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Workday Basics: Task Status Review
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Overview
This document details the methods for locating and reviewing the current status within the review process for a submitted task, providing transparency to see where a task is at any given time, who has completed their approvals, actions, or to-dos, and identifying the next person responsible for action.
- The first section, Accessing the View Details Page, addresses how users can learn to whom an open task is routed to immediately after submission.
- The second section, Accessing the My Tasks Archive, describes how to find the current status of a submitted task at any point during the workflow and/or approval process.
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Considerations by Institution
- None.
Icons Referred to in This Document
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Accessing the View Details Page
Note: Once a user successfully completes a task, Workday displays a pop up message with a link to the View Details page, which provides both a record of the task submission, as well as the next steps required (if applicable) for the process.
1.To access this page, select the View Details on the pop up.
Updated on 1/22/2024 1
Workday Basics: Task Status Review
2.The View Details page displays.
3.Review the View Details page to learn about the status of the task in progress.
4.The View Details page includes the following elements:
- Up Next – lists the next approver in the process.
- Details and Processes – provides additional task information when expanded by selecting the down arrow next to the section name.
- Details tab – provides an overview of a user's completed step in a process.
- Process tab – shows completed and upcoming steps in the process.
- Remaining Process button – lists all remaining steps prior to completion of the task.
Updated on 1/22/2024 2
Workday Basics: Task Status Review
Accessing My Tasks Archive to Check Submitted Task Status
Note:
The Archive section of My Tasks allows users to check the status of an in-progress or completed tasks that has been submitted.
1. To access task status, select My Tasks located in the top right corner of the Workday.
2. Select Archive tab in My Tasks.
Note: Each of the elements included in the View Details page step described in the previous section are accessible from the My Tasks Archive.
Updated on 1/22/2024 3