Oversight Tasks tab

Use the Oversight Tasks tab to view a summary of work that is assigned to people in your area of responsibility.

If you have access to an Oversight Tasks tab, you are designated as someone responsible for a workflow. Workflows generate tasks that you see on the Oversight Tasks tab and your own My Tasks tab. These workflows are guiding a task through a defined business process. For example, a workflow guides how Issues are reviewed and finished. The assignees and options on the Actions button change as an object moves toward completion of its process. A workflow can have none, one, or many oversight users.

Although the layouts of the My Tasks tab and the Oversight Tasks tab are similar, the content and purpose are different. The My Tasks tab summarizes tasks for a single assignee while the Oversight Tasks tab summarizes tasks for many assignees under one oversight user. As an oversight user, you use it to get an overview of the work assigned to people on your team, assess the overall workload, and drill down to the workloads for specific individuals. All users have an Oversight Tasks tab but the tab is empty if you are not designated as an oversight user in a workflow.

The Oversight Tasks tab has two parts:
  • Chart
  • Grid
Figure 1. Example of the Oversight Tasks tab
An example of the Oversight Tasks tab that shows tasks for your assignees
The chart summarizes tasks that belong to people in your area of responsibility. You can:
  • Filter the data
  • Control how the data is stacked in each bar by changing Stack by
  • Hover over a bar to view a summary of the underlying data
  • Select Stage Due Date or Workflow Due Date to change the date view
  • Select Week, Month, or Year to change the date view

The grid lists tasks that belong to people in your area of responsibility. In the grid, you can click a user that is displayed in the Assignee column. The list and chart change to show only tasks that are assigned to that person. You can get an overview of their workload and work that is overdue.

You can also select an object by clicking the Name. The object opens and, if you have access to the task, you can begin working on it.

When you apply a filter, you can control what tasks are included in both the chart and the grid. You can filter tasks that use the following selection criteria: Criticality, Workflow Name, Stage, and Type. For example, you can choose to include only tasks whose Criticality is High. Tasks that do not match the filter are excluded from the chart and the grid.

The Complete task with bulk workflow actions window is displayed if the feature is configured and you have workflow items that belong to you as an oversight user. For more information, see Completing bulk workflow actions in a Grid View.

The content and layout of the Oversight Tasks tab is configured for you and cannot be changed.