Monitoring Unassigned Views

The Views menu displays all in-process Tasks that are not listed under Tasks Assigned to Me. Unassigned views contain Tasks that you see on your My View page but are not assigned to you. You can assign a Task to yourself and work on it when time permits.

Views

Description

Admin Tasks

Displays Tasks that are not assigned to a particular user. Administrators can monitor what Tasks are ready to be assembled and shipped in this view. You can view all Tasks that are in the following Statuses:

o Info In Not Moved

o To Be Assembled

o To Be Extended

o To Be Signed

o To Be Shipped

o To Be Bookmarked

o To Be Scanned

o To Be Scheduled

o To Be Outsourced

o OS Awaiting Acceptance

Admin Recurring

Displays Tasks that are Recurring and not assigned to a particular user.

Admin Checklists

Displays Checklist items assigned to the Admin group.

eFile

Staff can see which Tasks are waiting on a signed consent form or government acceptance. Administrators can bulk update eFile information in this view. Displays Tasks in the following Statuses of the eFile process:

o Awaiting Taxpayer Consent Form

o To Be Transmitted

o Awaiting Government Acceptance

An administrator can move Tasks in bulk from this view.

Unassigned

Managers can assign work to staff from an unassigned Status, or staff can assign Tasks to themselves from an unassigned Status—similar to a shelf or bin concept.

Unassigned view shows Tasks that are in the following Statuses:

o Unassigned

o Unassigned Review

o Unassigned Awaiting Info

o Unassigned Awaiting Review

o Unassigned Awaiting Tax Review

These Statuses indicate Tasks ready to be prepared or reviewed. You can pick any Unassigned Task to work on when you have time.

The Unassigned statuses are available in all the workflow categories when you access the Manage Workflow Statuses utility. Through this utility, you can create or update workflow statuses.