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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 Tasks list

There are two types of activities supported by the FileHold: the document approval 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.

My Tasks list - assigned tasks

From the My Tasks list, you can:

  • Submit a review or approval.
  • Cancel the workflow.
  • Delegate a task to another user.
  • Reserve or undo a reservation for a task. Tasks that can be reserved are marked with an asterisk *.
  • See the documents that are a part of the workflow (Show Documents link).
  • Get a local copy of the document under review or approval (in the “Documents associated with workflow name” pane).
  • View the Status Report for the task (View Workflows).
  • Check out a document (in the “Documents associated with workflow name” pane).
  • Disable the automatic refresh of the list