Summary

The My Tasks window is used to track tasks associated with the user. A number in parentheses will appear next the icon if you have new task notifications awaiting your attention. This window is accessed by clicking the My Tasks icon   on the main application menu bar.

1     Open the My Tasks window.

• Click the My Tasks icon   on the main application menu bar. This will open the My Tasks window.
• The My Tasks window will display any task notifications that require your attention. Only those tasks assigned to the user currently logged in will be displayed.
• The My Tasks window will display the following:
  • Accounts Payable module Invoice Approval and Informational notifications
  • Building Permits module Inspection and Approval notifications
  • Code and Contact Management module Issue Step notifications
  • Human Resources COLA and Personnel Action Form Approval and Informational notifications
  • Payroll module Timesheets Approval and Informational notifications
  • Purchase Order module Changes Orders, Purchase Orders, Receiving and Requisitions Approval and Informational notifications
  • System Setup module Work Flow Approval and Informational notifications
  • Utility Billing module Service Request notifications
  • Work Orders module Adjust Fixed Assets, Create Fixed Assets and Estimate Approval and Informational notifications.

2     View or approve the notifications.

• Highlight a task and click the Open Selected Task icon   on the My Tasks window to open the selected task.
• The task window that opens is determined by the type of task selected.
  • If the task is an informational notification, simply opening the task will remove it from the task count in parentheses next to the My Tasks icon.
  • If the task is an approval notification, open the task and use the Approve   or Reject   icons to approve or reject the process step.