Using the My Dashboard Tab

The My Dashboard area of your account helps you track the tasks that you're responsible for. From this page, you can view and access the current and upcoming tasks that you are assigned to as either the User Assigned, Group Lead, Approving Manager, or Second-level Approving Manager.

You can navigate to the My Dashboard page by clicking Compliance > My Dashboard from the navigation panel.

This article explains the information available on the My Dashboard page. See the following sections to learn more. 

Jump to:

Task Completion Progress

My Task Monitor

Approvals

Task Calendar

Task Completion Progress

The Task Completion Progress circle graph shows the percentage of your tasks that are complete out of all of the tasks that have been assigned to you. This percentage includes tasks that you are assigned as either the User Assigned, Group Lead, Approving Manager, or Second-level Approving Manager.

The Tasks Completed percentage includes tasks with Awaiting Approval, Closed Late, and Satisfied statuses. This percentage does not include tasks with Failed or Past Due statuses because these tasks are incomplete.

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My Task Monitor

The categories under My Task Monitor provide a high-level overview of your tasks. Click on the number listed for the category to navigate to the Tasks page and view the applicable tasks.

If you're assigned to a task as the User Assigned, Group Lead, Approving Manager, or Second-level Approving Manager, these categories provide the following details:

1. All Active: Your tasks that are active in the platform and are coming due or are due today. 
2. Due Today: Your tasks that are due today. 
3. Past Due: Your tasks that are in Past Due status.
   
   Note: The Past Due category does not include your tasks that are in Failed status. To learn how to check for Failed tasks, see one of the following articles:

   • If you're the User Assigned for a task, see the Tasks section of our How to Monitor and Complete Tasks article.
   • If you're an approving manager for a task, see the Tasks section of our How to Monitor and Approve Tasks article.

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Approvals

The categories under the Approvals area provide a high-level overview of your tasks that are awaiting approval. Click on the number listed for the category to navigate to the Tasks page and view the applicable tasks.

1. Awaiting Manager Approval: The tasks that you are assigned to as the User Assigned or that are awaiting approval from a Group Lead, Approving Manager, or Second-level Approving Manager.
2. Need My Approval: The tasks that are assigned to you as a Group Lead, Approving Manager, or Second-level Approving Manager, that are currently awaiting your approval.

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Task Calendar

The Task Calendar section on the My Dashboard page provides an easy way to monitor your upcoming tasks. You can click on a task from the calendar to open it.

In the Task Calendar section, you will find the following:

• Tasks that are displayed on their due dates.
• Tasks that you are assigned to as the User Assigned, Group Lead, Approving Manager, or Second-level Approving Manager.
• Tasks that are displayed in different colors based on the legend outlined below.
  
  
  1. Active: This status is displayed if the task is active and the due date is approaching.
  2. Awaiting Approval: This status is displayed if evidence has been submitted and the task has been marked as complete. The task is currently awaiting approval from an approving manager.
  3. Satisfied: This status is displayed if the task was marked as complete before or on the task's due date.
     Note: A task that requires approval will be in the Satisfied status while it is in the Awaiting Approval stage. 
  4. Past Due: This status is displayed if the due date for this task has passed. You can still complete a task once it has reached this status. 
     
     Note: Typically, a task will remain in Past Due status for seven days after the task's due date, before the status changes to Failed. However, this past-due time frame may be adjusted to be shorter or longer for your account. Reach out to your account administrator for more information.
  5. Failed: This status is displayed if tasks have not been satisfied and are now outside of the past-due time frame. You can still complete a task once it is in the Failed status.
     
     Note: If you complete a Failed task, the task status will change to Closed Late. The task will display in a lighter green color on the calendar instead of the Satisfied green color.

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