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- You clicked the save icon on a form or flow which had the saved/load feature enabled.
- A workflow was directed to you to perform the next step in the flow.
- A workflow was directed to a role (ex: Manager) to perform the next step in the flow, and you have that role. See embedding your task list.
You will see your tasks when you login. If your user account has the special frevvo.designer role, you must click on the My Tasks tab below the Applications, Spaces and Themes tabs to view your tasks. The 
icon expands and contracts the task list . It will show a menu with two selections, My Tasks and Shared Items when it is expanded. A contracted Task list will show the associated screens to the right while an expanded Task List displays the screens below it.
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Clicking the 
icon shows a Quick View of the task without leaving the task list. The Quick View feature is particularly suited to forms designed for mobile devices. The Quick View icon will only appear for tasks where it is enabled by the form/flow designer. You will need at least one Approval control in your form to enable the Quick View feature. See Setup Quick View for more informationthe details. Quick View provides an easy way to add a comment, approve something in your task list and pass the task to the next person, or reject the task and send it back to the previous step. See Modify a Task below for more information.
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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 or a signed section is not allowed. Regular text digital signatures for the approval section are supported. For Example, the Expense Statement form shown Let's consider a Leave Approval workflow with two activities: the first activity is a form which collects the pertinent information about the Leave request - employee name, starting date and duration of leave, etc. This step can be filled out by any employee requesting a leave. The second step in the flow is a form that 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. 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 approval control in the form will display as shown in the image below.
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. Approve button. Clicking 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 "Task successfully approved" and moves the workflow along to the next step. The task will disappear from your task list.
- Reject button. Clicking this rejects the task and sends it back to the immediate previous step. 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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- 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
- 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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Once a task is locked, all other other users with this role can no longer perform this task. They will see the perform and modify icons for this task on their task list change as shown below to a indicate that they cannot be clicked:
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The image below shows the Task List of Manager Jill Burns after Manager Jerry Mouse has claimed the Leave Approval submitted by employee Tom Cat. Note that the error message shows the user who has locked the task, in this case, Jerry. You can also hover over these icons to display a tool tip with the username of the person who currently has this task locked. If a task is currently locked, the last entry in the audit trail will show who locked it and when.
You can ask that person to unlock the task if you want to perform it. You can also ask your tenant administrator to unlock a task if you want to perform it. You can also ask your tenant administrator to unlock a task.
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Modify A Task
A workflow can be sent back to a person who performed one of the prior step by clicking the 
icon. The reset action can be done by any user that has the task pending on their list.
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In many real world workflows such as a loan or job application, the first one or more steps are often performed by people that do not have a user account in the tenant. You currently cannot send the workflow back to this person. The task can only be sent back to a person with a user account in the tenanta user account in the tenant. You cannot reset a task to an activity with a precondition. All signatures in activities along the way will be removed - the user will have to sign again. You cannot reset a task to a Summary activity.
By Admin
The tenant admin user has special modify permissions. In addition to reset to step, the tenant admin can:
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Search history only displays forms and workflows which have the "show in history" property enabled. This property is configured by the form or workflow designer. If you don't see a form appearing in your history, contact your tenant administrator or the form/workflow designer and ask them to enable this feature.
You can narrow your search to specific forms or flows and also to a specific date range when you performed that task, submission status and only tasks that ended with errors.
Workflows only appear in your search results if you performed one or more steps in the flow. Workflows will NOT appear in your search results just because it was at one point in time on your task list but was performed by a user other than you. For example if a workflow is on your task list because you have the role (ex: Managers) to which a particular flow step is assigned, but this step is performed by another user with that role, then this task will not appear in your search list.
step is performed by another user with that role, then this task will not appear in your search list.
When you click the Submit button, the Search Results will display. You may notice the 
Refresh icon is no longer visible. This is as designed. There is no Refresh capability available for Search results.When you click the Cancel button, you will see the message "Your search was cancelled" and the Task List is accessible.
Search History - By Admin
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Here is how the 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.
For this version, embedding the task list successfully into an HTML page requires setting its width. See URL Parameters for more details.