Working on Tasks

When a business process reaches a user task step, the engine creates a task and places it on the task lists of the relevant employees. This page describes the end-user experience of finding, opening, and completing tasks.

The task list

The Tasks page shows two tabs:

  • Open — tasks that are waiting to be completed.

  • Completed — tasks that have been finished.

The open task list shows only the tasks relevant to you:

  • Tasks where you are the assignee.

  • Tasks offered to an employee group you belong to.

Opening a task

Select a task from the list to open it. The task detail page shows:

  • The task name and description.

  • The assignee — the specific employee responsible for the task.

  • The due date, if one was set in the process diagram.

  • The form — the fields you need to fill in to complete the task.

A separate tab shows the process diagram with the current task highlighted, so you can see where this task fits in the overall workflow.

Filling the form

The form presents the fields defined for this task. Fill in the required fields. The field types and labels depend on how the process designer configured the task.

Becoming the assignee

If a task was offered to a group but has no specific assignee yet, you must set yourself as the assignee before you can complete it. Edit the assignee field on the task and select yourself.

Once you are the assignee, the task is yours to complete.

Completing a task

After filling in the form, complete the task. Completing a task submits the form values to the engine and advances the process to the next step.

Only the assignee can complete a task. If you are not the assignee, set yourself as the assignee first (see above).

A task can be completed only once. After completion, the task moves from the Open tab to the Completed tab.

What happens next

When you complete a task, the engine continues the process. The next step might be another user task (assigned to you or to someone else), a service task that runs automatically, or any other step in the process diagram.

If the next step is a user task, it appears on the relevant employees' task lists.