My Tasks

The My Tasks dashlet displays key attributes related to the task such as activity type, activity subtype, activity record name, study name, site name, task/workflow step completion due date, site visit name, site name, study name, visit end date, task/workflow step completion due date etc.

My Tasks Views

To configure the My Tasks dashlet views, follow these steps:

1. Go to either the My Assignments or Completed tab and select List View to display the tasks in a list format.

   

2. Select Card View to display your tasks in a card-style layout.

   

My Tasks – Filters

To apply filters to the My Tasks dashlet, follow the steps below:

1. Click on the following filter dropdown.
   1. Study
   2. Record Type
   3. Created Date
   4. Due Date
2. Select the filters and click Apply.

   

My Tasks – Details

To open the list of tasks in a different modal window, click on the Details button on the Activities dashlet.