Working with Tasks

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Completing Tasks

You can see multiple tasks at once in the Tasks tab. You can choose to see all of the tasks you are responsible for, all open tasks regardless of owner, or one of several other views.

When viewing a a Case record or some other record, the My Tasks area of the sidebar shows tasks related that are relevant to that record. Click [Complete] to mark a task as done.

CaseMyTasks.png

Working with Process Tasks

When a Process runs, it creates tasks in the sequence defined by the process model. Here, for example, an evaluation process has begun, creating a task for Aaron Acme:

ProcessTask.png

Processes are listed in the sidebar, along with tasks assigned to the current user.

To monitor the progress of the process, click the process name in the sidebar, as shown by the red arrow in the screenshot above. When you do, a window opens, displaying the process diagram. Here, the simple two-step process is displayed, with the next task(s) to be performed highlighted in red:

ProcessInProgress.png

Creating Tasks

When viewing a Case record or some other record, click Add Task to begin a collaboration:

CaseNewTask.png

A dialog pops up that lets you choose the type of task to create:

TaskSingleStep.png
Single Step

This option is the default. For this simple task type, you say what needs to be done, who needs to do it, and when you need it.

Multi Step

A Multi Step Task lets you define a sequence of steps, where each step begins only when the previous step has been done. (Each step becomes a task for the designated user. When the task is completed, a new task is generated for the next step in the procedure.)

TaskMultiStep.png

For an approval step, you specify the point to go to if the approval request is rejected.

When approval is granted, the next step in the sequence is carried out.

Task Form

The Task Form option opens up the full Task form. This is the form you would would see if you were in the Tasks tab and you clicked [New Task]. That form lets you put more detailed instructions in the Description field. It also lets you specify values for any fields that may have been added to the Tasks object.

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