Atlas helps you stay organized by assigning tasks for a variety of functions, such as document completion and training.
You can view your tasks in Atlas through the dashboard:
Task reminders and status updates in Atlas
Automatic reminders
Atlas sends reminder e-mails for incomplete tasks every Monday morning. Overdue tasks also trigger reminder e-mails.Automatic completion
When you finish a task, Atlas will usually mark it as complete and remove it from your active tasks, stopping further reminders. Some tasks, however, need to be marked as complete manually.
How to update a task's status
Find your task from the Dashboard > My Tasks > View.
Click Actions (...) and select the appropriate status:
To do: Task not started.
In progress: Task started but unfinished.
Complete: Task finished. Reminders will stop.
You can also click Actions (...) > Update to change task details, such as description, priority, or assigned users.
Task filters and management
By default, the filter boxes show your own tasks that are To do or In progress. Use these filters to find other tasks.
Managers and service owners can view their team’s tasks by going to Dashboard > Tasks > Filter by > My team tasks or Tasks I have assigned to others.
Tasks can be exported to Microsoft Excel for easier tracking.
Adding new tasks
To add a task for yourself or others, go to Dashboard > My area > Tasks > Create new task.
Assign users, set priorities and deadlines, add descriptions, and choose to notify users.
Note: Once a deadline passes, the task remains on the user’s account, and Atlas will continue to send overdue reminders until it’s marked complete.