Pending Tasks - Manual

ThePending Tasksallow you to centralize all action items generated within the platform, including the personal tasks created by each user. Within the platform, you can view it as the bell icon located in the top bar. Also, from this same area it is possible to directly manage each task, which simplifies and speeds up administration.
Below, we explain how to configure and use it:

What you'll learn to do?

• Enable or disable the section

• Enable shortcuts

• View and manage your pending tasks

• Configure which tasks you want to receive

Enable Pending Tasks

1. Go to Administration >> General Parameters

If you have the appropriate permissions, go to the main menu and selectAdministration (⚙️)in the top right corner.
Within the Administration menu, click onGeneral Parameters.
If you don't see the Administration (⚙️) option, contact your platform administrator so they can help you.

2. Find the pending tasks section

Locate the optionEnable pending tasksand toggle the switch on or off as appropriate.

4. Save the changes:
Click theSavebutton located at the bottom right of the screen.

This will enable/disable the section for all collaborators on your platform.
 

States of the general parameter "Pending Tasks":

✅Enabled:Users will be able to view and manage pending tasks within the platform:

❌Disabled:Pending tasks and their section will not be visible.

📌Important: Disabling the general parameterdoes not deletethe tasks already created; it only hides them until it is reactivated.

Enable shortcuts

If you have the Pending Tasks general parameter active and you don't see access to your tasks, follow these steps:

1. Go toOrganizational Development >> Communications >> Settings.

2. In thePending Taskssection, enable the option“Show on the portal”.

3. ClickSave.

View and manage pending tasks

You can access your pending tasks from theshortcut on the main pageor from thebellicon located at the top:

Here you will see listed all yourrequests pending approvaland thepersonal tasksyou have configured.

By clicking on a task, you can see more details and perform various actions, such as:

• Requests: Go · Archive

• Personal Tasks: Mark as Done · Delete · Archive

• By clicking onGo, you will be redirected to the corresponding section where you can manage the task.

• By clicking onArchive, the task will move to your list of archived tasks. You can view them by changing the view fromShow pendingtoShow completed and archived.

• Note: When you archive a pending task, it will be archived only for your user. That is, if other users have the same task and you archive it, they will still see it in their pending tasks.

You can alsounarchivetasks if you need to.

Finally, by clicking on thethree dotsin the top right corner you candownload a reportwith all your pending or archived tasks.

 

Important Considerations

• Invisible bell:If after enabling the module the bell does not appear, check that the collaborator's profile has the "View my tasks" permissions active.
• Test Environments:Task notifications may be disabled by default in test environments to avoid accidental mass sends. Contact support if you need to test the full flow.
• Email Changes:If an employee's email is changed, previous pending tasks will remain linked, but new notifications will be sent exclusively to the new address (not retroactive for emails already sent).

Create personal tasks

In addition to requests generated automatically by the platform, you can also create your own personal tasks to better organize your work.

To do so, simply click on the“+”that appears in the tasks view or in the side panel.

Then, fill in the following fields:

• Title: briefly describe the task.

• Description: add more details about what you need to do.

• Expiration date: set a deadline to complete the task.
  
  

Once created, you will see it listed alongside your other pending tasks and you can manage it like any other: mark it as done, archive it, or delete it.

⚙️ Configure which tasks to receive

If you have the corresponding permissions, from the configuration icon (⚙️), available both in the pending tasks menu and in the shortcut, you can define which types of requests or notices you want your company to receive as pending tasks. This allows you to customize the experience according to what is most useful to you.

📩 Reminder configuration (notification)

If you want the whole company to receive aperiodic emailwith their pending tasks, you can also configure it.

We invite you to review our article calledHow can I configure the weekly task reminder email?, where we explain step by step how to activate this email and define which types of tasks you want to include in that reminder.

It's a practical way not to forget anything important and to keep the team up to date with their pending items.

How does Buk notify me?

With this comparison table, you can understand how the notification logic works.
 

🤖 This article was translated using artificial intelligence. View original article.