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My tasks

Description

Displays the tasks in which the user is involved like a supervisor, manager, or person responsible for approving or rejecting those tasks.

My tasks provides information about the process, the task, the start and due date and the asigned user. By clicking a record, it will be shown de task details and to perform actions will be allowed.

Manual tasks are assigned to named users, groups or roles.  Whatever strategy is followed, each one of the assigned users will see the task at their tasks page. 

You can differentiate tasks by their highlighted style:

  • Highlighted bold: when the task is pending for the user to take ownership.
  • Highlighted blue: task close to completion date
  • Highlighted red: task after the completion date
  • Normal: started task

The purpose of My tasks as a part of Identity seft service is to reduce the workload of IT department, as well as improve overall security of IT system. Soffid console is concerned about task delegation and workflow management. 

Screen overview

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Related objects

Standard attributes

Table

  • Process id: unique process identifier in the system that stars from zero and increases by one.
  • Process: process name (this is the name of the workflow).
  • Task: name of the task in which the process is running.
  • Start date: date and time when the process was started.
  • Due date: date and time when the process will finish.
  • Assigned: user who has been assigned the task.

    Detail

    Below you can see the workflow information, which has several tabs.

    Task tab

    Displays information about the work performed in this task. This information varies for each workflow but is almost always structured as a form.

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    Action logs tab

    The action logs tab shows basic information about the process and a list with the summary of all the successive phases through which the task has passed.

    • Start date: date and time the task starts
    • Last task date: date of last task update.
    • End date: date and time the process ends.
    • Status: shows the point of the task (pending, on going or End/Completed)
    • Approve pending permissions: Summary of all the successive phases through which the task has passed, providing information on the start date and time of the phase, the user assigned, and the action that was done.
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    Attachments tab

    This option only appears if it has been enabled in the workflow settings. This screen lists the documents attached to the task.

    Allows you to download those documents and to verify any digital signature attached to them. Some tasks even allow the user to upload documents.

    Comments tab

    Displays the comments list added during the business process execution. Displays the comments list added during the task execution providing information about the user who wrote the comment, the date and time of that writing, and the comment that was writed.

    Actions

    Table

    Refresh

    This action refresh the task table with the last current data.

    Download CSV file

    This action allows you to download a csv file with the list of all tasks.

    View

    Allows you to add or remove columns to the table.

    It is also possible to change the order of the columns.

    "Open task"

    By clicking on a record, the task detail will be shown.

    Detail

    Close

    Allows you to closes the task window,  you can add new comments and those will be saved.

    Take ownership

    Enables the user to self-assign the task to authorize or deny it.

    Schedule

    Allows you to schedule the task execution.

    Delegate

    Allows you to to reassign the task to another user, who will must approve or deny it.

    Approve

    Allows you to authorize the task. When you authorize a task all defined operations for this task will be performed.

    Reject

    Allows you to deny the task. When you deny a task none defined operations for this task will be performed.

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