How to View Tasks

💡 Tasks are vital for tracking and completing action items efficiently. We offer diverse ways to view tasks, ensuring flexibility and ease in managing your workload. Explore the following methods to seamlessly stay on top of your assignments:

1. Viewing Tasks via the Blue Ribbon–Aclaimant's Preferred Method:
   • Navigation: Select Tasks within the blue ribbon in the upper left-hand corner.
     • This action will bring you to the Task page where you can view your assigned tasks by status: Incomplete, Completed, Cancelled, and tasks you are Watching.

2. Viewing Tasks via the Notification Bell:

• Navigation: Select the Notification Bell icon next to your name within the upper right-hand of the blue ribbon
  • This action will bring you to your Notifications Page where you'll be able to view all open tasks by Task Change, Task Reminders, or Tasks Overdue.

3. Viewing Tasks via the Task tab 

• Navigation: Select the Tasks tab in the top navigation bar.
• This tab aggregates all scheduled and one-off tasks across every module (Incidents, Safety Reports, Assets, etc.) into a single, permission-gated view.

4. Aclaimant offers task notifications via email. Users with this enabled would be able view tasks assigned to them listed within the body of the email. Learn more about notifications and configuring them. 
Tasks via the Incidents & Claims Tab:

• Navigation: Select the Incidents & Claims tab
  • Within the left pane, select Tasks
    • This action will generate all tasks you are permitted to view. From here, you have the ability to view specific tasks by selecting the View Task button or the Start task button depending on the type of task.
      • You have the ability to apply a Custom View to filter as necessary

5. Module-Specific Tasks:

• Tasks related to a specific incident/safety report/asset/location can be found within the the Summary sub-tab of the record.
  
  
• "My Tasks" Filter: On the summary tabs of incidents, claims, safety reports, assets, and locations, you can now toggle a My Tasks view. This isolates your specific assignments from the rest of the team's workload.
  
  Learn more about navigating an incident report and adding a task from this view.