Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/Getting_Started/MobileDeviceSetup/iOS/HomepageComponents/TasksComponent.htm

## Displaying the My Tasks Component

Tasks are specific actions users need to track and complete as part of their work. They can be created from user tasks or by [Creating Follow-Up Activities on the Call Report](../../../../Call_Reporting_2/Executing/Post/FollowupActivities.htm). The My Tasks component provides end users a central place to view and access their current and overdue tasks, enabling them to stay organized and complete tasks on time.

**Who can use this feature?**

* End Users - iPad
* [Use the My Tasks component](#Use)
* Users do not require an additional license

### Configuring the My Tasks Component for

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

To configure this feature:

1. Ensure [Vault CRM Mobile Application Home Page](../HomePage.htm) is configured.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select the **Objects** tab.
5. Grant the following permissions:

   | Object | Object Permission | Object Types | Fields | Field Permission |
   | --- | --- | --- | --- | --- |
   | user\_task\_\_v | CRE | n/a | * created\_by\_\_v * created\_date\_\_v * due\_date\_\_v * global\_id\_\_sys * id * last\_assigned\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
   | Any object with the [User Task object class](https://platform.veevavault.help/en/gr/15057/#:~:text=Optional%3A Set the Object Class. To create user task objects%2C you must set the class to User Task.) | CRE | user\_task\_\_v | * created\_by\_\_v * created\_date\_\_v * due\_date\_\_v * global\_id\_\_sys * id * last\_assigned\_date\_\_v * modified\_by\_\_v * modified\_date\_\_v | Read |
6. Navigate to the **VMobile Home Page Layout** (vmobile\_home\_page\_layout\_\_v) object.
7. Grant View permission to the **tasks\_section\_\_v** object control.
8. Navigate to **Admin > Configuration > Objects > VMobile Home Page Layout** (vmobile\_home\_page\_layout\_\_v) **> Layouts**.
9. Place the **tasks\_section\_\_v** section control on the appropriate vmobile\_home\_page\_layout\_\_v object layouts.
10. Navigate to **Business Admin > Objects > VMobile Object Configurations** (vmobile\_object\_configuration\_\_v).
11. Enable the VMOC for the **user\_task\_\_v** object. Select the Enable Enhanced Sync checkbox when enabling the VMOC.
12. Enable VMOCs for all other objects with the **User Task** object class (optional). Select the Enable Enhanced Sync checkbox when enabling the VMOCs. This enables mobile device users to access tasks from these objects.

Optionally, the My Tasks tab can be enabled to provide mobile device users with an additional entry point to My Tasks. To enable the My Tasks tab:

1. Navigate to **Business Admin > Objects > Veeva Messages** (message\_\_v).
2. Select the **TAB\_NAV\_DISPLAY** Veeva Message.
3. Add **;;MyTasks;;** to the double semicolon-delimited list in the TAB\_NAV\_DISPLAY Veeva Message.

For more information on tab configuration, see [Managing Tab Visibility and Display Order](../../TabVisibility.htm).

Admins can manage the title of the My Tasks component using the HOME\_TASKS\_TITLE;;TABLET Veeva Message.

### Using the My Tasks Component as

[![Closed](../../../../../../Skins/Default/Stylesheets/Images/transparent.gif)End Users](#)

The My Tasks widget displays [User Tasks](https://platform.veevavault.help/en/gr/40751/), which are tasks from the user\_task\_\_v object or objects where the User Task object class is applied. Tasks can only be created through other activities (for example, creating a follow-up activity on the call report).

When tasks are assigned to a user, the user receives an email notification and a notification in their online Vault notifications list (for more on task notifications, see [Notifications](https://platform.veevavault.help/en/gr/40757/#notifications) on the Vault platform help site). If the task is either current or overdue, the task also displays on the user’s My Tasks home page component. On the My Tasks home page component, the current task count only includes tasks due within the next seven days.

![](../../../../../Resources/Images/GettingStarted/HomepageDashboard/MyTasks/HomePageMyTasksCropped.PNG)

To view a list of all current or overdue tasks, select the widget.

![](../../../../../Resources/Images/GettingStarted/HomepageDashboard/MyTasks/MyTaskList.PNG)

To take action on a task or view more information, select the task. A task detail page displays additional task information.

![](../../../../../Resources/Images/GettingStarted/HomepageDashboard/MyTasks/TaskDetail.PNG)

From the All Actions menu, users can edit the task or mark the task as complete.

![](../../../../../Resources/Images/GettingStarted/HomepageDashboard/MyTasks/MoreActionscropped.PNG)

Once a task is completed, it no longer displays on the My Tasks home page component or in the My Tasks list.

### Related Topics

[Vault CRM Mobile Application Home Page](../HomePage.htm)

[Creating Follow-Up Activities on the Call Report](../../../../Call_Reporting_2/Executing/Post/FollowupActivities.htm)

[Managing Tab Visibility and Display Order](../../TabVisibility.htm)