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Speaking of Viewing My Tasks Under Management...

The My Tasks Under Management option shows all tasks for processes in which the user is assigned as the manager. This allows the user to monitor the progress of managed tasks.

When moving the activity as a manager, it will be registered on the request history that the activity was carried out by a manager user on behalf of the responsible user.

 

Basic Path

 

01. From the main menu, click Task Central.

02. Click on the My Tasks under Management tab.

The option My Tasks under Management will only appear for users who are assigned as process managers. Upon access, all tasks under managed by this user are displayed.

03. Select the task to be managed. To open it, click on the code.

Request codes displayed in black indicate that the activity does not have a deadline set, or that it is not late. Codes displayed in red indicate that the activity has exceeded the established execution deadline. 

04. Select the Form tab to complete the form.

The fields displayed in the form are previously defined through the Form Configuration feature, which allows you to standardize the format, availability and fields to be filled out in a certain activity. If the process does not have a form definition associated with it, the Form tab will not be displayed. 

05. Select the History tab to view the history fir the history.

The History tab presents the record of all movements done in the request, what were the activities run until the moment, the person responsible and the date when each activity was run, as well as the notes made by each user. When a process request is being started, the History tab will not be presented. The history will only be shown after the first movement record for the respective request. 

06. If the annotations need to be performed, access the Annotations tab.

The Annotations tab allows the user to register the hours worked annotations in the activity execution. If the activity does not control the activity through annotations, the Annotations tab will not be displayed. To add a new annotation, you should enter the date and time spent and click the Save button. To delete an annotation, just click the recycle bin icon next to the annotation record. 

07. Select the Notes tab to enter notes regarding the performance of an activity.

The Notes tab allows the user to register comments about the activity execution. These comments will be stored in the request’s history. 

08. Select the Attachments tab to add attachments to the request.

The Attachments tab allows the user to attach any document type existing in the platform to the request or upload of new files. You can also delete existing attachments or post the attached documents by upload in the platform. The execution of these actions depends on the attachment security configuration for the process. The Post Attachments option shows detailed information regarding the activity. 

09. Select the Process tab to view the process flow.

The Process tab allows you to view the flowchart of a process, allowing for an easy identification of the current activity and verification of the forward and backward flows. 

10. In the Decision area, select an option in the Send to activity field.

The activities found in the selection box are the forward or backward activities that are configured for the respective activity. 

11. In the Decision area, select an option in the field with the user.

The chosen user will be the person responsible for the activity chosen in the Send to activity" field. In some situations, this option will not be displayed. This occurs when the activity chosen in the "Send to activity" field has some assignment condition that does not need to select the user, such as a POOL assignment mechanism for Group or Role or a joint activity for all users.

You can also search for the desired user by entering his/her name in the Search field.

12. Click Send.

By clicking the Send button, the request will be moved to the next activity chosen in the "Send to activity" field. When moving the activity as a manager, it will be registered on the moving history that the activity was carried out by a manager user on behalf of the responsible user.

You can also click the Save button; however, that way the request remains in the current activity, only saving data entered.

 


Attention!

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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