To Do List overview - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10

The To do List: Overview menu is where you can select the workflow tasks that you have been assigned, can claim, or are overdue. You can filter the task types by selecting a task type from the list to display the available tasks in the results table.

SHARED Tip You can also select a task type in the pie chart to display the available tasks.

What are the To Do List overview task type filters?

The To Do List: Overview menu displays tasks grouped by task type using the following filter options:

Select this

To display

All

Tasks that are available to you or your role

OVERDUE

Tasks that are overdue and require your immediate action or completion

My assigned/claimed tasks

Tasks previously claimed by you or explicitly assigned to you for action

My non-claimed tasks

Tasks that you are eligible to action, but which you must explicitly claim first. These are tasks assigned to a role or group for which only a subset of people need to take action

[Object type]

Tasks that apply to a specific type of item, such as an Action, Document Revision, or Technical Query

Overdue tasks are highlighted with the Task is overdue symbol.

You can select Configurations to reduce the number of tasks displayed to those in a specific query configuration.