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The Task List is an electronic listing of workflow tasks that require a user's attention. It is similar to an email Inbox. Users must log in to to access their task list. Tasks display in a small area on the left side of the screen. Clicking on an icon to perform a task related function will display any associated screens to the right or below the task list depending on it's state. Selected tasks will display with a blue background. An icon is provided to manually refresh the list.
 Desktop/Tablet View of the Task List |
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Quick Approval does not lock the task. |
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 View feature for this step in the flow and assigned the role of manager to it. When a manager clicks on the Quick view icon, the Manager step displays as shown:.
You will see the following on the Quick Approval Screen:
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- If a screenflow is configured with the Navigation toolbar or the workflow contains a Summary step, the user can navigate backwards when viewing. Otherwise, they can only move forward to view the steps.
- Screenflows using Save on Navigate, will show an audit record for each screenflow step. The View icon will be on the last step only but when clicked it will open the screenflow on the first task step. This is as designed.
 If your workflow was created in a version of Live Forms frevvo previous to v8.0, then the steps performed by anonymous users show the task in a WAITING state. In version 8.0, these steps display with a Pending state and show the Email address it was sent to.
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The tenant/flow 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 flow admin, Jerry has reassigned the task to the username jill.
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