

What appears

My Tasks requests tasks with Pending status. For a normal user, the server returns work available to that caller. An administrator can receive the broader administrative result permitted by the server.

When opened inside a Workspace, Application, or Page, the list can be restricted to that scope. Pagination loads more tasks in groups rather than showing every record at once.

The responsive table can show task and request context such as workflow/process, current step, assignee-related information, priority, dates, and the action used to open the record. The exact columns reduce on smaller screens.

Open and complete a task

1. Locate the pending record.
2. Select its view/open action.
3. The task opens at /manager-approval as Workflow Task Manager.
4. Read the task details, Allowed Actions or Approval Actions, attached or associated documents, and Previous Comments.
5. If the task includes a PDF, use the available document viewer and drawing/signature tools as required.
6. Complete any Task form fields, then choose an allowed action. For Task Forms, that action is the submit button and the workflow route.

After a successful action, the task should leave the pending list. Refresh My Tasks if the row remains visible briefly.

Some workflow details also show Task action required and Open task action. That button leads to the same current task-processing experience when the signed-in user may act.

Troubleshooting