My Tasks List - Viewing workflow tasks

A list of all workflow tasks assigned to a specific user is accessible to them through the document management system by selecting Review and Approvals > My Tasks from the My FileHold area.

My Task List

There are three types of activities supported by the FileHold: the document approval activity, the send for external signature activity, and the document review activity. The My Tasks list shows all active review or approval tasks assigned or delegated to the user. Previously completed or canceled tasks do not appear in the list. Once a workflow is initiated, an email will be sent to the user (if configured) notifying them of a workflow task. The selected task on the My Tasks list remains selected until the list is refreshed and the selected task is no longer in the list.

The My Workflow Tasks list can be filtered by workflow template name.

My Tasks List template filter

When reviewing or approving documents, a new interface (FileHold 16.2) can be used for a more clean and friendly experience that provides more workflow details to the user. For example, task details, activity title, and previous workflow activities, comments, and actions can be seen on the same screen. Alternatively, the old interface can still be used. The user may be prompted to choose the interface type, depending on administrator settings. The option to use the old or new interface can be selected in the My Tasks screen. See Workflow Settings for more information.

Switch from New/Classic Workflow Interface

From the My Tasks list, you can: