My Tasks is a dedicated area within Assure that collates all tasks assigned to a user into a single location, enabling easier management. Tasks aggregated in My Tasks span multiple Assure modules and include Reviews, Actions, and Approvals. Users can access My Tasks either via the left sidebar navigation or directly from the Dashboard (the Assure homepage). From within My Tasks, users can manage existing tasks and create Free-standing Actions (Actions that exist independently of any module record). This article applies to all Assure users with an active account and assigned tasks.
Prerequisites
- Active Assure user account with assigned credentials
- At least one task (Review, Action, or Approval) assigned to the user
- Appropriate permissions granted by a system administrator
What is My Tasks?
Assure provides a dedicated area called My Tasks to collate all of a user's required tasks into one place so they can be managed more easily.
My Tasks aggregates the following task types from across Assure modules:
- Review - a task requiring the user to review a record
- Action - a corrective or preventive task assigned to the user
- Approval - a task requiring the user to approve a record
Method 1: Accessing My Tasks via the Sidebar Navigation
Click Tasks (the clipboard with checkmark icon) in the left sidebar navigation, then select My Tasks.
The My Tasks area displays a list of all tasks currently assigned to the user. A Calendar button is available within My Tasks for viewing tasks in a calendar format.
Each task entry shows:
- The task type (for example: Submit, Review)
- The associated record (for example: Permit to Work Level 1)
- The current status (for example: Auto Assigned)
Method 2: Accessing My Tasks via the Dashboard
The My Tasks section is visible on the Dashboard and displays a summary of pending tasks assigned to the user, including a View X Task(s) link. Clicking View X Task(s) navigates to the full My Tasks list.
Enabling My Tasks on the Dashboard
If My Tasks is not currently visible on the Dashboard, it can be enabled by configuring the Dashboard display settings:
Click Customise in the upper-right corner of the Dashboard.
Click Edit Quick Add and Shortcuts.
Enable the Show My Tasks checkbox to display outstanding tasks on the Dashboard.
Click Save & Close to apply changes.
Managing Tasks in My Tasks
To manage a task within My Tasks, click the cogwheel icon next to the relevant task and select one of the following available actions (based on user permissions):
- Edit - modify the task details
- Complete - mark the task as complete
- Delete - remove the task.
Tasks can also be managed directly from the Dashboard using the three dots icon next to a task in the My Tasks widget.
Creating a Free-standing Action from My Tasks
A Free-standing Action is an Action that exists independently of any module record and is not linked to a specific incident, risk assessment, or other record.
To create a Free-standing Action, click the New Record button within My Tasks. Free-standing Actions created directly through My Tasks or Action Manager can be saved against an associated Organisational Unit (Org Unit).
AI Metadata
| Field | Value |
|---|---|
| Product Area | Assure - Task Management |
| User Role | All Assure users |
| Tags | My Tasks, Task Management, Actions, Reviews, Approvals, Free-standing Actions, Dashboard, Navigation |
| Version / Region | All regions |
| Important Synonyms | Tasks, To-do, Outstanding Tasks, Task List, Action Items |
| Suggested Embedding Keywords | view my tasks Assure, how to access tasks in Assure, manage tasks Assure, cogwheel task management, free-standing action My Tasks, task list Assure navigation, view tasks dashboard Assure, show my tasks dashboard, calendar view tasks Assure |
| Relevant Modules and Cross-Module Implications | My Tasks aggregates tasks from all active Assure modules (for example, Incident Management, Risk Assessment, Permit to Work). Any module that generates a Review, Action, or Approval workflow will surface tasks in My Tasks. This is a cross-module feature. |