My Tasks in Workday: My Tasks is replacing My Inbox in Workday


Advanced Search of Tasks:


  1. In the “All Items” section, click Advanced Search and fill in the needed search parameters. 

    NOTE: Once you have performed an Advanced Search, you can save the search parameters for later use.


Saved Searches:


  1. Save an Advanced Search by clicking Save beside the “Edit Advanced Search” option.
  2. Your saved search will appear under the “Saved Searches” section on the left-hand side of your screen.


Filter Tasks:


  1. Choose the “Filters” section on the left-hand side of your screen and click the Manage Filters option. 
  2. Click the Create Inbox Filter button to create your own filter. 
  3. Fill in the description to give the filter a name. 
  4. Under “View Definition”, click the Business Process Type(s) option and choose the business process you are filtering. 
    • You can further filter business processes by adding conditions. 
  5. Click OK to create the filter.

Note: Filters you create will appear under the “Filters” section on the left-hand side of your screen. 


Bulk Approve:

Bulk Approve allows you to approve multiple tasks at once. 


  1. Choose the Bulk Approve option towards the bottom of your left-hand.
    • You should now see all tasks needing your approval.
  2.  Choose to approve all tasks by clicking the check box under “Viewing” or approve individual tasks by clicking the check box beside the individual task.
  3. Click OK at the bottom of the screen to approve your selection. 
    • When you have successfully approved your selection, you receive the following notification on your screen. 


Manage Delegations:

Manage Delegations allows you to delegate your business process tasks to a peer or supervisor. 


  1. Choose the Manage Delegations option towards the bottom of your left-hand menu. 
  2. Click the Manage Delegations button to create a delegation.
  3. Fill in ALL fields shown on the new delegation form.
    • If the delegate is starting processes, fill in the Start On My Behalf section.
    • If the delegate is completing tasks on your behalf, fill in the Do Inbox Tasks On My Behalf section.
    • Click Submit at the bottom of the screen to create your delegation. 

Note: Your supervisor must approve the delegation before the delegation will go into effect.  




Your screens and processes may vary slightly from this document.