Workday Basics: Task Status Review
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.
Recommendations:
- The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.
- For assistance or training using these procedures, email XXX at xxx@xxx.edu.
Considerations by Institution
- None.
Icons Referred to in This Document
Home |
Related Actions |
Notification |
My Tasks |
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.
- To access this page, select the View Details on the pop up.
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Workday Basics: Task Status Review
- The View Details page displays.
- Review the View Details page to learn about the status of the task in progress.
- 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.
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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.
- To access task status, select My Tasks located in the top right corner of the Workday.
- 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.
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