The Tasks page
To open the Tasks page, on the main toolbar, click the Tasks icon.
The following image shows the different parts of the Tasks page:
| Element |
Name |
Description |
|---|---|---|
|
Tasks submenu | Contains the following sections:
|
|
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.