--- title: "Process Manager" slug: "process-manager" updated: 2024-12-04T01:28:59Z published: 2024-12-04T01:28:59Z canonical: "docs.processmaker.com/process-manager" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # Process Manager Effortlessly manage processes with a streamlined interface designed to keep you in control. As a Process Manager, you can reassign tasks, create custom inbox rules, and oversee all tasks assigned across your team—all from one centralized hub. Quickly identify tasks requiring attention, track deadlines, and monitor completion rates to maintain balanced workloads and ensure smooth, efficient workflows. ## Process Manager A Process Manager handles process design and workflow dynamics to resolve case routing issues. Without their intervention, processes may pause indefinitely because the workflow cannot continue for the following reasons: - The case routes to a task assignee whose user account is inactive. - The case routes to the task assignee's manager, but the user's account does not have a manager configured. - The task assignee does not have a user account manager, and is a member of two or more groups which have different managers. - The case routes to a task assignee with one of the following statuses: - The user is out-of-office, but has not configured delegation settings. - The user is not scheduled to work, but has not configured delegation settings. For more details on configuring a Process Manager, refer to [Configure General Process Settings](/v1/docs/configure-general-process-settings). --- ## Manage Processes Process Managers can perform the following actions on all processes they oversee through the **Processes|Manage** page. - [View all tasks](/v1/docs/manage-tasks#view-tasks) - [Reassign tasks](/v1/docs/manage-tasks#reassign-tasks) - [Create an Inbox rule](/v1/docs/smart-inbox#inbox-rules) - [Claim Tasks](/v1/docs/task-reassignment#claim-tasks) ## View all Tasks **Permissions** Your user account or group membership must have the following permissions unless your user account has the **Make this user a Super Admin** setting selected: - Be an assigned [Process Manager](/v1/docs/configure-general-process-settings) for at least one process. **Known issue**: Process Managers require admin permissions to view the **Processes|Manage** list in 4.12.0. This issue is scheduled for resolution in 4.12.1. Follow these steps to access the **Processes|Manage** list and view tasks for all processes you manage: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Processes|Manage** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Processes - Manage.png) from the left sidebar to view a list of tasks from the processes you manage. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Processes - Manage Page(1).png) **Columns in the **Processes | Manage** list** - **Case #:** The **Case #** column displays the [Case](/v1/docs/requests-and-cases#what-is-a-case) number associated with the assigned Task. - **Case Title:** The **Case Title** column displays the title of the Case. - **Priority Flag:** The **Priority Flag** column defines the urgency of the task. - If the flag is red, the task is marked as important. - If the flag is empty, it indicates normal priority. You can click the empty flag to mark the task as important. - **Task:** The **Task** column displays the name of the task assigned to you. - **Process:** The **Process** column displays the Process name associated with the Request. - **Assignee**: The **Assignee** column displays the following: - The name of the user currently assigned to each task to manage and instantly see who is responsible for a particular task. - For tasks that are unassigned, the column displays **Unclaimed**, making it easy to manage and identify tasks that need immediate assignment. - **Status:** The **Status** column displays the status of the Task. - On Time Tasks you have not completed display with the **In Progress** status green colored. - Overdue Tasks you have not completed display with the **Overdue** status red colored. - Unclaimed Tasks you have not completed display with the **Self Service** status red colored. - **Due Date:** The **Due Date** column displays the date and time the Task is due. Task due date is set when building a process in the Modeler. Time is displayed based on the ProcessMaker Platform’s time zone setting. However, if you've set a specific time zone in your [user profile](/v1/docs/profile-settings#change-your-profile-settings), that setting will take priority. --- ## Reassign Tasks **Permissions** Your user account or group membership must have the following permissions unless your user account has the **Make this user a Super Admin** setting selected: - Be an assigned [Process Manager.](/v1/docs/process-manager) - Enable the task reassignment in the [Task configuration](/v1/docs/form-task#assignment-rules-panel-settings). - Assign users or groups for the task reassignment in the [Process settings](/v1/docs/configure-general-process-settings). - The [**View Users**](/v1/docs/permission-descriptions-for-users-and-groups#users) and [**View Groups**](/v1/docs/permission-descriptions-for-users-and-groups#groups) permissions to view the available users and groups. The **Processes|Manage** list allows tasks to be reassigned from a central location, saving time and ensuring that they are allocated to the right individuals. Task reassignment depends on two settings: #### **Process Configuration** - Process Owners can assign a **Process Manager** who will have the authority to reassign tasks for the process. - They can also specify a list of users or groups in the **Reassign Users/Groups** setting, limiting task reassignment to those selected in the list. - For more details, see [Configure General Process Settings](/docs/process-manager#). #### **Task Configuration** - In the Modeler, Designers can enable the **Allow Reassignment** toggle to permit task assignees to reassign their tasks to other users. - For more details, see [Assignment Rules Setting](/docs/process-manager#). > [!NOTE] > #### Reassignment Rules > > > > **Process Managers** > > - A Process Manager can reassign tasks from the **Processes | Manage** page. > - If **Allow Reassignment** is enabled, the Process Manager can reassign tasks to any user in the organization. > - If **Allow Reassignment** is enabled and **Reassign Users/Groups** list is configured, the Process Manager can only reassign tasks to users or groups in the list. > - If **Allow Reassignment** is disabled and **Reassign Users/Groups** list is configured, the Process Manager can only reassign tasks to users or groups in the list. > - If **Allow Reassignment** is disabled and no users or groups are specified, the Process Manager cannot reassign tasks. > > > > **Task Assignees** > > - If **Allow Reassignment** is enabled, task assignees can reassign tasks to any user in the organization. > - If **Allow Reassignment** is enabled and **Reassign Users/Groups** list is configured, task assignees can only reassign tasks to users or groups in the list. > - If **Allow Reassignment** is disabled, task assignees cannot reassign tasks. Follow these steps to reassign tasks to another user: 1. [View tasks in the Processes|Manage list](/v1/docs/task-reassignment#view-all-tasks). 2. Select one task that you would like to reassign, and click the **Case #**, **Case Title**, or **Task** column to open the form for the task. 3. From the **Details** section of the form, click the **Reassign** button to assign the task to another user. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Form to Reassign.png) 4. Select the user the task will be reassigned to, then click **Reassign**. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ef57be41-d739-4094-ad0b-82b7232016ff.png) 5. After the task is reassigned, the following reassignment notification is sent to the task assignee. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Reassignment notification.png) --- ## Claim Tasks **Permissions** Your user account or group membership must have the following permissions unless your user account has the **Make this user a Super Admin** setting selected: - Enable the task reassignment in the [Task configuration](/v1/docs/form-task#assignment-rules-panel-settings). - Assign users or groups for the task reassignment in the [Process settings](/v1/docs/configure-general-process-settings). - The [View Users](/v1/docs/permission-descriptions-for-users-and-groups#users) and [**View Groups**](/v1/docs/permission-descriptions-for-users-and-groups#groups) permissions to view the available users and groups. A Process Manager can reassign unclaimed self-service tasks without having to claim them first. Follow these steps to reassign unclaimed tasks: 1. [View tasks in the Processes | Manage list](/v1/docs/task-reassignment#view-all-tasks). 2. Unclaimed self-service tasks are marked as `Unclaimed `in the **Assignee** column. 3. Select one task with the Self Service status, and click the **Case #**, **Case Title**, or **Task** column to open the form for the task. 4. From the **Details** section, click the **Reassign** button to assign the task to another user. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Claim Task.png) 5. Select the user the task will be reassigned to, then click **Reassign**. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ef57be41-d739-4094-ad0b-82b7232016ff.png) 6. The task is now directly assigned to a user without the Process Manager having to claim it first.