View a Task

Individual tasks can be opened from several locations:

1. Via the object task list

   A list of all tasks assigned to an object (e.g. process, control, work paper etc.) is located in the task list.

   1. Open the appropriate form (RCM, process, risk, audit etc).
   2. Click the Tasks tab.
   3. View the task list located at the bottom of the form.

      

   4. (Optional): Sort the list based on any column heading containing a blue hyperlink.
   5. Click the task name you wish to view under the Task column..

2. Directly from the email notification

   Users can view a task directly from the email notification received.

   1. Open your email application.
   2. Open the email titled Portal Task Notification.
   3. Click on the link to the assigned task.

   If your implementation employs single-sign on, you will be taken directly to the task. If your implementation does not employ single-sign on, you must first authenticate to the system. Once authenticated to the system, you will be taken directly to the task.

3. Via Action Items list

   Via Action Items List

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Expand Action Items.

      

   3. Expand the Action Item category to view the associated Action Item sub-category.
   4. Click the Action Item sub-category to see a list of associated tasks for that sub-category.

      Note: Mouse over each Action Item sub-category for additional details (e.g. how many are over due, approaching due, and not due).

   Via Mass Update Tasks List

   The Mass Update Task list allows you to view and update tasks for other users as well as your own.

   Note: Only users with the proper permissions can access the Mass Update task list. For more information, see Mass Update Tasks.

   1. Click the Favorites and Action Items tab in the left navigation pane.
   2. Click Mass Update Tasks.

      

   3. Expand the Object Type to view the task type associated with that object.
   4. Click the task type to see the list of associated tasks.
4. From the workflow template

   1. Access the Templates link.
      1. Select the Default GRC context from the context menu.
      2. Click the Workflow Management tab.
      3. Select Templates from the Task Driven Workflow group.

         

   2. Click the workflow template name.
   3. Click the task name in the Task Assignment section.

Tasks can be viewed by the initiator and the individual assigned to the specific task.