Page Comparison

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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. 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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The Tasks page lists your saved forms and flows and all the flows pending to be performed by you or pending to be performed by someone with one of your assigned roles. You can:

• Click the

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  Image Addedicon to manually 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.

 

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Column width 75% Click the My Tasks to toggle between an expanded and contracted Task List. Click the Inbox icon to display a non-expanded task list.   Click the Recent icon to see 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. Click the Saved icon to view all tasks currently saved by you Click the icon to search for tasks you have performed in the past Click the  icon to see how to embed your task list in another web page Column width 25%

The Tasks page displays a list of all your pending tasks by form/flow name. For each task you can:

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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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The tenant/flow 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 flow admin, Jerry has reassigned the task to the username jill.

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