Pending Tasks - Manual

ThePending Tasksallow you to centralize all actionable items generated within the platform, including the personal tasks created by each user. Also, from this same space you can directly manage each task, which makes their administration easier and faster.
Below, we explain how to configure and use it:

What will you learn to do?

• Enable or disable the section

• Enable shortcuts

• View and manage your pending tasks

• Configure which tasks you want to receive

Activate Pending Tasks

1. Access Administration >> General Parameters

If you have the appropriate permissions, go to the main menu and selectAdministration (⚙️)in the top right corner.
Within the Administration menu, click onGeneral Parameters.
If you don't see the Administration (⚙️) option, contact your platform administrator so they can help you.

2. Find the pending tasks section

Locate the optionEnable pending tasksand toggle the switch on or off as appropriate.

4. Save your changes:
Click theSavelocated at the bottom-right of the screen.

This will activate/deactivate the section for all collaborators on your platform.

States of the general parameter "Pending Tasks":

✅Enabled:Users will be able to view and manage pending tasks within the platform:

❌Disabled:Pending tasks and their section will not be visible.

📌Important: Disabling the general parameterdoes not deletethe tasks already created; it only hides them until it is reactivated.

Enable shortcuts

If the Pending Tasks general parameter is active and you don't see access to your tasks, follow these steps:

1. Go toOrganizational Development >> Communications >> Settings.

2. In thePending Taskssection, enable the option“Show on the portal”.

3. ClickSave.

View and manage pending tasks

You can access your pending tasks from theshortcut on the main pageor from thebell iconlocated at the top:

Here you will see listed all yourpending approval requestsand thepersonal tasksthat you have configured.

By clicking on a task, you can see more details and perform different actions, such as:

• Requests: Go · Archive

• Personal Tasks: Mark as Done · Delete · Archive

• By clicking onGo, you will be redirected to the corresponding section where you can manage the task.

• By clicking onArchive, the task will be moved to your archived tasks list. You can view them by changing the view fromShow pendingtoShow completed and archived.

• Note: When you archive a pending task, it will only be archived for your user. That is, if other users have the same task and you archive it, they will still see it in their pending tasks.

You can alsounarchivetasks if needed.

Finally, by clicking on thethree dotsin the top-right corner you will be able todownload a reportwith all your pending or archived tasks.

Create personal tasks

In addition to requests generated automatically by the platform, you can also create your own personal tasks to better organize your work.

To do so, simply click on the icon“+”that appears in the tasks view or in the side panel.

Then, complete the following fields:

• Title: briefly describe the task.

• Description: add more details about what you need to do.

• Expiration date: set a deadline to complete the task.
  
  

Once created, you will see it listed alongside your other pending tasks and you can manage it like any other: mark it as done, archive it, or delete it.

⚙️ Configure which tasks to receive

If you have the corresponding permissions, from the settings icon (⚙️), available both in the pending tasks menu and in the shortcut, you can define which types of requests or notifications you want your company to receive as pending tasks. This allows you to customize the experience according to what is most useful for them.

📩 Reminder configuration (notification)

If you want the whole company to receive aperiodic emailwith their pending tasks, you can also configure it.

We invite you to review our article calledHow can I configure the weekly task reminder email?, where we explain step by step how to enable this email and define which types of tasks you want to include in that reminder.

It's a practical way to avoid forgetting anything important and keep the team up to date with their pending tasks.

🤖 This article was translated using artificial intelligence. View original article.