Task Only Action Center

Overview

The Action Center puts all of your tasks right at your fingertips, making it easier than ever to manage your population. The Task Only Action Center, allows users with the Access Level of Task Only to view and complete all of their tasks in one place. Users will have robust searching, filtering, and sorting capabilities to help them work more efficiently.

The Task Only Action Center operates in a similar manner to our core Action Center, but with paired back functionality to make sure that users are only seeing the data they need to.

Data Points

Upon log in, users will see 7 data points:

1. Name – The Candidate’s full name.
   1. Display – Last, First Middle
   2. Sorting – Text by Last, First, Middle
   3. Filtering – Text using Contains
2. Process Flow – The process flow the task is a part of.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Pick list with text to filter
3. Location – The location that is assigned to the candidate during process flow assignment.
   1. Display – Text
   2. Sorting – Text by Location
   3. Filtering – Pick list with text to filter list
4. HR Activity – This is the name of the task that needs to be completed
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Pick list with text to filter
5. Assigned To - This is who the task is assigned to. Note that this should be the user's name.
   1. Display – Text
   2. Sorting – Text
   3. Filtering – Pick list with text to filter
6. Due Date – The date the process is due. (n.b. this is not Candidate Due date)
   1. Display – mm/dd/yyyy
   2. Sorting – Date
   3. Filtering - Date using Equals, Greater than, Less than, Not equal, In range Blank, Not blank
7. Action - Selecting this allows the user to complete the task.

Completing a Task

1. Select "Complete Task" in the "Action" column
   1. By default this is the furthest column to the right.
2. Mark off the to-dos.
3. Once the task is complete it will be removed from the Action Center.