ISRS Agreed Upon | How to View your assigned work in the ISRS Agreed-Upon application

Published: 30/10/2020

During the course of an engagement, the simplest way to see work assigned to you is by applying filters to the Activities page. In Cloud, work is represented by tasks assigned to you. You may also want to view any current file requests you’ve made to clients.

Answer:

Reviewing your assigned ISRS Agreed-Upon tasks

You can use the activities page to review tasks assigned to you.

To view tasks assigned to me:

1. From the Cloud menu, select Activities.
2. From the Activities drop-down, choose Tasks.

3. Select Filter | Assigned To | Me.

4. To view only the open requests, select Filter | Status | Open. A list of the file requests you've created is displayed on the Activities page.

Getting notifications on specific organisation activities

Whether or not you have a role on a specific activity, you can get notification emails about updates or changes made to the activity by subscribing to it. To control which actions will trigger notifications, you’ll need to configure your personal settings. For more information, refer to the Change notification settings article on the community.

To subscribe to specific activities or files:

1. Ensure you have the Viewer role or equivalent.
2. From the Cloud menu, select Activities.
3. Select the Subscribe icon.

The subscribe icon will turn yellow to indicate you’ve been subscribed to the activity. Select the icon again to unsubscribe.