Tasks Page Configuration module
Summarize
Summary of Tasks Page Configuration module
The Tasks Page Configuration module in the classic user interface enables users to manage configurations related to the Tasks section within workspaces. This module is accessible exclusively to users with thesngrcworkspace.taskadminrole, typically assigned to GRC administrators, allowing them to configure landing pages for tasks effectively.
Show less
Key Features
- Task Page Configurations: Administrators can configure workspaces, tabs, and filters to tailor the Tasks landing page according to specific requirements.
- Default Tabs: The module includes pre-configured tabs such as My pending tasks, My group's tasks, My items, and Watchlist for various workspaces (Audit, Compliance, Privacy, and Risk).
- Customization Options: Administrators can add or remove tabs, prioritize their order, and update names and descriptions for better clarity in the classic user interface.
- Filter Management: Administrators can set filter conditions based on group selections and adjust state labels for tables to refine data visibility.
Key Outcomes
By utilizing the Tasks Page Configuration module, ServiceNow customers can effectively customize the Tasks landing pages to enhance user experience and streamline task management within their workspaces. Users will benefit from improved data visibility and accessibility, tailored to their specific roles and requirements. The ability to order and filter tabs ensures that relevant information is easily accessible, contributing to efficient task handling and oversight.
The Tasks Page Configuration module in the classic user interface displays the configurations related to the Tasks section in the landing pages of the workspaces. The configurations in the Tasks Page Configuration module help the users to view the data in different workspaces.
Only users with the sn_grc_workspace.task_admin role can configure the Tasks landing pages for the workspaces using the Tasks Page Configurations module in the classic user interface. The administrators are assigned the sn_grc_workspace.task_admin role by default.
GRC administrators perform task page configurations, including the workspaces, tabs, and filters configurations in this module. Based on all the filter conditions that are applied at table levels or state levels, the users can view the data in the Tasks landing page in the workspace.
In the homepage view of the workspace, the widgets displayed about the tasks such as My tasks and My group's work are configured using the UI Builder. Clicking these widgets in the homepage view directs the users to the Tasks page in the workspace.
- My pending tasks
- My group's tasks
- My items
- Watchlist
Starting with GRC: Common Workspace Elements application version 14.x, the administrators with the sn_grc_workspace.task_admin role can add or remove the tabs in the Task Configuration record. They can also prioritize or order the tabs in a sequence. When a tab is created in the Task Configuration record under the Tasks Page Configuration module, it is displayed in the workspace UI.
The task administrators can change the order of the tabs in the UI. If the same order is configured for two tabs, the tabs are displayed in an alphabetical order.
- Update the name and description of the record in the classic user interface. Only administrators can view this data in the classic user interface. End users cannot view this data in the workspace view.
- Update the title of the workspace that is displayed in the Tasks landing page in the workspace. End users can view this data in the workspace view.
- Update the title of the applicable table, filter condition, and column names.
- Update the filter conditions for the tabs.
- Filter the records based on the group selection for the applicable table.
- Add, update, remove, or override the state labels of the tables.
- Update the type of the tab such as group tab or regular tab.