On the Tasks page (1), the Active tab (2) displays a list of outstanding tasks that are assigned to all users in the group or groups. The main purpose of the page is to display the list of tasks so that you can track the completion of tasks.
The main part of the page is occupied by columns (3) with the headings No., Task, Workflow, Priority, Responsible, Group, Created, Assigned, Deadline.
The system automatically tracks the deadlines of tasks and highlights those that have expired:
- Tasks with an overdue deadline are marked in red:
- The color persists until the deadline is updated or the task is completed
The Columns dropdown list allows you to select the columns to be displayed in the table from the available columns, with the Task column always displayed.
Above the table with the heading Active, in the upper right corner, there is a search bar for tasks with the text Search (4)
At the bottom right there is a numbering of pages (6), each of which stores previously created tasks; the number of rows per page can be displayed.
On the right side of the table there is an Action menu (5) with buttons for interacting with tasks.
The Active tab table contains the following columns:
| No. | Column name | Column assignment |
|---|---|---|
| 1. | No. | The column displays the task number |
| 2. | Task | The column displays the name of the Task |
| 3. | Workflow | The column displays the name of the workflow to which the Task belongs |
| 4. | Priority | Indicates the priority of the Task (low, medium, high) |
| 5. | Executor | Task executor (by default, the task executor is the Initiator. An initiator is a user who can initiate the launch of a workflow, in this case it is the Workflow owner) The executor can be reassigned and deleted (for more details see Description of buttons in the action menu). |
| 6. | Group | Name of the user group within which the Task is executed |
| 7. | Created | The column displays the date and time when the Task was created |
| 8. | Assigned | The column indicates the date and time when the Task was assigned to an executor |
| 9. | Deadline | The column displays the deadline date and time by which the task must be completed |
| 10. | Action menu (5) | Contains action menu buttons for interacting with tasks See table Description of action menu buttons for details |
Description of action menu buttons
Depending on the user's role, the action menu may look differently:
- Task performer - more details in Tasks page for the Task Executor role
- Workflow owner - more details in Tasks page for the Workflow Owner role
- Workflow administrator - more details in Tasks page for the Workflow Administrator role
Description of the buttons in the action menu
| No. | Name of buttons with icons | Description |
|---|---|---|
| 1. | Open | The Open button is used to open the active task |
| 2. | Edit | If you click on the button, a modal window opens with an opportunity to reassign the Task to another Executor and change the Task priority. |
| 3. | Assign to yourself | The Assign to yourself button allows you to take the task as your responsibility (assign the task to yourself) |
| 4. | Back to unassigned | The Return to unassigned button is intended for deleting the current task executor |
| 5. | Postpone | The Postpone button is used to change the deadline for task execution |
Examples of how to use the action menu buttons
1. Open button
Clicking on the Open button opens the modal window of the task SF.
If the person who opens a task is not its executor, when opening the modal window, a notification message appears at the bottom right with the message:
You have opened a task in view mode. To execute the task, assign it to yourself.
2. Edit button
If you select Edit, the Task parameters modal window opens, where you can select the executor and priority of the task.
3. Assign to yourself button
When you click the Assign to yourself button, a modal window opens with a question:
Are you sure you want to assign the task to yourself?
After confirmation, the modal window closes and the Task is automatically assigned to the current user.
4. Back to unassigned button
When you click the Back to unassigned button, a modal window opens with a question:
Are you sure you want to return the [Task name] task to unassigned?
Upon confirmation, the modal window closes, the executor specified in the task is automatically deleted, the task moves to the unassigned category and becomes available for reassignment.
After returning to unassigned, the task can be reassigned using the Edit action button or the Assign to yourself button.
5. Postpone button
If you click the Postpone button, the Change due date modal window opens.
If you expand the calendar, you can select the date and time of the new Task due date.
It is also necessary to specify the reason for changing the due date.
Обзор
Инструменты контента