Using the Task List
Task List
The frevvo Task List is an electronic listing of workflow tasks that require a user's attention. It is similar to an email inbox. Tasks appear on the task list for one of three reasons:
You clicked the save icon on a form or workflow which had the save/load feature enabled.
A workflow was assigned to you to perform the next step in the workflow.
A workflow was assigned to a role (i.e. Manager) to perform the next step in the workflow, and you have that role.
View the Task List
There are several ways to view your Task List. Users must log in to frevvo to access their task list.
frevvo app:
Non-designer users will see the task list immediately upon logging in and it serves as their "home page".
Users with the frevvo.Designer role must click on the My Tasks tab to view your tasks.
In a frevvo portal, users will click on the Important Items tab to access the Task List.
It is also possible to embed the Task List on your own website.
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. Selected tasks will display with a blue background.
- 1 Task List
- 1.1.1 View the Task List
- 1.1.2 My Tasks Menu
- 1.1.3 Number of Tasks
- 1.1.4 Task Order
- 1.1.5 Task Details
- 1.2 Pending Task Menu
- 2 Perform a Task
- 3 Quick Approval
- 4 Audit Trail
- 4.1.1 Event Icons
- 4.1.2 Event State
- 4.1.3 Audit Trail Examples
- 4.1.3.1 Leave Request
- 4.1.3.2 Mortgage Application
- 4.1.4 Anonymous Steps and the Audit Trail
- 4.2 View My Task
- 4.2.1 View a Screenflow Task
- 4.2.2 Workflow Design Tip
- 5 Lock and Unlock a Task
- 6 Modify a Task
- 6.1 Resetting a Task
- 6.2 Aborting a Task
- 6.3 Reassigning a Task
- 6.3.1 Assign to User
- 6.3.2 Assign to Role
- 6.3.3 Assign to Email Address
- 7 Searching the Task List
- 7.1.1.1 Role
- 7.1.2 Search by Form/Workflow
- 7.1.2.1 Submission Status
- 7.1.2.2 Filter Form or Workflow by data
- 7.1.2.3 Condition Column
- 7.1.2.4 Value Column
- 7.1.2.5 Editing the Logical Expression
- 7.1.2.6 Task List Search Example
- 7.2 By Tenant Admin