My Tasks → Tasks in the left menu is your personal work queue. It collects every submission where you have something to do, or recently did something, across all your departments.
Task groups#
The page is split into six groups. Each group title shows the number of submissions in it.
| Group | Shows submissions where… | For |
|---|---|---|
| Assigned to me | you are the assigned Level 1 user and the work is not Ready yet. | Submitters, reviewers |
| Waiting assignment | a box of one of your departments is still Not assigned. | Approvers (Level 2) |
| Waiting approval | the Level 1 work is Ready and waits for your approval. | Approvers (Level 2) |
| Completed | you marked your work Ready. | Submitters, reviewers |
| Assigned | you made the assignment. | Approvers (Level 2) |
| Approved | you set the approval status. | Approvers (Level 2) |
The first three groups are your open work and look back two years. The last three are a record of what you did; use the Last N days list (7 days by default, up to 365) to choose how far back they go.
Task cards#
Each submission is shown as a card with:
- the Submission Id, which opens the submission in a new tab;
- the submitting department and the subject;
- the contract value (total of the funds), the vendor and the meeting date;
- a status icon for every department taking part, so you can see at a glance where the submission stands.
A typical day#
- Approvers start with Waiting assignment and assign each new submission to a member of the team.
- Submitters and reviewers work through Assigned to me and mark each submission Ready when done.
- Approvers then work through Waiting approval and approve or decline.
You also receive an email for each of these steps, with a link straight to the submission. See Notifications & email.