Task Management Videos

These videos demonstrate the Task Management template, what it does, and how to set it up.

Overview

The Task Management template displays a list of workflow tasks that are either assigned to or claimable by other users. It provides filters to find tasks and users, and controls to either reassign a task to a different user, or unassign it, returning it back to the pool of claimable tasks.

This video provides an overview of the template and shows how it can be used by team managers.

Setting Up the Template

In this video we create an article using the template, decide which user groups should be managed, pick the processes that should be displayed, and add the standard filters.

Custom Columns and Filters

You add custom columns to the template to display additional information and use it to filter tasks.