Task List

The  Task List is an electronic listing of workflow tasks that require a user's attention. It is similar to an email inbox. Tasks appear on the task list for one of three reasons:

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Let's consider a Leave Approval workflow with two activities: the first step is a form which collects the pertinent information about the Leave request - employee name, starting date and duration of leave, etc. This step is filled out by any employee requesting a leave. The second step is a form that has a section named Manager Approval with a text area control for comments. The designer has setup the Quick Approval feature for this step in the workflow and assigned the role of manager to it. When a manager clicks the Quick View icon, the Manager step displays as shown:

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You will see the following on the Quick Approval Screen:

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Here is the event history for the same workflow as above. After the reject, the task was performed again by manager Jack Smith and is now on the task list of all users having the role Finance. Now the designer has configured Task History messages on each step, which provides more detail including form data.

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1. Login to your tenant.
2. Click on My Tasks (or if you are using a space, click the Important Items tab, then Task List.)
3. Click the  Search icon
4. On the "Find task for which I am" field, leave the default selection "Participant."
5. Type a keyword from the name of the workflow you are looking for, i.e. "time". A list of possible matches appears. Select the correct one. Click Submit.
   
6. Search for your task in the returned List.
7. Click the  Audit icon to display the Audit Trail. This will show you where the workflow is - in this case, it is still sitting at the Manager step waiting to be approved.
   
   
8. Click the  View icon to  display the workflow step. This allows you to see all the information you entered when you filled out the form.
   
9. Click the  Audit Trail icon again to return to the Task List.

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The tenant/workflow admin clicks the  icon. To move this saved form to a different user's task list, enter the user id of the the person you want to assign it to by checking the user choice radio button in the Assign to: control. Type a username in that field and all users beginning with the letter you have entered appear as dropdown choices. Enter the reason for the reassignment in the Reason field and click submit. In the image below the workflow admin, Jerry has reassigned the task to the username jill.

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