Tasks
The Tasks node provides access to open and / or finished tasks.
If the Tasks node is activated, all tasks of the user are shown. Each task is associated to a process instance. For each process instance in addition a folder is shown beneath the tasks node as well as in the task list. If you navigate to such a folder, only tasks of that process instance type are shown. This makes it easy to work on same incidents.
Task Availability
A various number of user accounts can participate in a workflow task but only one account at a time can be responsible. Therefor, workflow tasks are displayed differently depending on their availability for the currently signed on user account.
Task has no current responsible account or the current account is responsible |
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Another account is responsible for the task |
Show / Hide finished tasks
In the toolbar of the dialog the Hide finished selection allows several useful and predefined options, when to hide finished tasks. These are:
- Immediate
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A task will be hidden immediately after it’s finished
- Today
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Only tasks that have been finished today will be shown
- Yesterday
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Only tasks that have been finished since yesterday will be shown
- Last Week
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Only tasks that have been finished since last week will be shown
- Last Month
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Only tasks that have been finished since last month will be shown
- Last Year
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Only tasks that have been finished since last year will be shown
- Since…
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Only tasks that have been finished since a given date will be shown
Delegate tasks
Click on the button Delegation to delegate tasks and manage already delegated tasks.
Set task priorities
Select one or more entries of the task list and click the button Task priority to define the urgency of those tasks. Tasks can be sorted by their priority.
Configure the task list
The structure of the task list can be changed. Columns can be added or hidden and the order of displayed columns can be changed.
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To modify the displayed columns right click any column head and choose the needed column set.
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To change the order of displayed columns drag the column head and drop it at the desired position.
Open a task outside IYOPRO
You may open a task outside IYOPRO. You have the following possibilities:
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Open the task in the web portal and click on the button "Undock"
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Open the task in the app portal
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Use the URL <IYOPRO Client>/Form.aspx?taskid=<task guid>
Example: https://www.iyopro.com/iyopro/Form.aspx?taskid=93908093-c8d1-465c-b260-cdaa425a48bc (see also topic Start Workflow outside IYOPRO)