This documentation supports the 9.1 version of Remedy IT Service Management Suite.

To view the latest version, select the version from the Product version menu.

Task Management

Tasks can be created and assigned to users for a variety of functions, covering simple 'to do' notes all the way through to data quality checks and content change requests. Each user then has the ability to manage both tasks they've requested, and tasks assigned to them, through their Timeline. Alternatively, you may access the Task Management list through a Discussion Streams. For more information, see Comments, Tasks, and Decisions.

Accessing Tasks

In order to assess and complete your tasks you'll need to access the Task Management page. To do this, open the Tasks list through the Left Side Navigation or change the layout of your Timeline to the Task Management view. If you want to see a Discussion Stream's tasks, change the layout of your stream to the TaskManagement view.

You will now be able to see your task list.

Task Controls

Once on the Task Management page, you'll be able to view all of the tasks you're associated with. Using the options to the left of the task list, you will be able to restrict the tasks your viewing using the following options.

OptionDescription
Due

This allows the user to view tasks by their due date, within one of the following ranges:

  • Today
  • Next 7 days
  • Next 30 days
  • All time
New

This allows the user to view tasks by their creation date, within one of the following ranges:

  • Today
  • Last 7 days
  • Last 30 days
  • All time
Updated

This allows the user to view tasks by their last update date, within one of the following ranges:

  • Today
  • Last 7 days
  • Last 30 days
  • All time
Assigned

This allows users to view tasks based on their association with them:

  • Assigned to me
  • My Requests

Filtering Tasks

In order to quickly locate a specific task, there a range of filter options you can use. 

OptionDescription
SearchThis search allows the user to narrow down the events they see in their feed, in order to locate specific posts or pieces of content.
Sort

This option allows the users to specify which column the task list is sorted by:

  • Due
  • Type
  • Status
  • Priority
  • Assigned To
  • Requestor
  • Stream

Priority

This option allows the user to specify the tasks they see based on the priority assigned to them:

  • All
  • Low
  • Medium
  • High
Status

This option allows the user to specify the tasks they see based on their current status:

  • All
  • Assigned
  • In Progress / Discussion Stream
  • Review / Proposal
  • Complete
  • Rejected
Favourite FlagThis option allows the user to restrict the items they are seeing just to ones they have marked as favourite or "flagged".
ResetThis option allows the user to clear all the above items, resetting their timeline feed to show everything.
LayoutThis option allows the user to specify which layout they look at on the page. They will be on the Timeline layout to see their event feed.
ConnectionsThis option opens the Connections panel on the right of the screen, allowing the user to explore people they are connected to in the system and to establish new connections.
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