I'm a Service Provider: Working with Assigned Tasks Follow

Topics Covered
  • Assigned Tasks
Target Users
  • Employee - completes assigned tasks throughout the process (provides additional information, uploads files, etc.)
  • Service Providers - manages and completes assigned tasks
Required Permissions
  • N/A

 

Introduction

The Assigned Tasks page is located at the My Work Dashboard. It lists all the tasks which are currently assigned to you as a Service Provider or as a Sponsor. The tasks can also be grouped by Assignment, Task, and Role. You can also filter by Name Criteria, Workflow Category, or to Hide Pending Tasks. When data is filtered, only rows that meet the filter criteria will be displayed.

Tasks can also be reassigned to the Employee, other Service Providers, or Sponsors. 

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