View a Task Summary
View the summary for a Task.
Summary for an Assigned Task
Follow these steps to view the summary for an assigned Task:
Do one of the following to view the Task from which to view its posted comments:
Below is an example of a Task summary.
Task Form
The assigned Task displays in the Form tab. The Form tab displays by default when an assigned Task is opened. The Form tab displays information differently depending on whether ProcessMaker Platform is involved in the task's activity:
The placeholder Screen allows the Task assignee to continue the Request without causing it to pause indefinitely.
This functionality also allows Process Designers to place the basic Process objects into a Process model and then evaluate it during development.
Editable Task Data
Your user account or group membership must have the "Requests: Edit Task Data" permission to edit Task data unless your user account has the Make this user a Super Admin setting selected.
The Data tab displays in JSON format the data a previous participant of this Request entered. Values in the Data tab can be changed from those entered by the previous Request participant.
Follow these steps to edit and save the values from those entered by a previous Request participant:
View the Data tab.
From the editable JSON field, change the values from those entered by the previous Request participant to those that you want.
Click Save. The following message displays when the Request values are changed: Request data successfully updated.
Summary
The Task summary displays general information about the assigned Task. The summary displays beside the assigned Task.
If the assigned Task is overdue, the summary's label displays Overdue.
If the assigned Task is not overdue, the summary's label displays Open.
The following summary displays about an assigned Task:
Due: The Due field displays the date and time the assigned Task is due.
Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.
The Escalate to Manager button may display below the Task assignee in the Assigned To field. The Task assignee may click the Escalate to Manager button to assign this Task to the manager.
To make the Escalate to Manager button available for a Task assignee to use:
Requested By: The Requested By field displays the avatar and full name of the person who started the Request. Hover your cursor over a user's avatar to view that person's full name.
Reassign a Task
If the Task has been configured to allow the Task assignee to reassign the Task to another user, the Reassign button displays in the Task summary.
If this Task is assigned only to you, unless you started this Request, then no other users are available to which to reassign this Task.
Follow these steps to reassign a Task to another user:
Click the Reassign button. The Reassign to screen displays.
Select the user to whom to reassign the Task.
Click Reassign.
What Happens if the Task Cannot Be Reassigned?
If the Task has not been configured that it can be reassigned, then the Reassign button does not display. Therefore, the Task assignee does not have the option to reassign the Task to another user.
Task Comments
Summary for a Completed Task
The Task summary displays general information about the completed Task. Follow these steps to view the summary for a completed Task:
Click the name of the Task from the Name column. The following message displays for the completed Task: Task Completed.
The summary displays for the completed Task.
The following summary displays about a completed Task:
Completed on: The Completed on field displays the date and time the Task was completed.
Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.
Requested By: The Requested By field displays the avatar and full name of the Request starter. Hover your cursor over a user's avatar to view that person's full name.
Related Topics
Last updated