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Overview
My Tasks is a list of tasks Tasks that a the user is authorized to view and launch. This page is structured similarly to the Taskboard, but My Tasks displays Tasks, while the Taskboard displays Task Instances.
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 Task 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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| 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: |
Task |
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| Last Run | The time when the Task was last run. |
Anchor Filters Filters
Filters
| Filters | |
| Filters |
Like the Taskboard, There are three filters you can filter use on My Tasks: Search by Task, Business 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
Search by Task is a simple text search to bar that will find matching strings Task names in the Name Task column.
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The Search bar will only check Task names for matching strings. It will not search for Type, descriptions, or any other column. |
The Business Services allows you to display all Tasks belonging to a given Business Service. The Task Types filter allows you to display all Tasks of a given Type. You can select a specific entry or search via freeform type.
Anchor Task Commands Task Commands
Task Commands
| Task Commands | |
| 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 Command Menu for a Task, click the three-dot icon at the end of the row: 
| Action | Description | ||||||
|---|---|---|---|---|---|---|---|
| Launch this Task. For more information, see Launching |
If this Task can be launched with variables, this button will be called "Launch" instead of "Launch Now". | |||||||
| View all Instances of this Task in the Taskboard. |
Anchor Viewing Task Details Viewing Task Details
Viewing Task Details
| Viewing Task Details | |
| Viewing Task Details |
To view the details of a Task, simply click on the Task name.
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Tasks are not to be confused with Task Instances. To view the details of a specific Task Instance, rather than a Task definition, see Viewing Task Instance Details. |
At the top of the Task Details page, you can see the name and description of the Task. Below, you can view the Task Type, the Business Services the Task is a member of, the Self Service GroupTask Version, and when the Task was last run. The buttons to Launch Now, View (in UC), and Show in Taskboard function the same as the corresponding actions in the command menuCommand Menu in the My Tasks list. Below this general information, you can see more details specific to this Task's Typeabout the Task.
The volume of information shown in the Details page can vary depending on the Task Type. The layout differs from the Task Details shown in the Controller, but the fields are logically grouped and can be easily navigated by clicking the menu options from the box in the top left.
If the Task is part of a workflow, upstream/downstream dependencies will also be identified.
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Tasks can be launched from My Tasks by selecting the Launch Now action in the command menu Command Menu at the end of the row, or by clicking the Launch Now button from in the Task Details page.
After clicking Launch Now, you will be asked to confirm the launch. After launching the Task, a popup will appear announcing that the launch was successful. You can also see the System Identifier of the Task Instance. From here, you have the option to view the Instance in the Taskboard (which functions the same as the Show in Taskboard command), or close the popup and return to the current page.
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If a Task has Variables which must be resolved before launch, you will be prompted to provide values for these Variables.
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There is not a separate command to launch a Task with Variables. Simply click Launch Now, as described in the previous section, the Launch button and you will be taken to this page automatically if Variables are needed. |
Give each Variable a value. You will also be prompted for Reason for Launch. Once you submit the variable values, you can click the Launch Task button. Just like launching Tasks without variablesVariables, you will be asked to confirm the launch.
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