Page Comparison

Section

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.  Selected tasks will display with a blue background. 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 2

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• Toggle the left side navigation bar.

• Refresh the Task List. The expanded/contracted state of the refreshed task list will not change. 

  Note
  The Task List does not automatically refresh. Users who rely on their Task List instead of Task Notification should manually refresh the list regularly.

• Image ModifiedInbox displays a non-expanded task list.  
• Recent displays all tasks you acted upon in the past 7 days. The task list is color coded. Tasks with a green background have been submitted, while those with an white background are pending/saved. A red background indicates tasks that have been aborted. The image shows one submitted task, two aborted tasks and two pending tasks.
• Image ModifiedSaved displays all tasks currently saved by you
• Search for tasks you have performed in the past
• Embed your task list in another web page
  
  

• Image ModifiedQuick View of the task without displaying the entire form. Quick View allows the user who's responsibility it is to review the task (manager, supervisor, reviewer etc.) to add a comment, approve or reject, sign and pass it to the next user in the workflow. Quick View is enabled by the designer. See below for the details.
• Image ModifiedPerform the task. This icon is red when the task is locked by you so that only you can perform it. No other users with your role can perform this task unless you unlock it . The icon is blue when the task is shared between multiple users, for example when the task is assigned to a role i.e. group of users.
• Abort the task. The abort icon will only display if the user is a workflow administrator, tenant admin or a designer user. 
• Image ModifiedModify a task and send it back to a prior step, abort, reassign or reset a task. The Modify icon will only display if the user is a workflow administrator, tenant admin or a designer user. 
• Image ModifiedLock the task so you can perform it later.
• Image ModifiedUnlock the task and return it to the task pool.
• Image ModifiedAudit Trail displays the event history for this specific task. For workflows you will see all the users that have participated in the workflow thus far. For saved forms & workflows you will see each time you clicked save 

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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 workflow 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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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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