The Task and Reminders widget in the Landing Experience displays a clear view of quick workflow notifications, assignment and company reminders, and/or checklist tasks for a Resource.
The current date is displayed in the widget header. If the current user is designated as a Resource in the system, his or her items are displayed by default upon logging into the system.
When viewing this widget as an internal user, an option in the header allows to view associated Task and Reminders from other resource.
Items assigned to other Resources can be viewed by selecting the Resource from the Resource Picker in the Title of the widget.
The resource picked can be hidden by removing the View access right for the <Tasks and Reminders Widget - Resource Selector> screen section rights.
Functionality
The Task and Reminders section are collapsible and expandable by clicking section title or on the arrow button. Marking Tasks and Reminders as complete can be done by clicking on the checkbox on the left side of the record.
Note, only one selection can be expanded at one time and sections with no information will be hidden.
Records on the widget have links to the Employee, Assignment, and/or associated screens. Users can be quickly directed to the relevant page to perform and/or complete their tasks by clicking on the links.
The visibility of the sections of this widget can be controlled. Click the settings icon
at the upper right of the widget and a pop-up window will open.
Enable or disable the checkbox according to your requirements and click
to save the changes.
Company checklist tasks along with their status and due dates will also appear on the Tasks and Reminders widget if the user has the appropriate security rights and is assigned to a corresponding company checklist task.
Things to note
Security
All users have viewing access right for the <Tasks and Reminders Widget - Resource Selector> screen section rights. By removing the viewing access to the <Tasks and Reminders Widget - Resource Selector>, this restricts users from seeing other resources tasks and can prevent them from seeing sensitive information. Note that this section screen right applies only to the Landing Experience Tasks and Reminders Widget.
External Clients will not have access to view the resource picker even if view access is granted in the “Tasks and Reminders Widget - Resource Selector”.
Security rights are applied to user roles. Ensure that users have access to certain screens associated to this widget or access will be denied.
General
Notifications (banner alerts) from Quick Workflows are shown in the Notifications section.
Relocation/Assignment Reminders set for the selected Resource will display within the Reminders section.
Tasks are sorted by due date, the closest due date will be at the top of the list.
For Tasks and Reminders sections - Similar to the old version of the widget, Users can change Due Date, change Sort Order: Date Completed, Date Started, Employee, Status and Title as well as uncomplete tasks and reminders (when viewing completed items).
For Tasks section only - Currently, users can unstart the task, link to view checklists, link to view Task details and have filter options to show/hide - Started Tasks, Unstarted Tasks, Completed Tasks, Company Name.
For Reminders section only - Currently, users have filter options to show/hide - Completed Reminders and Company Name.
All preferences persist for the specific user viewing the widget after signing out.