See a Summary of Assigned Tasks

  1. Select Tasks > Summary – The Recipients tab is selected by default.

  2. Use the filters provided to narrow the task data in the Results area.

    • Recipient – Select the recipient whose tasks you want to access.

    • Recipient status – Select one of these options:

      • Unopened – See which tasks the recipient hasn't opened.

      • Opened – See which tasks the recipient has opened.

      • Accepted – See which tasks the recipient has accepted.

      • Part Complete – See which tasks the recipient has partially completed.

    • Priority – Select the task priority.

    • Task type – Select the type of task you want to see.

    • Completion date – Use the Calendar icons or enter dates in the fields provided to specify an expected completion date range for the tasks.

    • Unspecified dates – Select one of these options:

      • Include to show all tasks (regardless of whether they have a specified completion date).

      • Exclude to exclude tasks without a specified completion date.

      • Show Only to only show tasks without a specified completion date.

    • Business unit– Select the business unit.

    • Business region – Select the business region.

  3. Select Apply Filter to apply the filters you've selected.

    Select Reset All to reset the filters.

  4. To sort the tasks according to when they were completed, select Completion date.

  5. Select a task in the Results table to see more details about it in the Additional Details pane.

    If you don't have permission to access the task, no task details will display in the Additional details area.

  6. To export the filtered data to a spreadsheet, select export:

    1. Specify where you want to save the file.

    2. Enter a name for the file.

    3. Select Save.