User Guide

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Task Manager

Use the Task Manager to organize, claim, and resolve tasks that are generated by review processes.

You can also perform task administration actions, such as assigning, releasing, or editing tasks.

To go to the Task Manager, in the navigation bar, click

Task Manager

. Alternatively, you can click the title of a task from the task inbox in the

Home

page. In this case, the Task Manager displays the selected task and the associated record.

The following image shows the Details View of the Task Manager with two tasks selected:

Selected list

Custom filters

Quick filters tabs

View

The following table describes the user interface elements of the Task Manager:

User Interface Element	Description
Selected list	Performs task administration action on the selected tasks. To use the Selected list, select the check box beside multiple tasks. You can perform the following task administration actions: Assign Release Edit Claim Task actions, such as Accept, Reject, or Disclaim The available task administration actions depend on your selected tasks and the ActiveVOS workflows.
Custom filters	Filters the tasks based on the filters that you select. To use custom filters, click the Filters icon, and then add filters. You can use any combination of the following filters: Business Entity Hierarchies Creation Date Due Date Owner Priority Task Title Task Type
View	Shows the list of tasks in the Details View or List View. To toggle the views, use the Details View or List View icons in the Task Manager toolbar.
Quick filter tabs	Shows tasks based on the predefined filter criteria for the tab. Use one of the following filters: My Assigned Tasks. Shows your open assigned tasks. My Closed Tasks . Shows the tasks that you closed. Available Tasks. Shows all unassigned tasks that are available to your user group. All Assigned Tasks. Shows all the tasks that the users in your user group are assigned. All Closed Tasks . Shows all the tasks that the users in your user group closed. All Tasks. Shows all the closed, assigned, and unassigned tasks that are available to your user group. Tasks Created by Me. Shows the tasks that you created.
Search	Searches the tasks for the search text.