This document provides directions on how to create a My Tasks filter in Workday. My Tasks is a centralized location to view, filter, search, and act on all Tasks, Approvals, and To Dos requiring action in Workday.
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· Only one My Tasks filter can be applied at a time.
· There is no restriction on how many My Tasks filters can be created.
· Remember to remove filters to view all items in My Tasks.
1. Log into Workday using your CNetID and password.
2. From the Home page, navigate to My Tasks by selecting the mail icon in the top-right corner of the page.
3. Within My Tasks, select the Filters drop-down menu located in the navigation pane on the left-hand side.
a. If the My Tasks navigation pane is collapsed:
i. Use the Navigation Pane icon, represented by an arrow next to a vertical line, and located at the top left corner of the App, to expand or collapse the pane and adjust screen space.
ii. Alternatively, with the pane collapsed, select the Filters icon, represented by a layer stack icon, and select Manage Filters.
4. Select Manage Filters and then choose Create My Tasks Filter.
5. Enter a Description. This information will display in the filter list and prompts, once created.
6. Optional: Enter a Maximum Row Limit to limit the number of items displayed.
7. Under View Definition choose one of the following:
a. Select For all Business Processes if you want to apply this filter to all business processes.
b. Select Business Process Type(s) to apply the filter to specific business processes. If selected, choose one or more business process definitions from the prompt.
8. Optional: To further limit the business process tasks shown in My Tasks complete the following:
a. Within the Task(s) drop-down menu select one or more tasks from the prompt.
i. The prompt lists all the individual tasks for the business processes selected in step 7.
9. Optional: Add Conditions to the filter by completing applicable fields within the Conditions table. Use the Plus (+) and Minus (-) icons to add and/or remove rows as needed.
10. Select OK to save the filter and to exit the My Tasks Filters screen. The My Tasks filter will now be available in the Filter drop-down menu.