Managing Tasks

You can work on your tasks, fill task form, upload documents, view the execution status of the process diagram, write comments, set due date, set follow up date, set priority, reassign task, and complete the task.

Filling the Task Form

To fill the task form:

1. Navigate to My Tasks, and click a task from the My Tasks list. The task details are displayed.
2. In the Task Form tab, specify the details.
3. Optionally, click Set Due Date and select the date from the calendar.
4. Optionally, click Set Follow Up Date and select the date from the calendar.
5. Optionally, choose the priority of the task from the drop-down list as Low, Medium, or High.
6. Optionally, from the Attachments tab, upload supporting documents to the task. For more details, refer Uploading Attachments.
7. From the Diagram tab, you can view the execution status of the process diagram.
8. Optionally, from the Comment tab, add comments to a task to provide additional information. For more details, refer Adding Comments to a Task.
9. Click Save. The task details are saved. When you open the task form, the saved values are auto-populated in the Task Form until you complete the task.
10. Click Complete Task. The task is marked as completed and removed from the My Tasks list.
11. Optionally, choose the User or User Group from the drop-down list and click Reassign Task to assign the task to another user or user group.

Uploading Attachments

To upload attachments:

1. Click the Attachments tab and click Upload Attachment. The Upload Attachment window is displayed.

2. From the General tab, click Browse and select the required document.
3. Choose the Document Type.  
4. From the Authorizations tab, specify the user permissions.
5. Click Upload.

The supporting document to the task is uploaded and displayed in the Attachments tab.

Adding Comments to a Task

To add comments to a task:

1. Click. The Add Task Comment window is displayed.

2. Enter the Task Comment and click Submit.

The comment is added and displayed in the Comments tab.

Resolving Task

To resolve a task:

1. Click. A pop-up window is displayed prompting for confirmation.
2. Click OK.

The task is resolved and removed from the My Tasks list.