My Tasks & Interview Management Guide

Overview

This guide covers task management from three perspectives:

1. My Tasks: Personal task list for all users
2. Interview Queue: Specialized interface for interview workers
3. Supervisor Dashboard: Team oversight and task assignment

Prerequisites:

• Permission: Permission.Task.View (for viewing tasks)
• Permission: Permission.Case.Edit (for completing tasks)
• Special Roles: Interview Worker or Supervisor (for Interview Queue/Supervisor pages)

Part 1: My Tasks Page

Path: Dashboard ? “My Tasks” OR Top Navigation ? “My Tasks”

1.1 Overview

Purpose: Centralized view of all tasks assigned to you across all cases.

Dashboard Statistics (Top Cards):

• Total Tasks: All tasks ever assigned
• Pending Tasks: Not yet started
• Overdue Tasks: Past due date, not completed
• Completed This Week: Tasks finished in last 7 days

1.2 Task Status Types

Pending (?)

• Not started
• Waiting for action
• Default status for new assignments

In Progress (??)

• Currently being worked on
• Started but not finished
• Can still log call attempts

Completed (?)

• Finished successfully
• Survey submitted (if survey task)
• May have completion notes

Overdue (??)

• Past due date
• Status != Completed
• Requires immediate attention

Cancelled (?)

• Task cancelled
• No longer required
• Reason documented

Waiting for Patient (??)

• Callback requested
• Patient unavailable
• Paused until patient ready

1.3 Filtering Tasks