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Speaking of Viewing Tasks in Pool...
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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.
Basic Path
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Viewing Tasks in Pool
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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)
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Search task
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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
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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. |
02. Click on Assume Task.
Assume bulk tasks
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01. Select the tasks you wish to assume.
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03. In the window that opens, view information for the assumed tasks, such as: the amount of tasks assumed, whether or not they were assumed successfully or if one or more tasks have been assumed by another user.
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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. |
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