User defined task views

Overview

The main task view is generally available to all users.  The tasks within this view are restricted to those the logged in user is allowed to see (based on their role).  It can be further filtered using the view filter functions.  This allows for a lot of flexibility, but the filters are not persisted, so if there is a common filter you routinely want to apply it has to be added every time you enter the view.

Permissioned users can create their own task views, or create task views for other users.  These are know as User defined task views, which is the topic of this page.

What are User defined  task views?

User defined tasks views are extra task views that have their own pre-defined filters, they can be restricted to selected roles, so shared with a sub set of your organization.  Examples you can build may include:

• All open tasks
• All open tasks assigned to a specific role, for example a compliance officer or Legal
• All tasks that are over a certain age and not yet complete
• New tasks that are less than 24 hours old, and from a selected template, for example 'New onboarding tasks'

How do I create a user defined task view?

To create a new User defined task view click the 'Create new view' button at the top of the screen, then select 'Tasks' from the available options.  You will also need to give your new view a name.

You can change the permissions such that:

• Only selected roles can see the view, users not in a suitable role will not see the view in the left hand navigation under 'User views'
  
  
• Only selected roles can edit the view, see below for what editing a task view involves.

Once you click submit the view will be available under 'User views' in the left navigation. An example is shown below.

What is in a user defined task view and what can I edit?

A User defined task view works in exactly the same way as the main task view without exception.  It provides just one additional key feature, and that is that you can save the view via the top right menu, see below for an example:

When you save the view the following are persisted:

• Any filter settings you have defined
• the pagination setting (tasks per page)

Every time a user enters the view these settings will be applied.  If you change the filters and want the new filters persisted you need to save again.

To change the permissions you need to go back the edit view page.  Use the menu in the top right of the view to do this.

Deleting a user defined task view

To delete a user defined task view, use the menu in the top right of screen.  You will be prompted to confirm, after which it will be removed.