Working with the Tasks Pagelet


Concept


Steps:

  1. Begin by navigating to the Personalize Content page.

     

    Click the Content link.

    Step 1
  2. Use the Personalize Content page to select the pagelets that you want to appear on your homepage. Optionally, you can personalize the name of your homepage tab and add a welcome message.

     

    In this example, you will add the Tasks pagelet to your homepage.

    Step 2
  3. Click the Tasks option.

    Step 3
  4. Click the vertical scrollbar.

    Step 4
  5. Click the Save button.

    Step 5
  6. The Tasks pagelet provides convenient access to your tasks across your portals, sites, and workspaces. The Tasks pagelet and related pages provide you with access to action items, personal tasks, and work list tasks.

     

    In this example, the Tasks pagelet displays three action items.

    Step 6
  7. Select one of your action items.

     

    Click the Contact Environments on database issue link.

    Step 7
  8. The Action Item Details page is used to add or modify an action item for an action item list. The Action Item Details page enables you to specify the description, priority, due date, and to whom the action is assigned, as well as add additional information in the form of file attachments or managed content.

     

    In this example, you will update the status and progress remarks for your action item.

    Step 8
  9. Click the Status list.

    Step 9
  10. Click the Completed list item.

    Step 10
  11. Click in the Progress Remarks field.

    Step 11
  12. Enter the desired information into the Progress Remarks field. For the purpose of this example, the text will be entered for you to save time.

     

    Click in the Progress Remarks field.

    Step 12
  13. Click the Save button.

    Step 13
  14. Click the Home link.

    Step 14

You have completed working with the Tasks pagelet.

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