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| Tip |
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Read the task list documentation for a detailed discussion of task lists and their features. |
includes a built-in Task List for every user. This task list displays all pending tasks (in our example, pending leave approval requests) for the user. To access the task list:
- Logout and login as the Manager user ('jerry' in the Figure above).
- You should see your Task List similar to the Figure above.
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- Click the
icon to open the Quick View of the task that we set up earlier.
- Notice that the Task List displays the message "Leave Approval for Tom Cat" which is obtained from resolving
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- the Summary field in the Quick View wizard. If you did not setup the Task Info, you will see a generic time stamp.
- You can view an audit trail, modify the task and perform it.
- Click the Perform button (left most icon).
- The Leave Approval form will be displayed in a popup window.
- The parts that were filled out by the Employee (Tom Cat) will be automatically populated and the Manager-specific signature Section will now be visible. Tom's data cannot be changed since it is digitally signed.
- After reviewing the information and filling out the fields, Jerry must click the 'Sign this section' button to digitally sign the form.
- Click Send to HR to send the request to HR for approval.
- Login as a user with the HR role ('hanna' in our Org Chart above).
- Navigate to the Task list and expand the Leave Approvals task.
- The audit trail now contains information for steps performed by both Tom and Jerry visible at a glance assuming you setup the History Msg as described above. If you did not setup the History Msg, it will be omitted.
- Click the Perform button (left most icon).
- The Leave Approval form will be displayed in a popup window.
- The parts that were filled out by the Employee (Tom Cat) and Manager (Jerry) will be visible but cannot be changed since they are signed.
- After reviewing the information and filling out any needed fields, Hanna must click the 'Sign this section' button to digitally sign the form.
- Click the Finish button to complete the workflow.
- The Form and Doc actions will now be performed: a PDF will be saved to Google Apps or to ImageSilo/PVE as configured, an email will be generated and sent to the original requester (Tom) and a confirmation message will be displayed on the screen.
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