Learning about Your Work Queue
Depending upon the Permission settings applied by your organization, your work queue is displayed in one of two formats: either a list of your Work Items appears allowing you to pick and choose the Work Items you want to view, or a count of the number of Work Items in your queue with a button that launches the next item. Both of these views provide direct access to your Work Item Viewer to complete Work Items.
TIP
To access your Work Item Queue:: from the main header, go to WorkflowPROCESSWork Queue.
Tell me about...
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Regardless of the screen format available to you, both provide access to any Active Work and/or Suspended Items.
Element | Use it to... |
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BOTH QUEUE FORMATS | |
Work Queue Tab | display a list of the various items belonging to the associated Process along with the number of items under each tab (if any).
NOTEA Team is two or more Users assigned to the same Work Item. When a Team item is suspended, anyone on the team can Reinstate it. |
My Suspended Work Tab | |
My Team's Suspended Work Tab | |
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expand/collapse the list of associated Work Items. |
NO LIST FORMAT (ONLY) | |
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display the next item in the Work Item Viewer. As you complete an item, the next item (if any) in your list is displayed. |
ITEM LIST FORMAT | |
Task |
view a concise description of the Task itself. |
Process |
view the the Workflow process associated with a particular Task. |
Binder |
view the associated "Binder" consisting of a collection of related Documents associated with the Work Item (and therefore, the Process). Tell me more... |
Key Value |
view the unique identifier that is assigned during Indexing, and used to differentiate one binder from another in a given process. |
Priority |
view a Task's level of importance for completion from Low to Critical. |
(Page Control) |
navigate to other pages of Work Items when the number of items in a queue exceeds the preset items per page, additional pages are created to accommodate those items. You can use the page control to display any additional pages, as well as change the number of items displayed per page. |
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You can change the order of items in each column alphabetically: either ascending (A-Z) or descending (Z-A). The sorting is cumulative: meaning that if you change the sort order of more than one column, the sorting is based on the selection and order you made in each column. The order in which you sort each column is displayed next to the column heading (e.g., 1, 2, 3, etc.). If a column has not been sorted, then no number appears in its heading.
EXAMPLE
Let's say you sort first by process - in ascending order, so that you can easily find and complete Tasks in order by Process. However, you may also want to sort the Tasks.
This means that the items in the list appears in alphabetical order by process: Expense Approvals, Check Request, Time Off. Then, if you also sort by Work Item, you'll see all items in Expense Approvals, then by Task in alphabetical order: Expense Approvals>Accounting Expenses, Marketing Expenses, Payroll, etc.
If the column heading looks like this... | You can... | to change column order to... |
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click once |
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click twice or double-click |
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click a third time or triple-click |
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click once |
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click twice or double-click |
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click a third time or triple-click |
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click once |
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click twice or double-click |
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click a third time or triple-click |
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