The Tasks page

To open the Tasks page, on the main toolbar, click the Tasks icon Tasks icon.

The following image shows the different parts of the Tasks page:

Element

Name

 Description
Tasks submenu Contains the following sections:
  • All Tasks: Shows all the tasks for which you have permission to view.
  • Your Tasks: Shows all the tasks that have been assigned to you.
  • Overdue Tasks: Shows the tasks that have been assigned to you that are past their due date.
Select button Allows you to select multiple tasks for bulk operations.
Tasks table Shows a list of tasks.
Table menu Contains refresh and display options for tasks table.
Sidebar Contains the details of the selected workflow task.

Best practices for managing your tasks

  • Regularly check Your Tasks: Visit the Tasks page frequently to stay updated on pending items.
  • Prioritize using due dates: Focus on tasks with approaching due dates to avoid delays.
  • Communicate clearly: Use comments if available when taking actions on tasks to ask questions, report blockers, or provide explanations for better collaboration.
  • Delegate when necessary: If you are authorized and unable to complete a task, reassign it promptly to the appropriate person.
  • Understand the workflow context: If you are unsure why a task was assigned to you or what its purpose is, review the workflow description or consult your Collibra administrator.