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.  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:

• A summary text area that can be used to give a description of the task at the top. This is configurable by the designer and can be templatized via the "control" dropdown. See Setup Quick View for the details.

• A text area in which the person who is viewing the task can enter a comment. Entering a comment on the Quick View screen is the same as typing the comment directly into the form.
  

• Approve button. Clicking this displays the message flashes a "Please Wait" message and then displays "Task successfully approved" and moves the workflow along . The workflow moves to the next step. The task will disappear from your task list.
• Reject button. Clicking this rejects the task to the step selected from the Prior Activity dropdown. A reason for the rejection must be provided. The message "Task successfully rejected" will display.
• Details button. Clicking this will display the form as usual. This action is identical to clicking on the perform this task icon. Clicking on the Details button will lock the task.

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Modify a Task

Tenant/flow admins and designer users have special modify permissions. They can:

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The tenant/flow admin clicks the Image Removed icon Image Addedicon to move this saved form to a different user's task list by selecting a user entering the user id of the the person you want to assign it to from the "Assign to a different user" dropdown, putting . Type a message username in Reason input and clicking submit. In the image below the 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 selected the username 'm1'.

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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' is also unavailable. The tenant/flow 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  plus icon 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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Here is how an embedded tasks list looks. Even when embedded, the task list is always protected by a login dialog. So if you have not already authenticated to  you will be prompted to enter your  username and password. The login then automatically redirects each person to their own personal task list.

If embedding the task list successfully into an HTML page requires setting its width, see URL Parameters for more details.

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