About the Tasks Page

The Tasks page provides a quick view of tasks for which you are the task owner. From the Tasks page, you can access task details, launch a PDF form, open the fields of an information request, and mark tasks complete.

If you access the Tasks page through one of the task activities links on the My PeopleFluent page, the page displays only those tasks that meet predefined criteria.

To open the Task Details page, click the task name. If you have access to the New Hire Profile page for a new hire, you can click the new hire's name to access the list of tasks associated with an engagement.

One of four interactive icons will appear in the Type column:

Table: Task Type Descriptions

Icon

Description

Information Request Task: Click this icon to launch the Information Requests page where you can enter information to populate the new hire's data.  For more information, see Enter Information Requests.

PDF Form Task: Click this icon to launch the PDF form associated with the task. If the task is not completed, you will be able to enter data in the form. For more information, see Enter Data in PDF Forms.

Read-only Task: Click this icon to launch the Task Details page.

HTML Form Tasks: Click this icon to launch the Task Details page.

If you assume ownership of this type of task, this task may appear in your list of "My Tasks."  However, you cannot access the actual form that is associated with this task.

For this reason, PeopleFluent recommends that you do not assume ownership of this type of task and that you do not reassign the HTML form task to any other user but the new hire.

 

Additional Information

Task Details

Task Groups

Task Statuses

Table Settings