This topic discusses the items found within Tasks View.
Roles
The Roles list contains different types of users. The default types are:
User
: Potential owners of a task, who can claim and complete a task or assign it to another user.
Administrator
: Same as potential owners, but can also see a list of all actual owners.
Stakeholder
: Same as administrator.
Initiator
: Same as user, but can skip a task if it was defined as "can be skipped."
By default, all Role types are shown. Your list may contain roles defined for your enterprise.
Notifications, Open Tasks, Closed Tasks
Tasks are automatically organized into three groups:
Notifications
: There is no action required other than to read and remove the notification.
Open Tasks:
Includes unclaimed and claimed tasks. Claimed tasks are those that you selected to work on.
Closed Tasks
: Includes completed, exited, obsolete, and error tasks.
Show
The Show list allows you to select a group of tasks to display. By default, you can display All, Claimed, or Unclaimed tasks. Your list may contain custom selections.
Refresh
Refresh your task list periodically to view new and changed tasks in the list. For details, see
Refreshing Your Task List
.
RSS
For details, see
Using an RSS Feed
.
Task Listing
Each task displayed in the task list has the following default information. Your list may contain custom columns.
Id
: Assigned when the task is created.
Status icon
: Indicates the current task status, such as Unclaimed or Completed.
Priority
: A priority is number beginning at zero, which is the highest priority. Priority zero and one have flag icons. Lower priorities (higher numbers) do not have an icon.
Name
: Descriptive name for the task.
Subject
: Short description of the task.
Owner
: Person who claimed the task, if it was claimed.
Created
: Date the task arrived in Process Central.
Notice that you can see more details in the
Additional Information
section.
Search
Search on the currently displayed list of tasks. For tips on basic searching, see
Using Process Central
.
You can search for a task by
Task Id
,
Search By
attribute, or any string in any displayed column.
If the task definition defines a Search By expression, you can type in the expression result. For example, if an expression evaluates to a product Id or a sales amount, you can type in the value.