My tasks

Description

Displays the tasktasks in which the user is involved like a supervisor, manager, oor person howresponsible hasfor to approveapproving or denyrejecting thatthose tasks.

My tasktasks 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 thatthe task at their tasks page.  

You can differentiate tasks by their highlighted style:

• NormalHighlighted bold: startedwhen the task is pending for the user to take ownership.
• Highlighted Blueblue: duetask taskclose to completion date
• Highlighted Boldred: newtask after the completion date
• Normal: started task

The purpose of My tasks as a part of SelfIdentity Serviceseft Portalservice  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

Related objects

1. Configure Workflow engine : where the workflow engine is configuredconfigured.
2. Business process definition : donde se publican loswhere workflows are published.
3. BPM editor : where to create or modify workflowsworkflows.

4. My tasks : pending workflows where the user has to perform an action in order to continue their workflow.

5. My requests : Thethe workflows that the user can initiate are listed here.
   

6. My requests > Query request status : to search for all processes started by oneselfoneself.
   

7. Process Search : to search for all processesprocesses.

8. Metadata : to add attributes to display in the search tablestables.
9. Scheduled jobs : shows active workflows pending asynchronous taskstasks.

Standard attributes

My Task List

Table

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

Detail

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

Task detailtab

Task

ShowsDisplays information about the jobwork doneperformed in this task. This information dependsvaries onfor theeach processworkflow launched.but is almost always structured as a form.

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Action Logs

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

Attachments tab

DisplaysThis option only appears if it has been enabled in the workflow settings. This screen lists the documents attached to the task, in some cases, files are attached to the tasks.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

My task query actionsTable

ReloadRefresh	This action reloadrefresh the task listtable with the last current data.
Download CSV Filefile	This action allows you to to download a csv file with the list of all tasks. You can open the hamburger icon and Download CSV File.
View	Allows you to add or remove columns to the table. It is also possible to change the order of the columns.
"Open tasktask"	By clicking on a record, the task detail will be shown.

My task detail actionsDetail

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.