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My Tasks tab

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The My Tasks tab shows the tasks you are responsible for completing and any unclaimed tasks for teams you are part of. Everyone with a SilkRoad Onboarding account sees this tab.

Key info

  • You can filter by active/inactive tasks, events, or by complete/incomplete status. By default, tasks are ordered by status.
  • Empty Assignee column indicates task is assigned to a team you are part of but nobody has claimed it yet.
  • A team in the Assignee column indicates task was originally assigned to a team.
  • Each task links to the Task Summary page where you can complete the task.
  • Depending on your permissions, you can perform certain actions using action icons.

Good to know

  • Status is represented by an icon:

Embedded File Template 80% Task is overdue

Yellow Task is due in a few days

Grey Task is not activated (it's dependent on another task being completed)

Green Task is not overdue

  • indicates an eForm is attached to be completed as part of the task.
  • Click a column heading to sort.

In this section

Monitor tasks assigned to you and your teams

View another employees tasks

Claim a task on the Task List

Assign (reassign) a task on the Task List

Delete a task on the Task List

Task Summary