# About Vault Home Many times, **Home** is the first area you see after logging into a Vault. Within Vault **Home** you can read notifications, view or complete your assigned tasks, and review workflows in which you are a participant. Note that the **Home** tab is labeled as **Tasks** in some Vaults. ### Vault Navigation Fundamentals {#vault-navigation-fundamentals-demo} This video provides a quick tour of Vault, including explanations of the primary navigation bar, user profile, and Admin tab access: Details ## View Menu {#views} The left navigation panel within **Home** links to the different views and shows the current number items for each view. From task views, you can filter and sort based on task, workflow, or document fields. The following sections explain these views: * [All Tasks][2] * [My Tasks][3] * [Available Tasks][4] * [Active Workflows][6] The task and workflow views use [status indicator icons][7] to show the current status of each workflow or task. ### About Task Counts The task counts that appear for each view may change when you click to the view. This occurs because Vault does not automatically check your permissions when loading the Home tab, but does verify that you have the appropriate permissions for each task when loading the related view. If you have more than 200 tasks in the Available Tasks, My Tasks, or All Tasks views, these views will not show tasks for which you do not have access. In this case, the number of tasks in your All Tasks view may not be equal to the combined number of tasks in your Available Tasks and My Tasks views. ### All Tasks {#all_tasks} **All Tasks** is the default view. This view shows both tasks assigned to you and available tasks. For each workflow task, this view describes the required actions to complete the task and the document to which the task applies. You can click the document name to view it, or click **Show more** to see additional task details. For each user task, this view includes the task, the due date, and the assignee. You can complete a workflow task or user task from the **All Tasks** or **My Tasks** page by clicking **Complete**. ### My Tasks {#MyTasksView} You may have assigned tasks for which you're responsible. These tasks may be steps in a document or object workflow, or they may be a user task assigned to you. The **My Tasks** view lists all of your assigned tasks. ### Available Tasks {#AvailableTasksView} The **Available Task** view lists all tasks that are "available" for you to accept and complete. When a task shows up as available, an Admin has configured the task so that any of the assigned users can complete it. When one user accepts the task, it is no longer listed as available and shows in that user's **My Tasks** view. ### Grid View for Tasks Vault automatically opens the task views in **Detail View**, which lists tasks in rows. You can also see tasks in Grid View, which functions like a spreadsheet and allows you to sort, resize columns, modify which columns appear, and export the task list. Grid View shows the _Task Name_, _Task Due Date_, _Task Assignment Date_, and _Workflow Owner_ columns automatically. To add or remove columns, open the **Actions Menu** and select **Edit Columns**. #### Showing document and object fields in columns If you select a Content Type in the filters, Vault displays only tasks related to the selected content type. In the _Edit Columns_ dialog, you can select fields specific to the selected object or document type. ### Active Workflows {#ActiveWorkflowsView} The **Active Workflow** view lists workflows in which you are a participant or the Workflow Owner. You'll also see workflows on any documents where you have the _Owner_ or _Coordinator_ role in legacy workflows. For legacy workflows, this view displays a link to the document and a list of participants, their tasks, and the task completion status. You can use this view to monitor the progress of active workflows.
### Custom Views From the **All Tasks** or **My Tasks** view, you can save a custom task view that includes any applied filters, sort order, and layout selections. If your Vault includes workflows that can assign tasks to "any" user (available tasks), this option is only available on the **All Tasks** view. If your Vault does not include available tasks, saved custom views are only available from the **My Tasks** view. ## Workflow and Task Status Indicator {#status} The status indicator icons below indicate the current status of an active task (in the **My Tasks** and **Available Tasks** views) or a workflow (in the **Active Workflows** view). Red Task Icon Indicates that a task is overdue Orange Task Icon Indicates that there are five (5) or fewer days before the due date Green Task Icon Indicates that there are no overdue tasks or due dates in the next five (5) days Gray Task Icon Indicates that the workflow or task has no due date ## About Delegated Tasks If you've been delegated access to another user's account, you can switch between your own account and the delegated account from the **Home** page. [2]: #all_tasks [3]: #MyTasksView [4]: #AvailableTasksView [6]: #ActiveWorkflowsView [7]: #status