Use the My To-dos page
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Summary of Use the My To-dos page
The My To-dos page in ServiceNow’s Employee Center and Employee Center Pro centralizes task and approval management for users. It enables you and your employees to view, organize, prioritize, and complete assigned tasks efficiently from one place.
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Key Features
- My Tasks Tab: Displays all tasks assigned to you, categorized into Open (active tasks) and Completed (finished tasks). Tasks show due dates with alerts for urgent or overdue items.
- Task Statuses: Includes Approved, Completed, Closed, Canceled, and Skipped, with visual indicators such as green check marks for completed tasks.
- Content Requests: Approvers receive content approval tasks, which appear in Open tasks when ready for review, allowing preview, approval, or rejection.
- My Requests Tab: Shows all requests you have submitted with filters for open or closed requests, ordered by most recent.
- To-do Summary Area: Provides detailed information and actionable buttons for the selected task or activity, including access to attachments with options to preview, rename, download, or delete.
- Approval Management: Managers and designated approvers can handle approval tasks directly from My Tasks or My Approvals, including requests with multiple items and HR cases configured for approval.
- Approval Thresholds: Default approval is required for request items valued at $1000 or more, configurable via the Workflow Editor.
- Granular Delegation: Allows delegation of tasks and approvals to others for specific periods based on rules, enhancing workflow flexibility.
- Approval Workflow: Supports templates and relevant information display for informed decision-making, plus quick actions like Approve, Reject, or Delegate with required comments on rejections configurable through access controls.
Practical Use and Benefits for ServiceNow Customers
- Consolidates task and approval tracking, saving time and improving visibility of assigned work.
- Helps prioritize urgent or overdue tasks with clear visual indicators.
- Supports content approval workflows integrated with task management.
- Enables efficient handling of approvals, including delegation and required comments, to maintain compliance and audit trails.
- Facilitates management of requests and tasks in one user-friendly interface.
- Attachment management within tasks improves context and documentation accessibility.
- Configurable thresholds and workflows allow tailoring approval processes to organizational policies.
Use the To-dos page to review all tasks that are assigned to you and prioritize them.
- My Tasks
- The My Tasks tab on the Employee Center and Employee Center Pro helps you organize your assigned tasks and allows your employees to view all assigned work in one place. The My Tasks tab appears at the top right with the task count. When the tasks are more than 10, tasks count displays 9+.
- Content Request
- A Content Request appears under My Tasks, if you have been assigned as an approver for new content. For more information about content requests, see Requesting content.
- My Requests
- The My Requests tab on the Employee Center and Employee Center Pro shows all the requests you have made. There are filters to show open or closed requests. Your requests display with the most current request at the top.
- Approvals and rejections
- Managers or designated approvers can receive approval tasks under My Tasks in the menu bar in the Employee Center or from My Approvals under Self-Service for
- Requests (REQ): If there are items (RITMs) under a Request (REQ), the items may require additional approvals.
- Requests for items (RITM): The default threshold is $1000 and defined in the Service Catalog Request (sc_request) and found in the Workflow Editor. Any item requested that is $1000 or more requires an approval.
Note:For more information, see Workflow editor.
- HR cases: Some HR cases through their related HR service are configured to require an approval.Note:For example, the base system provides the Tuition Reimbursement Request and Request Corporate Credit Card HR services and they require an approval.For more information, see Configure a service activity for an HR service.
- Granular Delegation: Granular delegation allows employees to delegate their tasks, like approvals, to other employees for specific date and time ranges based on delegation rules.Note:For more information, see Granular Delegation.
Note:By default, approvals do not require a comment. Rejections by default require a comment. Customers can add an access control rule (ACL) that prevents a user from writing a comment for rejections. For more information, see Configure ServiceNow access control.