The task view of a specific task can be reached from the various types of task lists, from email notifications and using the direct URL. The list My tasks is an overview of tasks assigned to you.
When you open a task you reach the task view, where you can edit information associated with the task as well as perform it (mark is as complete) and continue the process to the upcoming participant(s). This article gives an overview of the different task view options.
Most likely you will want to:
- Follow the instructions in the task view (#4 and #7 below).
- Add/edit forms or documents (#5 and #13 below).
- Invite others to view, edit or perform the task (#11 below).
- Complete the task to continue the process (#3 below).
As you can see below there are more advanced options as well.
For descriptions, see corresponding numbers below. (Click to enlarge the image.)
Task view parts
1. Header with task name, and instance name within brackets.
2. Close button to return to the task list, plus breadcrumbs giving the opportunity to navigate upwards in the application hierarchy (Application View > Instance View > Task View).
3. Tool bar with buttons:
Save saves all changes made.
Check out prevents other participants from performing the task (until you choose to check it in again).
Perform action displays the options available for completing the task and continue the process. Choose one of the options to mark the task as complete and remove it from your inbox.
Maximize and View (at the far right end) give you the opportunity to hide some of the panels for a cleaner workspace.
4. Task name and instruction written by the process owner. This area can also contain the name of the previous performer and a comment from him/her.
5. Default tab (its content is initially visible in the larger area below the tab) containing a form set in the process model (there are tasks with more than one form as well as tasks without any form at all). Forms carry information through the process.
6. Area showing who last updated the form, and when. Or who has the form checked out (currently working with it, preventing others to make changes).
7. Tab containing guiding documents related to the task (set in the process modell). When you click on the tab its content will replace the form (the tab that is currently active).
8. Tab containing the process model, giving you an overview of the process and showing you exactly where in the process you are.
9. Task information.
10. Instance information.
11. Tab containing common tasks within the task. Invite users (to view, edit or perform the task) is the most common one, always available to you as a participant.
12. Tab containing discussions around the document open in the workspace area to the left (the Service Request Form, in this case).
13. Default tab (its content is initially visible in the larger area below the tab) containing available documents and forms. Some of them might be visible as tabs in the workspace area to the left, others you must double-click to open. There is also a New button giving you the opportunity to upload new documents and sometimes (depending on the proces model) to add new forms to the instance. Here you can also manage existing documents.
14. Tab containing an activity log, displaying the history of the instance.