Concept: Tasks in Workday VNDLY
Tasks help you better manage your day-to-day tasks by keeping track of to-do items assigned to a user or a group of users. Tasks are available to all user roles, except contractors.
You can access tasks from 3 main places:
- TheHomepage.
- TheTaskside panel.
- TheTaskslist.
Tasks List
To view the
Tasks
list, click View All Tasks
from the Home
page or from the Tasks
side panel. The
Tasks
page is a comprehensive list of all of your tasks. In addition, you can filter, sort, and search. Bulk action functionalities are available. The
Tasks
page has tab filters for My Tasks
And All
, with the default filter being My Tasks
. You can also narrow the tasks that display using the filters on the left side bar. Example: If you'd like to see Interview
tasks in Pending
status, you could check those boxes. You can filter the
Tasks
page by:- Pinned.
- Current Status.
- Categories.
- Locations.
- Assignees.
You can also search for tasks by:
- Description
- Category Name
- Component Name
- Component ID
You can sort tasks by:
- Important(default).
- Category A - Z.
- Category Z - A.
When using
Sort By: Category
the Important
section doesn't display.The
Tasks
list page also gives users an extended view of their tasks' information, like what user roles a task gets assigned. Near the bottom of each task, you see the Assigned to roles
information. Example: Assigned to roles: Administrator, Program Team.For each task, you can perform 4 actions using the
Actions
drop-down: Option | Description |
|---|---|
Pin to top
| Moves task to top of task list and marks it as Important . This option only displays if the selected task isn’t currently pinned. |
Unpin from top
| Moves task from top of task list back to its original place based on order of importance. This option only displays if the selected task is currently pinned. |
Dismiss for Me
| Removes task from your personal task list. The task will no longer be visible to you, but remains visible and accessible to other users with previous joint access to the task. |
Dismiss for All
| Resolves and removes the task from all Tasks lists for all users. The task will no longer be viewable or accessible to users. |