Landing Page

User’s Landing Page

When the user first logs in, they will see all tasks assigned to them along with any mentions from conversations. To start working on a task, select Open Task, Go to Conversation, Go to Mention.

How to Find Tasks

• Search: Enter keywords related to task information

• Views: A combination of filtering and sorting showing system default views provided by Sidekick and your saved views.

  • Default Views:

    • My Work Items: Default View

    • Mentioned: Shows users work items where they are mentioned in a

    • Favorites: Shows users work items they’ve added to Favorites

  • User Saved Views: Show’s a list (maximum of 10) of your saved views.

• Filters: Adjust your view based on work item attributes

  • Tasks:

    • Task Name

      • Task State

      • Task List Due Date

      • Review Object

      • Assignee

  • Reviews:

    • Review Name

    • Review State

  • Favorites

• Grouping: Adjust your view based on parentage

  • By Review: This shows work items in reviews you are actively working on within task lists

  • By Task List: This shows work items within task lists

  • By None: Default View, there is no hierarchy for tasks, and they are ordered by creation

• Sort by: Adjust the order based on chronological or alphabetic order of certain attributes.

  • Created Date

  • Modified Date

  • Task List Due Date

  • Task Name

  • Task UID

  • Review Name

  • Review Locking Date

  • Review Closing Date

• Save As: Save up to 10 views.

• Reset: Reset current view, does not keep unsaved changes to filters, grouping, and sorting.

Model Resolution Task Card

• Title: Name of Task – Displays the task name.

• Task Type: Indicates the category or type of task

• Task ID: Unique identifier for the task

• Review Name (link): Clickable link to the associated review

• Description: Description of the task

• Badges

  • Task Status – Shows the current status of the task

  • Comment Count – Indicates the number of comments

  • Notification – Shows if there are notifications

  • Lead of Review – Displays the review lead

  • Data Linked to Task – Indicates associated data

  • Task List Due Date – Shows the due date for the task list

• Go to Task: Action button to navigate to the task

Comment Resolution Task Card

• Title: Resolve Task ID – Indicates the parent task

• Conversation ID: Unique identifier for the conversation linked to this task

• Review Name (link): Clickable link to the associated review

• Originating Comment: Displays the comment content, user who made the comment, and when the comment was authored

• Badges

  • Parent Task Status – Shows the status of the parent task

  • Notification – Indicates if there are notifications related to this task

  • Task Assignee – Shows who assigned the task

  • Data Linked to a Task – Indicates associated data

• Open Task: Action button to open the task

Mention Task Card

• Title: Indicates a mention in a conversation

• Conversation ID: Unique identifier for the conversation

• Review Name (link): Clickable link to the associated review

• Originating Comment: Displays the user who made the comment and the comment content

• Badges

  • Mention Count – Shows how many times the user was mentioned

  • Commenter – Shows who made the comment

  • Data Linked to Task – Indicates associated data

• Timestamp: Indicates when the mention occurred

• Go to Mention: Action button to navigate to the mention