My To-Do
What appears in your queue
The queue includes direct assignments, tasks available to one of your roles, and qualifying work delegated to you. Open the related process when you need its state, history, attachments, or other work before acting.
An email or notification may instead open the focused Process Work page. It combines the transition named by the link with your approvals and tasks for that process. My To-Do remains the place to review your complete current queue.
Role work is shared work. Claim a claimable task before completing it so colleagues can see who accepted responsibility. A direct assignment identifies an intended owner; a role assignment lets an eligible group member take the work.
Record a useful completion
Enter an external reference when one exists and add a short note explaining the result. Use durable references such as a document ID, ticket number, approval record, test result, or customer case number. Completion confirms the task was performed; return to the process detail page to record any approval, release, cancellation, or other lifecycle decision.
Review due and high-priority work regularly. If a task cannot be completed, use the process's rework, exception, or escalation path instead of completing it simply to clear the queue.
My To-Do is the focused work queue for process tasks assigned directly to you, assigned to one of your roles, or delegated to you.
Complete work
For each task, enter an evidence or external reference and an optional completion note, then select Record and complete. These values become part of the process record and are visible on the process detail page.
Tasks assigned to a role can be claimed by a member of that role. Claiming makes ownership explicit before the task is completed.
Completing a task records the work; it does not necessarily transition the process. Use the process detail page to take the next authorized lifecycle action when applicable.
Prioritize The Queue
Start with overdue and high-priority items, then review work approaching its due date. Consider the process state as well as the task date: one small task may be blocking an entire approval or customer commitment. Open the process before acting when the task name alone does not provide enough context.
Role-assigned work can appear for several people. Claim it when you accept responsibility so colleagues do not duplicate the effort. If you claimed an item and can no longer complete it, follow the team’s reassignment or escalation practice rather than leaving it silently in progress.
Write Evidence Others Can Use
A useful reference is stable, specific, and accessible to the intended reviewer. Prefer Ticket INC-1042 — resolved 2026-10-01 over see ticket, and identify the relevant version or result when a source record can change. In the note, state the outcome and any exception that affects the next decision. Avoid copying large amounts of source data when a durable reference is sufficient.
When Work Is Missing Or Unavailable
An item may leave the queue because another eligible person completed or claimed it, the process moved to another state, the assignment changed, or a delegation ended. Refresh the queue and open the process history for the current facts. If a task remains open but is not visible to an expected user, an administrator should check tenant membership, role assignment, direct assignment, delegation dates, and the task’s current state.
Never mark unfinished work complete merely to remove it from the queue. Use the configured rework, exception, rejection, or escalation outcome and explain what prevents completion.