Completing Ad Hoc Tasks in Proposal or Award Records

Table of Contents

• General Information
• Opening & Completing Tasks from Notification Emails
• Opening & Completing Tasks from the My Tasks Slideout
• Opening and Completing Tasks from the My Tasks List
• Viewing All Tasks in a Record

 

General Information

If you have been assigned a task within a proposal or award record, you can view and complete the task from different areas of the application, including:

• Task notification email
• SP 4.0 My Tasks slideout
• My Tasks lists on the Cayuse Platform landing page

Please note: To ensure task email notifications are received, check with your RS Admin or SP Templates Manager to confirm Ad Hoc email template notifications are enabled.

 

Opening & Completing Tasks from Notification Emails

• From the task notification email, click the link provided to be automatically directed to the proposal or award requiring action.
• Once the proposal or award record is open, click on the Tasks tab.

• Click on the task you wish to close.

• Update Task Status to Closed, and then click Save Changes.

 

Opening & Completing Tasks from the My Tasks Slideout

• From the platform landing page, click Products, then click Sponsored Projects.

• Click the My Tasks slide-out.

• Click the task you'd like to close.

• Once the proposal or award record is open, click on the Tasks tab.

• Click on the task you wish to close.

• Update Task Status to Closed, and then click Save Changes.

 

Opening and Completing Tasks from the My Tasks List

When you login to the Platform, you will see your My Tasks list on the landing page. For convenience, all of your Platform-connected application tasks will appear in this list.

• From your My Tasks list, click on the task you wish to close.

• Once the proposal or award is open, click on the Tasks tab.

• Click on the task you wish to close.

• Update Task Status to Closed, and then click Save Changes.

 

 

Viewing All Tasks in a Record

If you want to view all of the open and closed tasks in a proposal or award record, navigate to the Tasks tab and click on All. A list of all tasks will be displayed.