User Guide

10.4

Back Next

Task Panel

The task panel lists tasks based on the quick filter, custom filters, and search term. You can only view the task panel in the Details view.

When you open the Task Manager from the navigation bar, the task panel displays all the tasks. When you open a task from the task inbox of the

Home

page, the task panel displays only the details of the selected task.

The following image shows the task panel of the Task Manager:

The task panel displays the tasks that are assigned to your user group.

Quick filters

The following table lists the user interface elements of the task panel :

User Interface Element	Description
Quick filters	Filters the tasks based on the predefined filter that you select. Use one of the following filters: 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.
Search	Searches the displayed tasks for the specified text.

User Interface Element

Description

Quick filters

Filters the tasks based on the predefined filter that you select.

Use one of the following filters:

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.

Searches the displayed tasks for the specified text.

The following table lists the details that the task panel can display :

Task Detail	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.
Task Status and Due Date	Status of the task and the date the task is due. Status of the task can be Open or Closed. When the task status is Open, you can view the record associated with the task. 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.
Submitted Date and Creator	Name of the user who created the task, and the date on which the user created the task.

If you and your colleagues require different task details, contact your MDM administrator. The MDM administrator can update the application to display the desired details.

Rename Saved Search

Table of Contents

User Guide

User Guide

Task Panel

Task Panel