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Administrator Guide
Last Updated: 2025-02-21
Concept: Exclude Business Process Steps from the My Tasks

Concept: Exclude Business Process Steps from the My Tasks

You can configure these business process step types on a business process definition so that Workday doesn't deliver My Tasks notifications for high-volume business process steps:
  • Action
  • Approval
  • To Do
When you configure these steps, you improve My Tasks performance and the user experience, enabling you to easily find relevant tasks in your My Tasks.
Once you configure the step, you can still access any excluded My Tasks items from the:
  • Business Process Transactions Awaiting Me
     report. When you access the report on a mobile device, you won't be able to act on excluded My Tasks items from the report.
  • Expense Report Work Area.
  • Recruiter Hub.
You can configure the steps by selecting
Business Process
Maintain My Tasks Display
 from the related actions menu.
Configuring a step to be excluded is effective dated. This means that new tasks that are generated after the effective date you specify won't display in My Tasks. After you configure a step to exclude notifications to My Tasks and you:
  • Send a step back to the excluded step, the step doesn't display in My Tasks. You can only send a step back from the excluded step by accessing the
    Business Process Transactions Awaiting Me
     report because you can't access the step from My Tasks.
  • Reassign the step to another person, Workday doesn't display the excluded task in their My Tasks.
  • Delegate the task, Workday doesn't display the excluded task in My Tasks of the delegate and the delegator.
The business process administrator can reassign excluded steps by using the:
  • Reassign Business Process Step
     mass operation type on the
    Mass Operation Management
     task.
  • Business Process
    Reassign This Task
     related action off of an event.
  • Reassign Business Process Step
     web service.
You can't use the
Reassign Tasks
 task to reassign excluded steps.
Workday recommends that you don't configure the exclude functionality on tasks that are delegated often.
If you can't access a delegated task after you exclude notifications to My Tasks, the:
  • Business process administrator can stop delegation by accessing the
    Manage Delegation Setting
     task.
  • Delegator can stop delegation using single-task delegation.