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The version 5.1 Task List has a different look and feel than previous releases. 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.  See images below.

Selected tasks will display with a blue background. Updates to the task list occur automatically every five minutes and a new icon is provided to manually refresh the list.

The improved task list in version 5.1 allows quick and easy approval/rejection/update of a task for the workflow manager. For example, it is very common for workflows to consist of an initial form followed by many approvals. In previous versions, the approver had to perform the task, load the entire form, view the request, check an Approve box, enter a comment, sign a section then send the task to the next step in the flow. The Quick View feature makes it very easy to approve something without viewing the entire form.

You will notice a different look and feel when the Task List runs on an iPhone. See below for more information.

Desktop/Tablet View of the Task List  

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Quick View will display the appropriate Approval Control section of the form to the right/below the task list. An Approval Control is any section in the form that contains a text area control directly inside of it. It can be named anything. The section cannot have any other control in it and it can be anywhere in the form with one exception - nesting an approval control inside a repeat is not allowed. Regular text digital signatures for the approval section are supported. For Example, the Expense Statement form shown has a section named Manager Approval with a text area control for comments. This section is considered an Approval Control. Entering a comment on the Quick View screen is the same as typing the comment directly into the form.

You will see the following on the Quick View Screen:

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  •  - The task can be continued (displayed for saved & pending events, and pending flows)
  •  - This task was modified and reset to this step
  •  - This task was finished
  •  - The task is paused (displayed for saved forms/flows)
  •  - The task is aborted
  • Image Added - The task has been reassigned to another user or role by an administrator.

Here is the event history for a workflow that was initiated by an anonymous user ("By: "). Next the task was performed by the user m1. Next user s1 modified the task and reset it back to a step previously performed by user m1. This workflow now resides on the task list of user m1.

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The tenant admin can also move a saved form or any saved or pending flow to one or more roles. In the example above imagine that the user 'm1' is also unavailable. The tenant admin can again search for the loan application form saved by Sally and again click modify but this time select a role from the "Assign to a different role" dropdown. Click the green "+" button to select multiple roles. Now the saved form will appear on the task list of all users that have that role(s).

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Notice that the task history now shows that the form is pending for any user that has the role Processing. Also notice that unlike typical saved forms this task now displays the lock icon which enables one user to lock the task so they can complete this form later.

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