| 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 |
|
...
| Tip |
|---|
Quick View does not lock the task. |
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:
...
The tenant/flow admin clicks the 
icon to move this saved form to a different user's task list by entering the user id of the the person you want to assign it to in the Assign to a different user dropdown. 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'.Image Removed
Image Added
Now when Sally next logs into her account she'll no longer see this saved form on her task list. When the user 'm1' logs into m1 will see Sally's saved form on their task list and can perform, complete and submit the form.
...