Using the Action Queue

Objective

After completing this lesson, you will be able to describe the components of the action queue page.

The Action Queue

If the action queue for engagement projects feature is enabled in your site, an Action queue page shows the open approvals, To Do tasks, and other actions for engagement projects that you are assigned to either as an individual or as a member of a project group.

The Action queue page is displayed.
# IndexNameDescription
1Actions

The name of the To Do task, approval, or other action, and the action type.​

The name of the To Do task, approval, or other action is a link. For example, if you click the name of an engagement request To Do task, it takes you to the survey task page if it’s a survey document task.​

Any To Do tasks that don't have documents take you to the engagement summary page.​

The WS (workspace) ID is a link. For example, if you click the ID for an engagement request, the link takes you to the engagement project details. If the ID is for an issue, the link takes you to the issue.​

2StatusThe action status. Status types include Waiting for response, Ready, Due soon, and Overdue.​
3Created dateThe date the document that needs to be acted on was created.​
4Due dateThe date the document that needs to be acted on is due.​
5SupplierThe supplier name.​
6Assignee

The individual user or project group assigned to the action.​

If a project group is the assignee, no individual user has been assigned to the action.​

Approval task actions have one action per approver. As each user approves, their individual action is set to complete but it has no effect on the other actions for that approval task if other approvers are expected.​

If a group is the assignee for an approval task, and it’s mandatory for all members of the group to act, the action stays until all users in the group have responded. For example, when a member of the project group approves an action, the action disappears from their action list but the action remains in the lists for the other members of the project group until they approve.​

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