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Speaking of Viewing Due Tasks...
The Due Tasks option shows all tasks originated in process requests and assigned to the respective user. In this case, the user must execute the task in order to continue the process flow.
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It is only possible to move the main task to the solution application phase after all tasks previously created or generated during the process have been completed. |
Viewing Due Tasks
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01. From the main menu, click Task Central.
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When the task is displayed in black, it indicates that it has no set deadline or is not late. And when it is red, it indicates that the task is behind schedule. |
Find task to complete
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01. On the Completing Tasks tab, click on the configuration icon (gear) located in the right corner of the search field that is just below the task totals.
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05. View the localized task.
Filter tasks to complete
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01. Activate Filter, located in the action bar.
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Clicking this option displays the window where you can define criteria to apply when filtering tasks. More information can be obtained from Filters. |
View request details to which task to complete belongs
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01. In the task list to complete, select and open the task from which you want to view the details of the request to which it belongs.
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When you open the task you can view the details of the request to which it belongs, such as the process diagram, the form, the attachments, and more. More information can be found in Viewing Request Details. |
Perform task to complete
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01. In the task list to complete, trigger the code of the task to be executed.
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Shortly after triggering Send, the user can define which action to take. The available options are described below:
By clicking on the request number or on the Access request link, the user will be redirected directly to the request. |
Cancel request
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01. In the Tasks to Complete list, select one of the requests.
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It will be possible to cancel a request by means of the move when the requesting user or a process manager is the one who initiated the request. |
Download task to complete
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01. In the task list to complete, select the task to be transferred to another user.
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06. In the confirmation message that appears, click Finish.
Export tasks to complete
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01. Activate Export, located in the action bar.
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Clicking this option generates a spreadsheet containing all the tasks to be completed by the user from which the tasks are being viewed. |
Update task list to complete
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01. Activate Update, located in the action bar.
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When this option is pressed, the completed task list is reloaded and updated. |
Perform tasks to complete in block
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01. In the to-do list, select all tasks that must be moved in bulk.
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