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My Tasks

The My Tasks menu enhances visibility and task management for requesters involved in project-related activities. This feature allows requesters to conveniently view and track the progress of their assigned project tasks directly from the Support Portal interface.

This menu is designed to improve collaboration and productivity by providing easy access to task-level information without requiring access to the main Project Management module.

Key Highlights:

  • Purpose: The My Tasks menu helps requesters stay informed about their responsibilities within active projects.
  • Access Control: This feature is only available if the Project Management license is active for the requester.
  • User Benefit: By enabling task visibility, requesters can manage deadlines more effectively, monitor task updates, and contribute efficiently to project goals.

Here, you can do the following:

  1. Filter: You can filter the tasks list by clicking the desired option. For example: If ‘All Open Tasks’ is selected, the grid displays all the tasks with open status.
  2. Search: You can look for a specific task by searching them.
  3. View Task Details: You can tap the Subject to view the Task Details.
  4. Edit Task: Tap the edit icon to update the project task details.

Task Details Page:​

On tapping the task subject, the following screen appears. It displays the task details. Also, you can do the following:

  • Add Comments
  • Add Work Log based on the Custom Rule configured.
  • Add Checklist
  • View Audit Trail