My Tasks - adding document task filter
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03-13-2025 01:18 AM
hi All,
we have recently introduced filter in "My Tasks" tab in the Employee Center. At the moment, it only filters out approvals and Workday tasks for some time off/leave of absence, job change and requisition request. In "My Tasks" we also have some document tasks (to either fill in, sign or review the document) and I would like to add this under filter too, so user can easily filter out document tasks out of all the others.
- I have created a "To-do filter" called "Document task" (screenshot "filter4") which is nicely showing under "Task type" in the Filter in Employee Center "My Tasks" tab (screenshot "filter") as I associated it with the "Task type" category;
- I have linked my "To-do filter" called "Document task" with some OOTB "To-do config filter conditions" (screenshot filter5") - not sure if that is needed?
- I have created a "To-do config filter condition" called "HR Document Task" (screenshot "filter2") without any conditions, as I'd like to get all document tasks
- My "To-do config filter condition" called "HR Document Task" is linked to the OOTB "To-do Configuration" called "Document Tasks" (screenshot "filter3")
I am a bit lost of what should be linked with what in order for the Filter to work and show all document tasks, without any conditions. I'll be grateful for any advise.
Kaja