Navigate to [https://app.laserfiche.com/home](https://app.laserfiche.com/home)

On the home screen, click "Tasks" located on upper left corner.

On the Task page, there are two tabs. ***My Tasks*** and ***Team Tasks***

Under My Tasks tab, there are four buckets. Mainly **Open tasks**, **Drafts**, **Unassigned Tasks** and **Completed Task**.

Open tasks displays all the task that are currently assigned to you.

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Process 
	
Task 
	
Instance 
	
Date assigned 
  
	
Due date 
	
Priority 
Last week (1)
TEST Time Off Request
User Task
 
TEST Time Off Request b09e00db-6413-4d71-97c2-9ac901070e18: CDP Demo
10/17/2023 9:18 am
Last month (18)
01-OKFCU Member Account Opening-InDev
9/26/2023 - Membership Decision - Anna Hockett
 
01-OKFCU Member Account Opening-InDev: Anna Hockett: CDP Demo : : b0890116-74cf-49ba-a80c-aec58f15637d
9/26/2023 12:53 pm
01-OKFCU Member Account Opening-InDev
9/25/2023 - Membership Application - Anna Hockett
 
01-OKFCU Member Account Opening-InDev: Anna Hockett: CDP Demo : : b0880126-ce45-469a-80a2-4777a4c7a62a
9/25/2023 2:00 pm
01-OKFCU Member Account Opening-InDev
9/25/2023 - OFAC Check - Anna Hockett
 
01-OKFCU Member Account Opening-InDev: Anna Hockett: CDP Demo : : b0880114-2f32-4fdc-a4de-e89bf5d00de7
9/25/2023 12:45 pm
01-OKFCU Member Account Opening-InDev
9/18/2023 - Membership Decision - Anna Hockett
 
01-OKFCU Member Account Opening-InDev: Anna Hockett: CDP Demo : : b0810118-0bb2-44d6-b384-e792fe1241b9
9/18/2023 12:59 pm
00-Appletree Loan Process-Final
987654321-Anna Hockett-ML Document Collection/Review
 
987654321-Anna Hockett:-:00-Appletree Loan Process-Final b0810116-763e-4a32-9f70-414284e71e1a:
9/18/2023 12:53 pm
TEST Time Off Request
User Task
 
TEST Time Off Request b07c00f3-4237-422c-babf-472add11bc7c: CDP Demo
9/13/2023 10:45 am
55-New Hire Onboarding-Final
Upload W-4
 
55-New Hire Onboarding-Final b07b0124-b148-4840-8b88-384c23b5793c: CDP Demo
9/12/2023 1:45 pm
55-New Hire Onboarding-Final
Upload I-9
 
55-New Hire Onboarding-Final b07b0124-b148-4840-8b88-384c23b5793c: CDP Demo
9/12/2023 1:45 pm
55-New Hire Onboarding-Final
Employee Handbook Acknowledgement
 
55-New Hire Onboarding-Final b07b0124-b148-4840-8b88-384c23b5793c: CDP Demo
9/12/2023 1:45 pm
55-New Hire Onboarding-Final
Direct Deposit Form
 
55-New Hire Onboarding-Final b07b0124-b148-4840-8b88-384c23b5793c: CDP Demo
9/12/2023 1:45 pm
55-New Hire Onboarding-Final
Confidentiality Agreement
 
55-New Hire Onboardi

Drafts are task that you were previosly working on that was put on hold. 

Unassigned tasks are task that you can work on but you haven't assigned to yourself or your immediate supervisor. 

Completed Tasks are tasks that you have previously completed.

Team Tasks displays tasks of processes that you have access to.

Click on the dropdown to select which process you want to review or process.

Each bucket will also contain ***Assigned***, ***Unassigned*** and ***Completed Tasks***

You may switch on different buckets to work on a process whenever needed. 

Laserfiche

This guide provides step-by-step instructions on how to locate and navigate tasks in Laserfiche. It explains how to access the Task page, navigate between different tabs and buckets, and understand the different types of tasks available. It is a useful resource for anyone using Laserfiche and needing assistance with managing their tasks efficiently.

How to Locate and Navigate Tasks in Laserfiche