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What is My Tasks?
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The My Tasks console page comprises several key sections, including the Search Filter, Quick Filter, the "Export to Excel" option and search results displaying the pending activities related to New Hire invitations specific to user's assigned role. The data displayed within the console adheres to the user's security settings established by the System Administrator. Consequently, users will only have visibility to the data for which they have been granted access. For instance, if a user's access is restricted to "Research" Company data, they will exclusively view information associated with that particular company within the console.
Furthermore, the availability of the "Export to Excel" button is dependent upon the configuration of the logged-in user's role. Specifically, this button becomes visible if the user's role has been enabled for data export capabilities. Alternatively, if the user holds multiple roles, access to this button requires at least one of the roles to have export functionality configured.
Furthermore, the availability of the "Export to Excel" button is dependent upon the configuration of the logged-in user's role. Specifically, the button becomes visible if the user's role has been enabled for data export capabilities. Users with multiple roles will have access to the data export feature in their My Tasks as long as they hold at least one of the roles: HR Specialist, I-9 Specialist, or E-Verify Specialist, and if any of these roles is configured with such capabilities.
Note: In this example, since the user holds multiple roles (HR Specialist, I-9 Specialist, and E-Verify Specialist), the My Tasks console is showing invitations with pending activities that belong to each of these roles.
| My Tasks console without "Export to Excel" |
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Use these search filters to quickly find a specific transaction. Next to the field, you can change the search option to specify how you want your text to be perceived.
Note: For those with a large number of tasks in the queues, please note that the My Tasks console queue is limited to 1000 tasks with the most recent Invitation ID at the top. If there is a need to access these earlier tasks, we recommend utilizing the search located at the top right of the window or enabling the Deferred Console Search Product Preference. These options will allow for better filter your entire task list.
| Field | Behavior |
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First Name |
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Last Name |
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| Invitation ID |
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| Start Date |
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Export to Excel
If the logged-in user's role has been configured with export functionality, they'll find the "Export to Excel" button within the console. Users with multiple roles will have access to the data export feature in their My Tasks as long as they hold at least one of the roles: HR Specialist, I-9 Specialist, or E-Verify Specialist, and if any of these roles is configured with such capabilities.
Clicking on this button will download the search results displayed in the console as an Excel file to your local computer.
Note: The "Export to Excel" button is specifically designed to download search results obtained from using the search fields. Note that filtering by the Quick Filter feature will not limit results in the export.
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Note: If no results are found for the search criteria, the "Export to Excel" button will not appear in the console.
A sample downloaded excel file is given below. The search filters applied to find the results is also displayed on the top row of the file.
| Downloaded Excel file |
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If multiple filters are applied in the search, a sample downloaded file is given below:
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Search Results
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