How can I see My Tasks In Assure

How can I see My Tasks In Assure 
 

This article covers: 

1. What are My Tasks
2. Where can I find My Tasks
3. How can I search/filter my tasks

WHAT ARE MY TASKS? 
 

Tasks are any activities that can be assigned to a user. This includes Actions, Reviews and Approvals.  
 

• Actions are any type of activities that are created against records, a schedule or as a standalone action. These can for example be actions that are defined as an outcome of an incident investigation, risk assessment or audit. 
• Reviews are tasks that can be assigned to a user to review a record after a certain period. For example, a Risk Assessment can be assigned for review in 12 months.
• If using the approval workflow, a record in Assure needs to be approved to complete the workflow. Any approvals that you have been assigned to complete will appear in the My Task area. 

In permissions you can manage who can be assigned tasks.  

WHERE CAN I FIND MY TASKS? 
 

You can access tasks in these areas 

• Via “My Tasks” on the Assure Main Menu
• On the homepage: Customise your homepage in Assure to display your tasks
• On AssureGO+: If authenticated on AssureGO+ you can manage Actions through “My Tasks” in the menu options, check out this article to find out more about this Actions on AssureGO+ . You cannot see Reviews or Approvals on AssureGO+.

Accessing My Tasks through the main menu in Assure 

In Assure, there is a dedicated area, called ‘My Tasks’ to collate all of a user’s required tasks in one place so they can manage them more easily. It can be accessed by clicking the ‘My Tasks’ link on the side bar. No matter where you go in the system, the ‘My Tasks’ link will remain in the same place. 

The purpose of the My Tasks section is to group all the tasks for your user in the one place. This includes reviews, actions and approvals. 
 

You can access an overview of all your tasks by clicking ‘My Tasks’ or go into each individual section in Task Management to see actions, approvals, or reviews separately.  
 

When in ‘My Tasks’ you can: 

• Edit/complete/delete (if permissioned to) items or complete other steps from your Tasks Area 
• Create a free-standing action by selecting the New Record button.
• Search Tasks by using the search bar in the top right 
• Filter Tasks by Task Type, Due Date or Priority to reduce the number of tasks in the list. You can also choose to exclude Scheduled or Free Standing Actions. 

Access My Tasks on the Homepage 

You can also customise your homepage to see My Tasks 

Check out this article on how to configure your homepage.  

This view tells you the Name of the Action – the Action Detail and the priority. It also allows you to see how many days it is due or overdue. 

You can also Edit, Complete/Uncomplete, Approve, Edit, Complete/Uncomplete, Approve, Assign, delete, see the Details of the actions or go to the record the action is raised against by clicking on the THREE DOTS of the action in the list. Options available depend on the permission of the user.