View Tasks and Sub-tasks

You can view a task to see the attributes, and take action on the task. The information displayed on the View Task page depends on the entity associated with the task or sub-task.

To view a task or sub-task:

  1. Open the View Task page by doing one of the following:

    ◦ On the home page, click My Tasks and click a link for a task for which you are the primary assignee or the assigner.

    ◦ Navigate to the attributes page of any entity associated with a task, click Tasks or Sub-Tasks and click any link for a task or sub-task.

  2. Do any of the following:
Option Action
To modify the task attributes: Click Create.
To delete the task or sub-task: Click Delete.
To copy the task URL to the Clipboard: Click Copy URL. A message confirms the URL has been copied.
To copy a task and associated sub-tasks: Click Copy.
To move a task and associated sub-tasks: Click Move Task.
To update tasks using the Update Task wizard: Click Edit.
Option Action
To add, modify, view, or delete sub-tasks associated with the task: Click Sub-Tasks.
To add, modify, view, or delete references associated with the task: Click References.
To add, modify, view, or delete notifications associated with the task: Click Notifications.