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Using the Task List

Using the Task List

Owned by Megan Ellis
Last updated: Mar 24, 2023
34 min read

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.

  1. frevvo app:

    1. Non-designer users will see the task list immediately upon logging in and it serves as their "home page".

    2. Users with the frevvo.Designer role must click on the My Tasks tab to view your tasks.

  2. In a frevvo portal, users will click on the Important Items tab to access the Task List. 

  3. 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.