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Column 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.  See images below. Selected tasks will display with a blue background. Updates to the task list occur automatically every five minutes and an icon is provided to manually refresh the list. Desktop/Tablet View of the Task List   Column width 240px On This Page:   Table of Contents maxLevel 1

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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 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 View Screen:

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1. Click on the modify this task icon.
2. Select the step in the flow that you want to send the task back to from the Reset to Step dropdown. To send the workflow back to the Loan Application step performed by the user max(Sheila Wallace), jerry selects this choice from the dropdown. The sections of the screen for aborting and reassignment collapse.
3. Fill in the Reason for the modification. Click submit. The task disappears from Jerry's task list and appears on MaxSheila's task list.

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The  message will display.

User Max Sheila receives an email informing that he she has a new task for the Loan Application flow. The email contains a link to his her task list. He will have to log in to access it.

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On occasion, there may be a reason to abort a task. Only the tenant admin, flow admin or designer user can abort a task. The modify and abort icons only appears appear on these users' task list.  

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A task can also be aborted by checking the Abort this task checkbox after clicking the modify this task icon for that task. Checking "Yes" for the Abort this task question collapses the reset to step, assign to a different user and assign to a different role sectionsReset to Step section. A required reason for aborting the task must be entered before clicking Submit. The reason will be visible in the audit trail.Image Removed

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Reassigning a Task

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The tenant/flow admin clicks the  icon to . To move this saved form to a different user's task list by entering , 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 a different user dropdown: 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 'm1'jill.Image Removed

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Now when Sally next logs into her account she'll no longer see this saved form on her task list. When the user 'm1' jill logs into  m1 she will see Sally's saved form on their her task list and can perform, complete and submit the form.

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The tenant/flow 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' jill is also unavailable. The tenant/flow admin can again search for the loan application form saved by Sally and click modify but this time check the one or more roles radio button then select a role from the "Assign to a different role" dropdown. Click the plus icon to select multiple roles. Now the

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The saved form will appear on the task list of all users that have that role(s).

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