Use the My To-dos page

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 3 minutes to read
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    Summary of Use the My To-dos page

    The My To-dos page in Employee Service Management allows employees to efficiently manage and prioritize their assigned tasks. It consolidates all tasks in one location, enhancing organization and productivity.

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    Key Features

    • My Tasks Tab: Displays all tasks with a count indicator. Tasks are categorized under Open and Completed, with overdue tasks highlighted.
    • Content Requests: Approvers can manage content requests directly from My Tasks, allowing for easy approval or rejection.
    • My Requests Tab: Lists all employee-initiated requests, with filtering options for open or closed statuses.
    • To-do Summary Area: Provides detailed information on selected tasks, including buttons for task completion and activity tracking.
    • Approval Management: Managers receive tasks requiring approvals for various requests and HR cases, with defined thresholds for automatic approvals based on request values.
    • Granular Delegation: Employees can delegate tasks, such as approvals, to others based on specific rules.
    • Approval Templates: Supports informed decision-making with templates for common information and action groups.

    Key Outcomes

    By utilizing the My To-dos page, ServiceNow customers can expect streamlined task management, improved visibility of pending actions, and enhanced collaboration through delegation and approvals. This ultimately leads to increased efficiency and better service delivery within the organization.

    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+.
    Open: After selecting My Tasks, the left side of the form shows the Open and Completed tabs. Lists all to-dos that have not been completed.
    • Required tasks have a Required label and appear in the Open column with the number of days the task is due or past due.
    • When the due date is less than two (2) days or less from the current date, an exclamation point icon (To-dos attention icon) appears to the left of the due date.
    • When the due date is overdue, an exclamation point icon appears to the left of the Overdue text.
    Completed: Lists all tasks that have been completed. The most current completed tasks appear at the top of the list and sorted by time-stamp.
    The status for each open and closed to-do are:
    • Approved
    • Completed
    • Closed
    • Canceled
    • Skipped
      Note:
      The completed status also has a green check mark icon next to it and with information on when the to-do was completed.
    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.
    A content request approval appears under My tasks under the Open column when the content request item is moved to the In Review state.
    After selecting the content request, the content can be previewed, approved, or rejected.
    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.
    To-do Summary Area: To the right of the Open and Completed columns is the To-do Summary Area. When you highlight a to-do, details appear in this area. The To-do Summary Area has two columns:
    • Details: Provides information, buttons, and fields about the task so you can complete it.
    • Activity: Provides information, buttons, and fields about the activity so you can complete it. You can also access activities from the Lifecycle Event Ticket page. For more information, see HR ticket page.
      Note:
      Previously, this tab was the History pop-over.
    Attachments appear at the top of the form.Attachments appear on the top of the form
    Hover over an attachment to see a list of actions you can take:
    • Rename attachment iconRename the attachment
    • Download attachment iconDownload the attachment
    • Delete attachment iconDelete the attachment
    You can also preview image attachments.
    Note:
    Not all attachments can be viewed.
    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 more information, see Configure a service activity for an HR service.
      For example, the base system provides the Tuition Reimbursement Request and Request Corporate Credit Card HR services and they require an approval.
    • 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.
    As an approver, use the templates with common info, primary info, tabs, and action groups to make informed decisions.
    • View the right information based on the approval type.
    • Understand the request tables for better approval experience.
    • Configure and display relevant and sufficient info and widget details.
    • Task configuration provides the following in-context information by default.
    • Delegate the approval or perform quick actions such as Approve or RejectUse approval templates with.
    Understand the approval information available out-of-the-box:
    • Requested for
    • Created by
    • Opened by
    • Delegate this task
    • Requested items
    • Attachments
    • Activity
    • Action group to approve or reject
    Alternatively, you can customize additional fields to streamline the approval workflow further.