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Speaking of Viewing Tasks in Pool...

The Tasks in Pool option shows all tasks under the responsibility of a group of users. The numbers displayed on the top of the window are related to the selected pool, that is, all the tasks that are pending for this pool and not just for the authenticated user or the one that is being substituted.

Tasks in Pool allow distributing an activity’s tasks to a group of users, rather than a specific individual, in which case the entire group becomes responsible for such tasks until some of the users assume their execution. From that moment on, the task is no longer assigned to the group, but rather solely to the user who assumed it.

 

Basic Path

 

01. From the main menu, click Task Central.

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Whenever a task is assigned to a pool, it is shown to all users in that group or role.

 

Alternative Path(s)

 

Search task

 

01. In the tab Tasks in pool: Group or Tasks in pool: Role, press the settings icon (gear) located on the right corner of the search field that is just below the task totals.

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04. Press the task search icon (magnifying glass).

05. View the task found.

 

View Information

 

01. Select the Process Details tab to view task details.

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The Processes tab shows the process flow chart, facilitating identification of current activity and verification of potential progress and regress flows. 

 

Assume Task

 

01. Select the Process Details tab to become the task’s executor.

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02. Click on Assume Task.

 

 

Speaking of Viewing Tasks in Pool...

The Tasks in Pool option shows all tasks under the responsibility of a group of users. The numbers displayed on the top of the window are related to the selected pool, that is, all the tasks that are pending for this pool and not just for the authenticated user or the one that is being substituted.

Informações
titleAttention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

 Tasks in Pool allow distributing an activity’s tasks to a group of users, rather than a specific individual, in which case the entire group becomes responsible for such tasks until some of the users assume their execution. From that moment on, the task is no longer assigned to the group, but rather solely to the user who assumed it.