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View Tasks You Need to Do

View Tasks that are assigned to you that you have not completed.

View Your Assigned Tasks

The To Do page displays all Tasks that are assigned to you.
Follow these steps to view your assigned Tasks:
  1. 1.
    Ensure that you are logged on to ProcessMaker Platform.
  2. 2.
    Click the Tasks option from the top menu. The To Do Tasks page displays. Tasks that display on this page are assigned to you.
Click the To Do icon
from the left sidebar to view your assigned Tasks when you are viewing other Task-related pages. Note that if the Saved Search package is installed, the Saved Search for Tasks displays.
Below is an example of the To Do Tasks page that displays your assigned Tasks. The Saved Search package is not installed in this example.
To Do Tasks page displays your assigned Tasks
The To Do Tasks page displays the following information in tabular format about your assigned Tasks:
  • Task: The Task column displays the name of the assigned Task. Click the Task name to open the selected Task and view its summary.
  • Status: The Status column displays the status of the Task. Since all Tasks in the To Do Tasks page are Tasks you have not completed, all Tasks display with the In Progress status, represented by the
    icon.
  • Request: The Request column displays the Request associated with the assigned Task. Click the Request name to view the Request summary.
  • Assignee: The Assignee column displays your avatar since all Tasks in the To Do Tasks page are assigned to you.
  • Due: The Due column displays the date and time the Task is due. If n/a displays, then no due date was set to the Task. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Preview a Task

Optionally, preview a Task by clicking the Preview icon
for that Task. The Preview pane streamlines and accelerates completing your Tasks. Directly interact with information and complete your work without navigating away from the Task list.
To Do Tasks page displaying the preview of a Task
The Preview pane hovers on the right of the To Do Tasks page to display any previewed Task from the list. After previewing a Task, optionally do any of the following:
  • Return your mouse focus to the Task list to browse other Tasks in the list without closing the Preview pane. You may then click any Task's name from the Task list to display it in the Preview pane.
  • Click the Prev button or Next button from the Preview pane to view the previous or next Task in the list, respectively. The Prev button is disabled if the first Task in the list previews. Likewise, the Next button is disabled if the last Task in the list previews.
  • Click the icon
    from the Preview pane to open that Task. Opening the Task displays its Task summary.

View an Assigned Task and Its Summary

To view an assigned Task and its summary, do one of the following:
  • Click the Preview icon
    for the Task name that you want to view.
  • Click the ellipses
    icon, and then select the Open Task option for the Task that you want to view.

View a Request Summary Associated with a Task

To view a Request summary, do one of the following:
  • From the Request column, click the Request for the assigned Task.
  • Click the ellipses
    icon, and then select the Open Request option for the Request associated with the Task.

Search for a Task

Use Request data to search for Tasks on this page based on the following criteria:
  • Request: Search using one or more Requests based on the Process names associated with the Request(s).
  • Task: Search using one or more Task names as part of your search criteria.
  • Status: Search using one or more of the following Task statuses:
    • In progress: Include Tasks that are assigned to you which are in progress or not started as part of your search criteria.
    • Completed: Include Tasks that are you have completed as part of your search criteria.
    • Self service: Include Tasks that you can assign to yourself, but have not yet been assigned.
You can do basic and advanced searches for Tasks.
If the Saved Searches package is installed, you may save search parameters and share them with other users and groups by clicking the Save Search button
. See Create and Share a Saved Search.
If the Saved Searches package is not installed, the Save Search button is not available.

Be Reminded of Overdue Tasks

A message displays above your assigned Tasks how many of those Tasks are overdue.
Furthermore, the due dates for overdue Tasks display in a different color in the Due column than Tasks that are not overdue.

No Assigned Tasks?

If there are no assigned Tasks, the following message displays: You don't currently have any tasks assigned to you.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.
Last modified 24d ago