Tasks

The Tasks list provides access to open and / or finished tasks.

If the Tasks list is activated, all tasks of the user are shown. The small number in the collapsible header indicates how many tasks there are.

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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.
You can find an overview here.

Task list menu

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Order and group by

You can modify the view of your task list by changing the order of the tasks or grouping the tasks. This makes it easy to work on same incidents, for example.

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Show / Hide finished tasks

The "Show finished tasks since" selection allows several useful and predefined options, when to show finished tasks. These are:

Never

A task will be hidden immediately after it’s finished

Today

Only tasks that have been finished today will be shown

Yesterday

Only tasks that have been finished since yesterday will be shown

Last Week

Only tasks that have been finished since last week will be shown

Last Month

Only tasks that have been finished since last month will be shown

Last Year

Only tasks that have been finished since last year will be shown

Always

Finished tasks will always be shown

Date selection

Only tasks that have been finished since a given date will be shown

Delegate tasks

Click on the button Show delegated tasks to view the tasks that you have delegated. Find more information about this topic in the chapter Delegation.

Set task priorities

Open a task and click on the button Priority in the task menu to define the urgency of that task.

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The priority is then displayed in the Tasks list. If you have the list view active, the task icon will be colored according to the priority.
Tasks can be sorted by their priority.

Open a task outside IYOPRO

You may open a task outside IYOPRO. You have the following possibilities:

  • Open the task in the web portal and click on the button Undock

  • Open the task in the app portal

  • 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)