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Tasks

Looking to approve (or reject) a task? Here's everything you need to know.

Viewing Your Pending Tasks​

There are many "lenses" you can view your task through. The two main lenses are through 3DSpace and Dashboard - each has it's own area to see a list of your tasks.

For Dashboard (which is the recommended "lens" to use), utilize the Collaborative Tasks widget, which will display all of your tasks in a kanban style board. You can customize the board view as you see fit, as well as filter the tasks to narrow down your view. For 3DSpace, utilize the Tasks tab in the Collaboration and Approvals app. Space and Dashboard Tasks List

🌟Pro Tip🌟

Utilize the "Filter by: Due Date" to organize your tasks in the Collaborative Tasks dashboard, making it clear which ones need to be completed now! Tasks Filtering

Viewing Associated Content of Task, Approving/Rejecting Your Task​

There are a handful of ways to approve/reject a Change Action, depending on how you use the platform. You will get a notification that you have a new task and can access the approval route from there, you will get a new task in the Collaborative Tasks widget, and you can also view the task directly in the CA. Any method will do the same thing - approve or reject a task for a Change Action. Below is a demonstration of how you can see a list of your pending tasks, and open the associated CAs in the Dashboard and approve. For information on how to access and use Dashboards, go here: Dashboard Training

This demo shows how to view all pending tasks and how to approve them, from both Dashboard and Space.