B-10 - Managing your tasks

Description: 

How to view, search, filter, and complete your tasks.

Prerequisites:

• You must have tasks assigned to you.

Steps:

1. Open the Tasks tab. It shows the tasks assigned to you.
2. Search for a task by task name.
3. Filter tasks by Task Status, Project Status, Buyer, or Supplier.
4. Sort tasks by Task Name, Task Status, Project Status, or Supplier.
5. Click into a task to review and complete it.
6. Secondary to this, the task can also be found within the Project Summary Page

The buyer Tasks tab with the KPI counts, search, filter, and sort controls.

Tips and best practice:

• A task goes On Hold when a query is raised against it. You can open any on-hold task, and as a buyer you can complete an on-hold task if it's assigned to you - open queries do not block you from completing it.

Related guides: B-09, B-11, R-02, R-03