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In this tab, you can also assign multiple tasks for a single user by using the feature Assume bulk tasks, where multiple tasks become the responsibility of the user to whom they have been assigned.
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Basic Path
01. From the main menu, click Task Central.
02. Click on the Tasks tab in Pool: Group or Tasks in Pool: Role, according to the information you would like to view.
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A task is considered to be in pool when the request is located in an activity with one of the following pool assignment mechanisms: assignment for a group or assignment for a role. |
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04. Select the task to be viewed. To open it, click on its code.
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Whenever a task is assigned to a pool, it is shown to all users in that group or role. |
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02. Select one of the available options to search tasks.
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Available options:
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01. Select the Process Details tab to view task details.
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This tab shows general information and details such as location, individual in charge and deadline of a task, in addition to the Assume Task button, which assigns a task’s responsibility to the respective user. |
02. Select the Annotations tab to view the annotations.
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The Annotations tab shows a history of annotations with time spent on this request. This tab will only be available if the process has some activity that requires annotations. |
03. Select the History tab to view the history.
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The History tab shows a history divided by the request movement sequences is displayed, with information such as activity, person responsible, date and observations of movements. By standard, only the last movement displays its details. To display the details of another movement, just click it. It is also possible to display the details of all movements by clicking the Display All option. |
04. Select the Attachments tab to view the attachments.
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The Attachments tab shows all attachments included in the request. When clicking on one of the attachments, it will be opened if the user has due permission. |
05. Select the Form tab to view the main form.
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The Form tab shows the request form, which displays all data completed upon request. This tab will only be available if the process has any linked form configured. |
06. Select the Process tab to view the process flow.
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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. |
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01. Select the Process Details tab to become the task’s executor.
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Tasks currently lack a user responsible for its execution. The task will only be assigned an effective executer after the user selects the Tasks in Pool option and assumes the respective task. |
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02. Click on Assume in bulk.
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This feature allows users to assume more than one task at the same time. The user then becomes responsible for the assumed tasks. |
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