Inbox Reimagined in Workday
This guide will introduce the user to the Inbox Reimagined in Workday. The Inbox function is now My Tasks, which comes with a new layout and some features that have been moved around or modified.
My Tasks Menu
The right side of the screen shows the My Tasks menu. This menu can be minimized by selecting the Collapse Navigation icon. The My Tasks menu will be displayed solely as icons when the menu is minimized. Select the Collapse Navigation icon to reopen the menu.
The All Items tab shows the processes, items, and tasks for the user. When an item is completed, Workday now automatically refreshes the All Items list to reflect that the list is up to date with items needing attention.
All Items Display Options
To open the Display Options menu, select the
button.
The Display Options menu allows the user to sort All Items with three section options: Sort By, Display Density, and Date View.
Display Density allows the user to choose to see additional information based on their selection.
Detailed Display Density displays more information in the All Items list (e.g., the Due Date listed in the example).
Simple Display Density shows only the title of the item in All Items.
The Date View gives the user the option to view the exact date the item was delivered to their My Tasks (Absolute) or to receive a general time range for the delivery of the item (Relative).
Saving Searches in My Tasks
To search for specific items, processes, or requests, enter the information in the All Items search bar and press the Enter key.
To save searches in My Tasks, select Save under the Search Results. Enter a name for the saved search in the Create saved search popup window and select the Save button.
The Saved Searches tab can be found on the My Tasks navigation menu. Select 
to open Saved Searches and select the desired saved search.
Advanced Search Options in My Tasks
Select Advanced Search in the My Tasks All Items tab.
In the Advanced Search window, the user can set parameters and date ranges to search for specific items in their All Items.
Assignment allows the user to choose items assigned to the user, assigned to multiple people, or delegated to them.
Type allows the user to choose specific events and requests.
Please note that this screen could contain different items based on the user’s role at Stevens.
Step will populate based on selections from the Assignment or Type fields. This could include Action, Approval, or To Do steps in the specified process.
The Date Range section allows the user to filter based on a date type (Created Date, Due Date or Effective Date) or to select a specific date range in the Start and End fields.
To reset all selections in the Advanced Search window, select Reset All.
Archive Search Parameters and Display Options
In the Archive Advanced Search window, the user can set parameters and date ranges to search for specific items in their Archive.
The Parameter Type options will populate based on the types of items in your Archive.
The Date Range section allows the user to filter based on a date type (Created Date, Due Date or Effective Date) or to select a specific date range in the Start and End fields.
To open the Display Options menu, select the
button. The Display Options menu allows the user to sort items in the Archive with three section options: Sort By, Display Density, and Date View.
Please note that the Archive only holds items from the last 90 days. To view items older than this, please see the Accessing the Workday My Tasks Archive user guide.
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