This article is part of Guided Workday and covers the Task Sheet. 


When a single task is clicked from the My Workday page, the task sheet is opened. From the task sheet, users can review task details, mark tasks as complete, and read or write comments, if needed. 


This article covers the following:

Note: Guided Workday is currently only available as an add-on for Early Adopters. Contact your CSM or R365 Support to learn how Guided Workday can enhance your R365 experience! 




To open a task sheet, navigate to the My Workday page by clicking My Workday from under Workday in the Smart Ops left navigation. Then, locate and click the appropriate task to open the sidesheet.


 


This will open the task sheet. 




Task Sheet


The contents of the task sheet can be broken up into the following sections:


Task Sheet Header 


From the Task Sheet header, Users can mark a task as Complete/Incomplete or navigate to the next Task in the Workday.





FieldDescription
Mark CompleteThis button will be enabled once the necessary task requirements have been completed. Once enabled, users can click this button to mark the task as completed. Once marked as completed, the button will reflect the changes


If necessary, users can mark the task as incomplete by clicking the 'Completed' button 
Next/Previous TaskClick the forward or back arrow buttons to navigate to the next or previous task in the Workday
Add AttachmentWhen applicable, users can add an attachment to the task by clicking the attachment icon from the header. This will open the file window so that users can select a file. Once selected, the file will upload to the task sheet.



Users can upload additional attachments by clicking the attachment icon again or the add file button . Up to 10 attachments can be added.

Some tasks may require that an attachment be added before the task can be marked as complete. 






Task Requirements 


The Task requirements will differ and will be dependent on the task type. Users may be asked to enter a numeric value or to complete an additional entry in R365, such as an Inventory Count. The Task requirement section will have the following information:





FieldDescription
Task NameThe name given to the task.
Task RequirementsThe requirement(s) of the task will be dependent on the task type. Users may be asked to do any of the following:
  • Review the task and mark as complete
  • Make one or multiple selections
  • Enter a value or text
  • Click Guide Me, which will guide the user through completing a record, running a report, following a shortcut, or completing a request
  • Click +Add Required Attachment, which will prompt the user to attach a file to complete the task
Requirement DescriptionWhen the task type is an requires user to click Guide Me, the requirement description will be listed below. This description will tell users what must be done before the task can be marked completed. 
TimelineHow often the task needs to be completed at the time that the task needs to be completed by.
AvailabilityThe availability of the task including the date/time the task is unlocked and available to complete, and the date/time that the task will be locked and unable to complete. 
TagsAny tags associated with the task will appear here. Read more about tags, here.
Description
The written description of the task. These descriptions may give the user more insight on the task.
AttachmentsIf the workday admin has uploaded any attachments to the task, they will be featured here. These attachments may be files related to completing this task, like instructions or relevant photos.


All task criteria and requirements are configured when the task is created while building a Workday Guide



Comment


In the comment section, users can leave comments or notes regarding the task, if needed. Use the @ function to notify a specific user of the comment. These comments can then be read by other users with Workday access.