Task Scheduler - Group Inbox Screen
The Group Inbox screen in WorkflowManager displays
the task(s) that are available to your work group or
department but have not yet been assigned to a specific
individual. The task name and the name of the associated
project are displayed as well as task due date, priority
assignment, estimated hours for completion, and the Primary
contact. Tasks that are displayed on this screen are
available to be claimed by a member of the respective
team.
The Group Inbox screen is one of the three main screens
(tabs) when you enter WorkflowManager
To access the Group Inbox:
- Enter WorkflowManager and click on the Group Inbox
screen.
Using the Group Inbox screen you can:
- Claim a task.
- View the details of a task.
- View the details of the task's project
- Open the Primary contact's digital file in
ContactManager
To navigate from the task to its respective project, click on
the specific task then click on the "Open this Task's
Project" toolbar icon or use the right-click menu
selection.
To open the Primary contact's digital file click on the
specific task then click on the "Open Primary Contact"
toolbar icon or use the right-click menu selection.
You can adjust the list column order, column width, and list
sort order for your personal preferences.
Introduction
Welcome to WorkflowManager