Get Started: Tasks for Contributors

The Tasks topic on My Day is for contributors, the people who search a specific repository for a custodian.

Open a task

Select the Tasks tab, or a task on My Day. The cards show the request number, status, priority, due date and how many repositories and documents are involved. Click a task to open it. As with assignments, you never see the requestor's identity.

Upload records

1. In the task details, find each linked repository.
2. Record the outcome against it, for example records found or no records.
3. Upload the records you found. You can edit and delete your own uploads, and capture records from Microsoft 365 when that feature is on.

Submit the task

Submit the task back to the custodian when you are done. The Discussion button on the task starts a conversation if you need to ask a question first.

Guide me, Practise and Mark complete

Each step in the Get started group on My Day has one main action and two icons.

• Guide me (the training icon) highlights the real control on the real screen in at most four short steps. The control stays usable, Tab reaches it, and Escape closes the tour. Guide me never opens a case for you. See Guide me.
• Practise appears on steps that have a training case. It opens train mode, where you work on fictional cases and nothing is sent, delivered or published. See Train mode.
• ? opens this page. Mark complete ticks the step when you have already done it another way.

A step ticks itself when you do it for real. Practising in train mode ticks only the Practise steps. For the whole group, see Get Started.

Related Pages

• Get Started — the topics on My Day, Guide me and tips.
• Train Mode — practise on fictional cases.
• Tasks Dashboard — your queue of tasks.
• Task Details — outcomes, uploads and submitting.