View a Task Summary

Summary for an Assigned Task

Follow these steps to view the summary for an assigned Task:

1. Ensure that you are logged on to Workflow.

2. Do one of the following to view the Task from which to view its posted comments:

   • View a Request summary, and then view the Tasks tab, which is the default tab.

   • View all assigned Tasks.

   • View all completed Tasks.

   • View self service Tasks.

3. Click the name of the Task from the Task column. The Task's form, Request data, and Task summary display.

Below is an example of a Task summary.

An assigned Task

Task Form

The assigned Task displays in the Form tab. The Form tab displays by default when an assigned Task is opened. The Form tab displays information differently depending on whether Workflow software is involved in the task's activity:

• Forms in which Workflow software is involved with the activity: The Form tab displays an interactive Screen, which is a Form-type Screen. Form-type Screens allow Request participants to enter, review, and/or make decisions based on information in the form. Below is an example of a Task in which Workflow software is involved with the activity.

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• Forms in which Workflow software is not involved with the activity: The Form tab displays a Screen that only displays a message. This is a Display-type Screen that allows the Task assignee to do a manual task in which Workflow software is not directly involved, such as moving inventory containers. When the manual Task is complete, the Task assignee clicks the Complete Task button. Below is an example of a Task in which Workflow software is not involved with the activity.

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Editable Task Data

Your user account or group membership must have the "Requests: Edit Task Data" permission to edit Task data unless your user account has the Make this user a Super Admin setting selected.

See the Request permissions or ask your Administrator for assistance.

The Data tab displays in JSON format the data a previous participant of this Request entered. Values in the Data tab can be changed from those entered by the previous Request participant.

"Data" tab displays editable values for a completed Task

Follow these steps to edit and save the values from those entered by a previous Request participant:

1. View the Data tab.

2. From the editable JSON field, change the values from those entered by the previous Request participant to those that you want.

3. Click Save. The following message displays when the Request values are changed: Request data successfully updated.

Summary

The Task summary displays general information about the assigned Task. The summary displays beside the assigned Task.

If the assigned Task is overdue, the summary's label displays Overdue.

Summary for an assigned Task that is overdue

If the assigned Task is not overdue, the summary's label displays Open.

Summary for an assigned Task that is not overdue

The following summary displays about an assigned Task:

• Due: The Due field displays the date and time the assigned Task is due.

• Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.

• Assigned: The date and time the Task was assigned displays below the Assigned To field. The Reassign button displays if the Task can be reassigned. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

• Request: The Request field displays the Process name associated with the Request preceded by its numerical iteration. Click the Process name to view the Request summary.

• Requested By: The Requested By field displays the avatar and full name of the person who started the Request. Hover your cursor over a user's avatar to view that person's full name.

Reassign a Task

If the Task has been configured to allow the Task assignee to reassign the Task to another user, the Reassign button displays in the Task summary.

If this Task is assigned only to you, unless you started this Request, then no other users are available to which to reassign this Task.

Follow these steps to reassign a Task to another user:

1. Click the Reassign button. The Reassign to screen displays.

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2. Select the user to whom to reassign the Task.

3. Click Reassign.

What Happens if the Task Cannot Be Reassigned?

If the Task has not been configured that it can be reassigned, then the Reassign button does not display. Therefore, the Task assignee does not have the option to reassign the Task to another user.

Summary for a Completed Task

The Task summary displays general information about the completed Task. Follow these steps to view the summary for a completed Task:

1. Ensure that you are logged on to Workflow.

2. ​View all completed Tasks. The Completed Tasks screen displays.

3. Click the name of the Task from the Name column. The following message displays for the completed Task: Task Completed.

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   The summary displays for the completed Task.

Summary for a completed Task

The following summary displays about a completed Task:

• Completed on: The Completed on field displays the date and time the Task was completed.

• Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.

• Assigned: The date and time the Task was assigned displays below the Assigned To field. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

• Request: The Request field displays the Process name associated with the Request preceded by its numerical iteration. Click the Process name to view the Request summary.

• Requested By: The Requested By field displays the avatar and full name of the person who started the Request. Hover your cursor over a user's avatar to view that person's full name.