Using your Tasks
Modified on: Tue, Aug 27 2024 8:53 AMYour My Tasks includes notifications of tasks, approvals, due dates, and other items sent to you as part of your organization’s business processes. You can access your My Tasks using your desktop/web browser or mobile device.
DESKTOP
View Your Tasks
1. Click the My Tasks icon near your Profile icon.
2. Click the Actions tab to view your business process tasks, approvals, and to dos.
3. Click the Archive tab to access the status of any business process in which you have been involved.
Delegate Your Tasks
Workday allows you to delegate your tasks to a colleague if you are unable to perform the actions yourself due to time off or a leave of absence.
From the Actions tab:
1. Click the More icon, then My Delegations.
2. Click Manage Delegations.
3. Enter the Begin Date and End Date for the delegation.
4. Select a user to delegate your tasks to in the Delegate field.
Note: If you are only delegating tasks, leave the Start On My Behalf field blank. This option is for delegating the initiation of business processes.
5. In the Do Tasks On My Behalf field, select whether to delegate all business processes, specific business processes, or none of the above.
6. Select the Retain Access to Delegated Tasks in My Tasks checkbox to view and modify your My Tasks while delegated.
7. Select a Delegation Rule if you are delegating a business process.
8. Click Submit. A confirmation displays. Depending on your organization’s security settings, additional approvals may be required.
9. Click Done.
Note: Select the Business Processes Allowed for Delegation tab from your My Delegations page to view which business processes you can delegate.
MOBILE
View your Tasks
My Tasks is your personal activity stream. It includes Actions (e.g.,
Approvals, To Dos) sent to you by your organization’s business
processes.
From the navigation bar:
1. Tap the My Tasks icon.
2. Tap the Actions or Archive tab to access the corresponding
information. You can filter Actions by tapping the filter
pull-down menu.
3. Select an item to view more details.
Delegate your Tasks
Workday allows you to delegate your tasks to a colleague if you
are unable to perform the actions yourself due to time off or a leave of
absence.
Note: You can only delegate tasks on a task-by-task
basis using the Workday Mobile application. In order to
delegate all tasks within a certain time frame, you
must use Workday on a web browser.
From the navigation bar:
1. Tap the My Tasks icon.
2. Select an item to view more details.
3. Tap More > Delegate Task.
4. Select a user to delegate your task to in the Proposed Delegates
field.
5. Tap Submit.