Provisioning Tool Guide

10.4

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Task Inbox

The task inbox component is a primary component that you can configure and add to a

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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

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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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Provisioning Tool Guide

Provisioning Tool Guide

Task Inbox

Task Inbox