Table of Contents

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  1. Preface
  2. Introduction
  3. Configuring the Data Director Application
  4. Establishing a Root Node
  5. Defining the Business Entity Model
  6. Configuring Business Entity Properties
  7. Configuring Reference Entity Properties
  8. Transforming Business Entities and Views
  9. Managing Many-to-Many Relationships
  10. Configuring Search
  11. Configuring Workflow Tasks and Triggers
  12. Configuring Security and Data Filters for Business Entities
  13. Integrating Data as a Service
  14. Configuring External Calls
  15. Designing the Data Director User Interface
  16. Localizing Data Director
  17. Provisioning Tool Frequently Asked Questions

Task Inbox

Task Inbox

The task inbox component is a primary component that you can configure and add to a
Home
page layout. The component displays task notifications that the review process generates. You can use the task inbox to organize, claim, and resolve tasks.
The following image shows a sample task inbox in a
Home
page:
The sample task inbox displays three claimed tasks and two unclaimed tasks.
You can configure the fields and filters that the task inbox component displays for the users.
The following table describes the fields that the task inbox component can display as columns:
Field
Description
Task Title
A link that displays a short description of the review task. To review the record and take action on the task, click the task title. The task opens in the Task Manager and displays the associated record in the review panel. If your role permits it, you can edit the record from this view before taking action on the task.
Type
Name of a people activity within the process.
Priority
Priority of the task. The task priority can be Low, Normal, or High. When generating tasks, the review process assigns the same priority to all tasks of the same type.
Due Date
Date the task is due.
The review process calculates a default due date based on the task creation date plus a predefined time period.
The due date of each task is prefixed with one of the following colored dots:
  • Green. Indicates that the task is not overdue.
  • Red. Indicates that the task is overdue.
  • Amber. Indicates that the task will be overdue in the next 24 hours.
Owner
Name of the signed-in user.
ID
Instance ID of the review process that generated the task.
Status
Status of the task can be Open or Closed. When the task status is Open, you can view the record associated with the task.
Creator
Name of the user who created the task.
Creation Date
Date on which the user created the task.
The following table describes the filters that the task inbox can display:
Filter
Description
My Open Tasks
Shows your open tasks.
My Closed Tasks
Shows the tasks that you closed.
All Tasks
Shows all the closed, claimed, and unclaimed tasks that are assigned to your user group.
All Unclaimed Tasks
Shows all the unclaimed tasks that are assigned to your user group.
All Closed Tasks
Shows all the tasks that the users in your user group closed.
All Claimed Tasks
Shows all the tasks that the users in your user group claimed.

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