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To view My Tasks, click the Clipboard icon in the sidebar menu.
The My Tasks table shows all Tasks included by the selected Filters. On the bottom left, the table indicates the number of records found and last time refreshed. On the bottom right, you can select the page to display. The table will also respond to your scroll wheel or touchpad, allowing you to scroll through the list of Tasks page by page.
Like the Taskboard, the My Tasks table is sortable by column. In this configuration, you can choose from Name, Business Services, Summary, and Last Run. The default sort order is by Name. You can customize which columns to display by clicking the rightmost icon in the top row of the table:
Column Descriptions
The following table describes the columns displayed in My Tasks.
Column Name | Description |
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Name | The name of the Task. Clicking on a Task name will take you to the Task Details page. |
Type | The Task Type. |
Business Services | The Business Service(s) the Task is a member of. If the Task is a member of multiple Business Services, the entry in this column will be: |
Summary | The Task description. |
Last Run | The time when the Task was last run. |
Filters
Like the Taskboard, you can filter My Tasks byBusiness Services andTask Types. In each filter, you can select a specific entry or search via freeform type.
The Task Types filter allows you to display all Tasks of a given Type. The Business Services allows you to display all Tasks belonging to a given Business Service.
You can also use the Search bar, which is a simple text search to find matching strings in the Name column.
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The Search bar will only check Trigger names for matching strings. It will not search for Task names, descriptions, or any other column. |
Task Commands
Although you cannot create, modify, or delete Tasks in Universal Portal, there are several actions you can perform from My Tasks. To access the command menu for a Task, click the three-dot icon at the end of the row:
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