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Mobius User Guide |
Published Date: July 13, 2017
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03 Tasks and Notifications |
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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
- Select My Tasks from the Tasks Section of the Shortcuts Panel.
- 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.
- Select the Supporting Information hyperlink to open the page the Task is connected to and complete the action identified in the Task.
- Select the Primary Action hyperlink to open a modal where the user must indicate a decision regarding the task.
- 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.
Assignments
Who the Task is assigned to.
Graphical View
Not used at this time.
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