Task Management Overview

The Task Manager gives you one place to create, prioritize, search, update, and complete tasks so important follow-up does not get missed.

Open Task Management

From the left navigation menu, click My Tasks.

Understand the task summary

The summary cards show Total Tasks, tasks Due Today, Overdue tasks, and Completed tasks. Use these totals to quickly identify what needs attention.

Filter the task list

Use My Tasks to view open tasks assigned to you, All Tasks to view every available task, and Completed to review finished work.

Search and sort tasks

Use Search tasks to find a task by its subject. Choose a sort field such as Due Date, Time, Priority, Task Subject,

or Status, select Ascending or Descending, and click Sort.

Manage an open task

Each task displays its subject, assigned user, status, priority, due date, and reminder time. Change the priority from the task card, click the pencil button to edit the full task, or click Complete when the work is finished.

Add a task

Click Add Task at the top of the page to open the Create a New Task form.