Task Management

Searching for Tasks

The main search can be used to search for process business keys:

It will perform partial matches on any part of a business key. In the article extras you can choose to show or hide this search.

Standard Columns

The table of tasks always displays the following information.

Task/Process

This column includes the task description (as set in the workflow model), the process instance business key, and, in a tooltip, the process name.

Assignee

The display name of the user the task is currently assigned to, or the word "unassigned", with a button to assign the task.

Updated and Due Dates

These dates are those of the task, not the process. You can sort tasks by date by clicking on the column titles. If a due date is in the past it will be highlighted in red.

Custom Columns and Filters

Columns and filters are set up in the article extras. They determine which users can be managed by the template, control the process instances that will be returned, and provide controls that you can use to filter tasks.

Active Filters

For all filters, make a selection, then press the "Update" button to reload the table with your chosen filters. Current filters are listed at the top of the table and can be removed individually or cleared.

Viewing Details

The right-most column includes a button that shows a summary of the task.

The Assignee, Start Date and Completion target fields show the same information as the main list of tasks. Beneath this is a task summary. This summary is taken from the most recent summary event in the history written by this process, and works in exactly the same way as the summary view in the Self Service and User Requests templates.