Self-Assign Tasks to Yourself from a Queue

View Tasks that you can self-service yourself to completion.

View Self-Service Tasks That You Can Assign to Yourself

In some business situations it is beneficial to assign yourself Tasks. For example, a team of Support agents that answer customer questions for a product or service can provide faster customer service by self-assigning Tasks from a queue: the next available Support agent views the queue of self-service Tasks, and then assigns one to himself. After self-assigning a Task, that Task is no longer in the queue of self-assignable Tasks; the self-assignee must complete that Task to completion or reassign that Task to another user if option is available for that Task.

Both Tasks and Manual Tasks can be configured for self-service.

If a self-assigned Task is then reassigned to another user, that Task no longer can be self-assigned.

Follow these steps to view the queue of self-service Tasks from which to assign to yourself:

  1. Ensure that you are logged on to ProcessMaker.

  2. Click the Tasks option from the top menu. The To Do Tasks page displays.

  3. Click the Claim Task button to self-assign this Task. This Task moves from the Self Service page to your To Do Tasks page, and its status changes to In Progress.

Below is an example of the Self Service Task page that displays queued Tasks from which you can assign to yourself. The Saved Search package is not installed in this example.

The Self Service Task page displays the following information in tabular format about all your completed Tasks:

  • Task: The Task column displays the name of the Task. Click the Task name, and then click the Claim Task button to self-assign that Task.

  • Request: The Request column displays the name of the Process associated with the Request. Click the Process name to view the Request summary.

  • Assignee: The Assignee column in other Task-related pages displays the user assigned a Task. Since all Tasks in the Self Service page are Tasks that have not been self-assigned, the Assignee column displays no information.

  • Due: The Due column displays the date you completed was 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.

Self-Assign a Task to View Its Summary

To view a Task and its summary, do one of the following:

  • From the Task column, click the Task name that you want to view, and then click the Claim Task button.

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 completed 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 not installed, the Save Search button is not available.

Be Reminded of Overdue Tasks

If you have Tasks in the To Do Tasks page, a message displays above your completed Tasks how many overdue Tasks you have.

No Self Service Tasks?

If there are no self service Tasks assigned to your group, the following message displays: No Results.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

pageWhat is a Task?pageView Tasks You Need to DopageView Completed TaskspageSearch for a TaskpageTask CommentspageView a Task SummarypageControl How Tabular Information Displays

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