Tasks Page Configuration module
Summarize
Summary of Tasks Page Configuration module
The Tasks Page Configuration module allows administrators to manage the Tasks section in the classic user interface landing pages of workspaces. It is designed for users with thesngrcworkspace.taskadminrole, which is typically assigned to GRC administrators. This module enables the configuration of workspace data views, including tasks and filters.
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Key Features
- Role-Based Access: Only users with the sngrcworkspace.taskadmin role can modify the Tasks landing pages.
- Customizable Tabs: Administrators can add, remove, and prioritize tabs in the Task Configuration record, impacting how users navigate tasks.
- Dynamic Filtering: Filter conditions can be applied at both table and state levels, allowing users to view specific task data based on their selections.
- Customization Options: Admins can update names, descriptions, and titles for task records and modify column names and filter conditions.
- Pre-configured Tabs: Default tabs such as 'My pending tasks' and 'My group's tasks' are available for Audit, Compliance, Privacy, and Risk workspaces.
Key Outcomes
By utilizing the Tasks Page Configuration module, administrators can tailor the task management experience for users, ensuring relevant tasks are easily accessible and organized. This customization enhances user productivity and streamlines task management across various workspaces.
The Tasks Page Configuration module in the classic user interface displays the configurations related to the Tasks section in the landing pages of the workspaces. The configurations in the Tasks Page Configuration module help the users to view the data in different workspaces.
Only users with the sn_grc_workspace.task_admin role can configure the Tasks landing pages for the workspaces using the Tasks Page Configurations module in the classic user interface. The administrators are assigned the sn_grc_workspace.task_admin role by default.
GRC administrators perform task page configurations, including the workspaces, tabs, and filters configurations in this module. Based on all the filter conditions that are applied at table levels or state levels, the users can view the data in the Tasks landing page in the workspace.
In the homepage view of the workspace, the widgets displayed about the tasks such as My tasks and My group's work are configured using the UI Builder. Clicking these widgets in the homepage view directs the users to the Tasks page in the workspace.
- My pending tasks
- My group's tasks
- My items
- Watchlist
Starting with GRC: Common Workspace Elements application version 14.x, the administrators with the sn_grc_workspace.task_admin role can add or remove the tabs in the Task Configuration record. They can also prioritize or order the tabs in a sequence. When a tab is created in the Task Configuration record under the Tasks Page Configuration module, it is displayed in the workspace UI.
The task administrators can change the order of the tabs in the UI. If the same order is configured for two tabs, the tabs are displayed in an alphabetical order.
- Update the name and description of the record in the classic user interface. Only administrators can view this data in the classic user interface. End users cannot view this data in the workspace view.
- Update the title of the workspace that is displayed in the Tasks landing page in the workspace. End users can view this data in the workspace view.
- Update the title of the applicable table, filter condition, and column names.
- Update the filter conditions for the tabs.
- Filter the records based on the group selection for the applicable table.
- Add, update, remove, or override the state labels of the tables.
- Update the type of the tab such as group tab or regular tab.