How To Find Your Assigned Task Reviews

How to Find Your Assigned Task Reviews. Access reviews through your Activity module, email notifications, or search.

You'll see your open reviews listed with key information. Click any Record Name to start your review.

Method 1: Workflow Assignments Grid

1. Click the Activity tab > Workflow Assignments.
2. You'll see your open reviews listed with: 
   1. Record Type
   2. Parent Record
   3. Funder
   4. Recipient
   5. Record Name
   6. Workflow
   7. Workflow Action
   8. Current Assignees
3. Click any Record Name to start your review.

Method 2: Task Grid

1. Click the Activity tab > Tasks
2. You'll see all your assigned tasks, including task reviews, listed with:
   1. Object Type
   2. Object Name
   3. Name
   4. Assignee(s)
   5. Due Date
   6. Task Status
3. Click on the link in the Name column to start your review.

Method 3: Email Notification

When a review is assigned to you, you'll receive an email that includes:

• The Record Name
• The Workflow Action (review name)
• The Due Date
• Review instructions
• A direct link to the record

Click the link in the email to go straight to the review.

Method 4: Calendar

1. Click the Activity tab > Calendar.
2. Click on the Task on the Calendar date.
3. Complete your review.