Working With the Tasks and Tasks Pagelet

Page Name	Definition Name	Usage
Personalize Tasks Page	EO_PE_TASK_PREF	Set display preferences for your Tasks pagelet.
Task Details Page	EO_PE_TASK_DTL	Add personal tasks to your Tasks pagelet. View and edit personal task details.
Tasks Page	EO_PE_TASK_LIST	Manage your personal tasks in a real-time view. Relevant worklist task updates display on this page after the Worklist Replicate process is run.

The Tasks pagelet is a delivered pagelet that displays a consolidated list of all of your action items and tasks based on the preferences that you specify for the pagelet. The Tasks pagelet and related pages provide you with access to personal tasks, worklist items, and action items that are assigned to you. Personal tasks are those tasks you add to your task list using the Task Details page. Worklist items are those tasks that have been routed to you by way of PeopleSoft Workflow. Action items are those assignments that are related to a PeopleSoft Interaction Hub action item list.

Note: The Tasks pagelet displays only items associated with the current user signed in to the system.

See the product documentation for PeopleTools: Applications User's Guide

Use the Personalize Tasks page (EO_PE_TASK_PREF) to set display preferences for your Tasks pagelet.

Navigation:

Click the Customize Tasks button on the Tasks pagelet.

Field or Control	Description
Tasks Displayed	Specify the type of tasks that display on your Tasks pagelet. All Action Items — Select to display all action items assigned to you. All Personal Tasks — Select to display all your personal tasks. All Tasks — Select to display all tasks, worklist items, and action items assigned to you. All Worklist Items — Select to display all worklist items assigned to you. Open Action Items — Select to display all action items that are open or active. Tasks with a status of complete or cancelled are not considered open, and therefore do not display. Open Personal Tasks — Select to display all personal tasks that are not complete. Open Tasks — display all tasks, worklist items, and action items that are open. Open Worklist Items — Select to display all worklist items that are not complete.
Max Number of Displayed Rows (maximum number of displayed rows)	Specify the maximum number of tasks you want to display on your Tasks pagelet. If you do not select a value, all matching tasks display.

Field or Control

Description

Tasks Displayed

Specify the type of tasks that display on your Tasks pagelet.

All Action Items — Select to display all action items assigned to you.
All Personal Tasks — Select to display all your personal tasks.
All Tasks — Select to display all tasks, worklist items, and action items assigned to you.
All Worklist Items — Select to display all worklist items assigned to you.
Open Action Items — Select to display all action items that are open or active. Tasks with a status of complete or cancelled are not considered open, and therefore do not display.
Open Personal Tasks — Select to display all personal tasks that are not complete.
Open Tasks — display all tasks, worklist items, and action items that are open.
Open Worklist Items — Select to display all worklist items that are not complete.

Max Number of Displayed Rows (maximum number of displayed rows)

Specify the maximum number of tasks you want to display on your Tasks pagelet. If you do not select a value, all matching tasks display.

Access the Tasks pagelet on the portal homepage.

Use the Tasks pagelet to review your personal tasks, worklist items, and action items assigned to you.

Field or Control	Description
	Indicates a worklist item.
	Indicates an action item.
	Indicates a personal task.
	Appears for a worklist task that you have not yet accessed.
	Appears for a personal task or worklist item that is overdue.
	Appears for a task when it has an associated file attachment.
Task	Displays the name of the task: Click a personal task to access the Task Details page on which you can view and enter detailed task information. Click a worklist task to access the associated transaction page. Click an action item to access the Action Item Details page
Due	Displays the due date defined for the task. Tasks in the Task pagelet are sorted by due date.
Status	Displays the status of the task. Note: The Status column does not display if your Tasks pagelet is in a narrow page column. If this column does not display, you may view it by accessing the Tasks page, which displays all available task description columns.
Priority	Displays the priority of the task. Note: The Priority column does not display if your Tasks pagelet is in a narrow page column. If this column does not display, you may view it by accessing the Tasks page, which displays all available task description columns.
Add a Task	Click to access the Task Details page on which you can add a personal tasks to your task list.
Show All/Enhanced... or More...	Click to access the Tasks page on which you can view and access details about your personal tasks, worklist items, and action items.

Use the Task Details page (EO_PE_TASK_DTL ) to add personal tasks to your Tasks pagelet.

View and edit personal task details.

Navigation:

Click the Add a Task button on the Tasks pagelet.
Click a task link on the Tasks page.

Field or Control	Description
Task	Enter the task name.
Due Date	Enter the due date of the task.
Status	Select a task status. Complete — Select for a task that has been completed. Selecting this value makes the task inactive. Inactive tasks do not display in open status views on the Tasks pagelet and Tasks page. In Process — Select for a personal task that has been started, but not completed. New — Select for a new personal task. On Hold — Select to place a task on hold.
Priority	Select a priority for the task: High, Low, or Medium.
Task Description	Enter a description of the task.
File Name	When an attachment is present, select the file name link to open the file.
Delete	If an attachment is present, click this Delete button to delete the attachment.
File Description	Enter a description of the attachment.
Add File	Click to add an attachment. Note: Unlike action items, you can add one attachment only to tasks.
Save	Click to save the current task.
Delete	Click to delete the current task. You will are prompted to confirm the deletion.

Use the Tasks page (EO_PE_TASK_LIST) to manage your personal tasks in a real-time view.

Relevant worklist task updates display on this page after the Worklist Replicate process is run.

Navigation:

Click the Show All/Enhanced... link or the More... link in the Tasks pagelet.
Click the Return to Tasks link on the Task Details page.

Use the Tasks page to manage your personal tasks, worklist items, and action items assigned to you. The Tasks page displays the same items available to you in the Tasks pagelet.

Field or Control	Description
View	Specify the type of tasks that display on the Tasks page: All Action Items — Select to display all action items assigned to you. All Personal Tasks — Select to display all your personal tasks. All Tasks — Select to display all tasks, worklist items, and action items assigned to you. All Worklist Items — Select to display all worklist items assigned to you. Open Action Items — Select to display all action items that are open or active. Tasks with a status of complete or cancelled are not considered open, and therefore do not display. Open Personal Tasks — Select to display all personal tasks that are not complete. Open Tasks — display all tasks, worklist items, and action items that are open. Open Worklist Items — Select to display all worklist items that are not complete.
	Indicates a worklist item.
	Indicates an action item.
	Indicates a personal task.
	Appears for a worklist task that you have not yet accessed.
	Appears for a personal task or worklist item that is overdue.
	Appears for a task when it has an associated file attachment.
Task	Displays the name of the task: Click a personal task to access the Task Details page on which you can view and enter detailed task information. Click a worklist task to access the associated transaction page. Click an action item to access the Action Item Details page
Due Date	Displays the due date defined for the item.
From	Displays the user who created the item.
Status	Displays the status of the item.
Priority	Displays the priority of the item.
Add a Task	Click to access the Task Details page on which you can add a personal tasks to your task list.
Routed Task Details	Click to access the Worklist page showing the details of your worklist items. See the product documentation for PeopleTools: Applications User's Guide, “Using Workflow,” Sending and Receiving Notifications, Using Worklists to Receive Notifications.

Working With the Tasks and Tasks Pagelet

Pages Used to Work With Tasks and the Tasks Pagelet

Understanding Tasks and the Tasks Pagelet

Personalize Tasks Page

Tasks pagelet on the portal homepage

Task Details Page

Tasks Page