The Assigned to Me Widget is designed to help users stay organized and manage their tasks effectively by displaying all work, progress updates, and task edits in one convenient location.
Understanding the Widget
Expand/Compress Icon
Click the expand icon to enlarge the "Assigned to Me" widget. Click the same icon again to minimize the widget.
Grid
The Assigned to Me grid includes the following default columns: Summary, Status, Assigned On, and Actions.
Users can also customize their widget to add additional fields, such as Type, Requested By, and Priority, based on their preferences.
Summary
Displays Item Number, Task Summary
Clicking on the row's summary columns will open the edit task form.
Edit Task
The Edit Task feature enables users to modify existing tasks by clicking on the summary columns of a row, which will open the edit task form.
- Once accessed, users will see the Summary, which includes the task summary and product code.
- The task Status will be displayed next to the summary, enabling users to update the summary as they work on the task.
- Users can change the Assigned To by selecting from the dropdown menu.
- Comments: Users can view the history of previous comments and add new ones as needed.
- Attachments: Users can view, download or delete existing attachments, or add new ones.
All changes are automatically saved as they are made.
Status
Displays the Status with a dropdown menu for quickly updating the status and the option to add a comment to the task.
Changing the status to anything other than "New" will remove the task from your Assigned to Me grid.
Status Options:
- New
- Reviewing
- In Progress
- Resolved
- Won't Do
- Duplicate
- Invalid
Assigned On
Date and Time Task Assigned On
Color Coordinated to indicate:
- Task created Today
- Tasks created within the past 7 days
- Tasks older than 7 days
Clicking on the row's assigned on columns will open the edit task form.
Actions: Assign Task
Assign Task: This action allows the user to reassign the task to another individual with ITM Admin/User access from the dropdown menu. It also includes a comment option to add notes regarding the reassignment of the task.
Actions: Add Comment
Add Comment: The action allows users to quickly add a comment to the task.
Actions: View Item
View Item: The action takes users to the item editor for the item linked to the task.
