You are here: Edit Mode > Customizing your Settings > My Tasks Tab

My Tasks Tab

A task is a piece of information related to activities in EPiServer CMS, activities that usually require some kind of action. Tasks can be assigned either to an entire group of people or to individuals. A typical example is a page that is set as “Ready to publish” by an editor without publishing rights. A task will then be created with a link to the page, available for review and publishing by someone with publishing rights.

Tasks can be created automatically by the system, or manually by users inside the Edit mode. Tasks can be assigned to individuals or to a group of users. Tasks are displayed under the My Task tab in the left column in Edit mode, or from the Action Window, which is available as a button in the upper right toolbar.

Tasks can be made available as gadgets on the OnlineCenter dashboard. This way you can get quick access to important actions to be done on your website. Find out more about the My Tasks gadget in OnlineCenter.

On the My Tasks tab in Edit mode, you will find a list of the various tasks you or your group have been assigned. All editors can have tasks assigned to them personally or to an entire group. The system also identifies which pages you have edited, saved and published.

This information is compiled under the following headings:

Not Published. Pages you have saved but not yet published. It is easy to keep track of whether you have forgotten to publish pages by looking under this heading. In order to continue working on the page, select the name of the page listed under the heading Not published.
Personal Tasks. Tasks that somebody has allocated to you personally.
Group Tasks. Tasks that somebody has allocated to the group you belong to. Click the name to see who allocated the task to you and what it involves. The task opens in the Action Window on the right in the web browser.
Ready to Publish. Pages that an editor without publication rights has submitted for publication. The editor-in-chief can review the pages to approve for publication by clicking the name of the page. The editor-in-chief can find the pages that the editors have submitted for approval here. The editor-in-chief reviews the page, and approves it by clicking Publish.
My Assigned Tasks. Tasks that you have allocated to others.
Permanent Edit. Pages that you have set as in use, see "Options for Editing". When you disable

By pointing towards the options shown on the My Tasks tab, you can see who created the version and when, plus the search path to the page.

Creating a Task

In the Action Window in EPiServer CMS you can create and allocate tasks to others as follows:

From the Tools menu, open the Action Window and select Create New Task.
Type the name of the task.
Select a due date to finish the task, if applicable.
Select an individual or group to which to allocate the task.
Type a brief description about the task and what the individual/group has to do.
Click Save.

Carrying Out an Assigned Task

Allocated tasks are shown on the My Tasks tab as follows:

Tasks that have been assigned to you personally are shown under the heading Personal Tasks for you to take action.
Tasks that have been assigned to your entire group are shown under the heading Group Tasks, and someone in the group must act on the task.

Carry out a task as follows:

Select the My Tasks tab.
Click the task to be carried out, and to see who allocated the task to you and what it involves. The task opens in the Action Window on the right in the web browser. Different fields enter are shown in the Action Window depending on what type of workflow it is. Normally a comment box is shown, in which you can type comments. You have the following options:
- Select a status for the task, type a comment if applicable and select Add. When you are done, click Save. You can also click Refuse to send back the task to the person who allocated it. By clicking Settings you can change or delete the task.
- If you have been assigned a task via a workflow, type your comments and click Send. If you have entered your e-mail address in your user account, the task will also be sent to you by e-mail..
When the task is complete, it disappears from the My Tasks tab.