Search and Manage Your Tasks List

1. Click Tasks in the navigation pane.
2. Select one of the following in the navigation pane:

• All Open: All open Tasks.
• Today: Tasks opened today.
• This Week: Tasks opened this week.
• New: Tasks created but not yet opened or modified.
• In Progress: Tasks in progress.
• Completed/Canceled: Tasks labeled completed or canceled.

  

3. Click the assignment in the Tasks list or click Jobs on the navigation pane to return to the My Jobs page.

   

Some users (e.g. Staff Appraisers) may have the option of viewing assignments (jobs) from the Tasks list instead of the Jobs list. Assignments in the Task list open the Job Overview page.

1. Click Tasks in the navigation pane.
2. Select one of the following in the navigation pane:

• All Open: All open Tasks.
• Today: Tasks opened today.
• This Week: Tasks opened this week.
• New: Tasks created but not yet opened or modified.
• In Progress: Tasks in progress.
• Completed/Canceled: Tasks labeled completed or canceled.

  

3. Click the assignment in the Tasks list or click Jobs on the navigation pane to return to the My Jobs page.

   

1. On the navigation pane, click Tasks.
2. Type the search term in the Search Tasks bar.

   

3. Click the search icon or press Enter.
4. The Task list only shows tasks that match your search criteria. Click Cancel to restore the list.

You can organize your tasks into groups like insurance company, claim number, and more.

1. Click the link next to Group by.
2. Select a category to group by.

   Tip: You can alphabetize the groups you create. Click A to Z or Z to A next to the group you selected.

3. Click Apply.

   

Sort your tasks into different combinations using different fields in Mitchell Connect.

1. Click the link next to Sort By.
2. Select a field to sort by.

   Tip: You can alphabetize the groups you create. Click A to Z or Z to A next to the group you selected.

3. Click Apply.

   

You can filter the My Tasks page to show only the tasks assigned to you, specific users, or unassigned tasks.

1. On the My Task page, click the link next to Assigned To in the heading.

   

2. Do one of the following:

• Click Assigned to Me to show only tasks assigned to you.
• Click Unassigned to show only unassigned tasks.
• Clear the check boxes next to the names of users for whom you do not want to view assigned tasks. You can use the Search by User field to find specific users.

3. Click Apply.

Tip: To show all users, click the link next to Assigned To, and then click All Users.

Print details for one or multiple tasks.

1. On the My Tasks page, click Select.
2. Select the check box next to the tasks you want to print.
3. Click Print Details.

   

You can assign or reassign multiple tasks to a user at once.

1. Click Tasks in the navigation pane, and then click the list of tasks you want to view (Example: All Open or Unassigned). Sort and filter your tasks as needed.
2. On the Tasks page, click Select.

   

3. Click the check boxes next to the tasks you want to assign.

   

4. Click Reassign. The Assign To window appears.
5. Select the user you want to assign the tasks to, and then click Assign. Once assigned, the task recipient will receive a single email and In-App notification for the work assigned.