Records Managers can check for all upcoming tasks to be processed by selecting Tasks > Upcoming. All upcoming tasks are displayed.

They can recalculate upcoming tasks and process tasks. If a review is required, Records Managers can also review tasks.

IMPORTANT: When records are destroyed, they're deleted from iManage Work at cloudimanage.com and can't be retrieved or restored.

Records aren't destroyed immediately when events to destroy records are created or added to a schedule, or applied to workspaces, folders, or subfolders. Records are destroyed when tasks defined by these destroy events are manually or automatically executed.

After the tasks are processed, all the records are updated with the status as per the retention schedule applied.

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Records Managers can deny an upcoming task by selecting the idm_new_30.png icon next to the task and then selecting Deny as shown in the following figure. The status then changes to Denied and the task isn't processed.

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Selecting table columns

Select the settings.png icon to display the Table Columns list. Select or deselect the columns that should be displayed on the Upcoming Tasks page.

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The Table Columns list includes the following options:

  • Container: Displays the workspace in which the records are scheduled to be destroyed. Records Managers can select the link provided in this column to browse to the File Plan page for that workspace, where they can look at all the profiles for records that were scheduled for destruction.

  • Event Name: Displays the name of the event applied to the schedule that's applied to the record.

  • Schedule: Displays the name of the schedule applied to the record.

  • Event Type: Displays the name of the event type selected for the event applied.

  • Client ID and Client Name: Displays the name and ID of the client associated with the records before they were destroyed. This information is sourced from iManage Work at cloudimanage.com.

  • Matter ID and Matter Name: Displays the name and ID of the workspace associated with the records before they were destroyed. This information is sourced from iManage Work at cloudimanage.com.

  • Start: Displays the time when the task is eligible for execution.

  • Record Count: Displays the number of records that are scheduled to be destroyed. This is available only for destruction tasks.

  • Total Size (MB): Displays the total size of all the records that are scheduled to be destroyed. This is available only for destruction tasks.

  • Status: Displays the status of the upcoming task.

Using filters

Additionally, select Filters to view or hide the filter pane. In the filter pane:

  • In the Start Time section, select the time range. This displays all upcoming tasks for the selected time range.

  • In the Status section, select the status. You can select multiple statuses. This displays all the upcoming tasks for the selected status.

  • In the Items on hold section, select the items that are on hold. This displays all the upcoming tasks for the selected items on hold.

  • In the Libraries section, select the library. This displays all upcoming tasks applicable to the selected library.

  • In the Client section, select the client. This displays all upcoming tasks for the selected client.

  • In the Matter section, select workspaces. You can select more than one workspace at a given time. This displays all upcoming tasks for the selected workspace or workspaces.

  • In the Event Types section, select an event type or multiple event types. This displays all upcoming tasks for the selected event types.

  • In the Event Name section, select an event name. This displays all upcoming tasks for the selected event name.

  • In the Schedule section, select a schedule. This displays all upcoming tasks for the selected schedule.

All the selected filters are displayed next to the Filters button as shown in the following figure. You can either select the idm_new_28.png icon to clear a filter or select Clear All to clear all the selected filters.

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