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Editor: Workspace for creating and managing your policies and procedures
Tasks

Tasks

Learn how to use My Tasks and Delegated Tasks lists.
Bill Butler avatar
Written by Bill Butler
Updated over a week ago

The PolicyCo platform allows an individual user to understand exactly what they are requested to do at any given time from their Tasks areas. An Owner, Policy Manager and Department Manager will have both My Tasks and Delegated Tasks areas. All other users will have My Tasks only, with some caveats (see below). For more on permissions and user roles click here.

My Tasks

The My Tasks area is viewable to all user permissions who have tasks available. However; if the user is a Viewer, Auditor, or Billing and is not an author on any article or procedure, assigned any evidence collection, and is not responsible to sign any documents, this area will not be viewable. The My Tasks area is a snapshot of all activities the user is responsible for.


This includes:

  • Articles in Draft status that the user is assigned to as an Author

  • Procedures in Draft status that the user is assigned to as an Author

  • Articles In Review status that the user is assigned to as an Author AND Policy Manager

  • Procedures In Review status that the user is assigned to as the Author AND Department Manager

  • Evidence in Coming Due status that the user is assigned to as an Assignee

  • Evidence in Past Due status that the user is assigned to as an Assignee

  • Any Signatures required by the user

An Owner has the ability to:

  • View other's tasks by choosing a user from the dropdown menu

  • Sort and Filter Columns

  • Click-through to the task

Delegated Tasks

The Delegated Tasks area is only viewable to Owners, Policy Managers and Department Managers. The Delegated Tasks area is a snapshot of all activities the user is responsible for managing.


This includes:

  • Articles in Draft status that the user is assigned to as an Author OR Policy Manager

  • Procedures in Draft status that the user is assigned to as an Author OR Department Manager

  • Articles In Review status that the user is assigned to as the Policy Manager

  • Procedures In Review status that the user is assigned to as the Department Manager

  • Evidence in Coming Due status that the user is an assigned to as an Author

  • Evidence in Past Due status that the user is an assigned to as an Author

An Owner has the ability to:

  • View other's delegated tasks by choosing a user from the dropdown menu

  • Sort and Filter Columns

  • Click-through to the task

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