Summary

The My Tasks Dashboard Component is used to display the tasks assigned to the current user. This component will automatically refresh every five minutes. This is a Premium Component.

These tasks are also displayed on the My Tasks window of the application.

Step by Step

1     Open the Component Selection window.

• The Component Selection window (SS> Dashboard> Component) displays all the available dashboard components created in the application.
• Enter information in the fields in the Search Criteria section of the window and click the Refresh icon   to filter the components that will display in the window.
• Highlight a component and click the Delete icon or press DELETE to delete the selected component.
  • If the selected component is installed on an employee's dashboard, you will need to confirm that the component should be deleted and removed from any dashboard on which it is installed.
• Highlight a component and click the Modify icon or press ENTER to edit the selected component.
• Click the Create icon or press INSERT to create a new dashboard component. This will open the Component Maintenance window.

2     Configure the new dashboard component.

• Select My Tasks from the Type drop-down menu.
• Enter a Name for the new dashboard component.
  • This name will appear on the Dashboard Components Selection window when a user adds a new component to their dashboard, so be as descriptive as possible.
  • This field is limited to 32 alphanumeric characters. Once the component is saved the name cannot be edited.
• Enter a User Group Code or click the field label to select one from a list.
  • User groups allow you to create menu and database security at a group level and then assign that security to users. Only those users that are part of the selected User Group will have access to the new dashboard component.
  • User groups are created and maintained on the User Group Maintenance window (SS> Security> User Group).
• The Schedule, Start Date and Last Run fields will be disabled as they are not used with the Out of Office component.

3     Set the Component Filters.

• The Component Filters section is used to set filters for the dashboard component.
• The Show Read tab is used to specify whether or not the component will display tasks flagged as read.
  • The Locked toggle is used to lock the filters. Locked filters can be updated on the Component Maintenance window but cannot be updated from the dashboard itself. If the Locked toggle is not checked, dashboard users will be able to update component filters from the Component Settings window on the dashboard component itself.
  • Every component filter below can be locked as well.
• The Show Expired tab is used to specify whether or not the component will display tasks flagged as expired.
• Click the Save icon to save the new dashboard component.