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My tasks

Description

The purpose of My tasks as a part of Self Service Portal 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. 

Displays the task list assigned to the user, providing infomation 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 that task at their tasks page. 

You can differentiate tasks by their highlighted style:

  • Normal: started task
  • Highlighted Blue: due task
  • Highlighted Bold: new task

In order to access this module, users must open http://ourserver:8080/selfservice/index.zul where ourserver is the name of the server where Soffid is installed.

Screen overview

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Custom attributes

My Task List

  • Process ID: Uniqueunique process identifier in the system.
  • Process Name: Genericgeneric process name.
  • Task ID: Uniquegeneric task identifier in the system. name.
  • TaskStart NameDate: Genericdate and time when the process was started.
  • Due Date: date and time when the process will finish.
  • Assigned: user to whom the task name.is assigned

    Task

    Shows information about the job done in this task. This information depends on the taskprocess type.launched.

    Action Logs

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

    • Start date: Datedate and time the task starts
    • Last task date: Datedate of last task update.
    • End date: Datedate and time the process ends.
    • Status: Showsshows the point of the task (pending, on going or completed)Comprobar si es completed, no he visto ningun casoEnd/Completed)
    • DiagramaApprove Showspending a flow chart with the actions performed.
    • Actions log: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 assignedassigned, and the action that was done.

      Attachments

      Displays the documents attached to the task, in some casescases, files are attached to the tasks.

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

      Comments

      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

      My task query actions

      Reload

      This action reload the task list with the current data.

      Download CSV File

      This action allows you to  download a csv file with the list of all tasks. You can open the hamburger icon and Download CSV File.

      Open task

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

      My task detail actions

      &&TODO&&Revisar las operaciones que se pueden realizar

      Close

      Closes

      Allows you to closes the task windowwindow,  you can add new comments and savesthose anywill databe changed.saved.

      Cancel Closes the form and returns to the task list without saving any change.

      Take ownership

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

      Schedule

      Alows

      Allows you to launch the task execution.

      Delegate

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

      ContinueApprove

      &&TODO&&

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

      RequestReject

      &&TODO&&

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