Task Tab Overview

Selecting the Task tab displays three submenus that are used to provide information about tasks that are assigned to you, tasks that you have created and assigned to others, and tasks that you want to research. You can access the Task tab in either of two ways:

  • Click the Task tab in the upper left corner of the application.
  • Press F2 on your keyboard.

My Tasks

Selecting the My Tasks submenu displays a list of tasks that are assigned to you. You can work on a task, reply to the task, forward the task, or complete the task.

Selecting the Tasks Created by Me submenu displays a list of tasks that were created by you. You can add notes to, forward, or complete an existing task or you can create a new task.

Research Tasks

Selecting the Research Tasks submenu displays fields that you use for filtering tasks that you want to research. You can filter by due date, completed date, ID, creator, assignee, and associations.

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