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Mobius User Guide

Published Date: July 13, 2017
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03 Tasks and Notifications

View a Task

Users are responsible for managing assigned Tasks. Each Task has functions associated with it that are included in the Action Menu and the tabs.

Anchor Point: Inbox Section

  1. Select My Tasks from the Tasks Section of the Shortcuts Panel.
  2. To view details of a Task, select the Toggle to expand the view of the Task, or select the subject of the Task to open the Task in a new tab.
  3. Select the Supporting Information hyperlink to open the page the Task is connected to and complete the action identified in the Task.
  4. Select the Primary Action hyperlink to open a modal where the user must indicate a decision regarding the task.
  5. To view comments, select the History and Comments Tab.

Each Task details page contains four tabs:

Actions or Home
Contains Primary Action and Supporting Information (link to where the Task was created) links.

History and Comments
Logs activities and comments added to a Task with the time and date.

Who the Task is assigned to.

Graphical View
Not used at this time.