How do I manage my tasks in Bridge Perform?

Document created by Bridge Doc Team Employee on Sep 6, 2017Last modified by Tami Booth on Oct 12, 2017
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You can manage your tasks using the Tasks menu in the Global Navigation menu. The Tasks menu contains a list of tasks that help you know what items need to be completed in your Bridge Perform account. Tasks can be added manually in the Tasks menu or added by you or your manager from the 1on1 agenda.

View Task Menu

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In the Global Navigation menu, click the Notifications icon [1], then click the Tasks link [2].

In the Tasks menu, you can view your tasks, goals, and pending assessments.

Find Completed Task

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To view completed items, click the Completed link.

Find Incomplete Task

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To search for a task, enter your search terms in the Search field and select a relevant match. Completed items that match the search terms will not be included in the list of search results unless the Completed Items section is expanded.

Add New Task

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To add a new task, click the Add New Task button [1].

Add the task details by entering a task title [2], assignee [3], and due date [4].

When you are finished adding the task details, click the Done link [5].

Manage Task

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To edit a task, click the title of the task and edit the fields you'd like to change [1].

To delete a task, click the Delete icon [2].

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