Working with the Tasks App (Asset Management)
The Tasks app is a personal app that shows you all tasks that allow you to complete an action. These tasks can be part of processes that you created or have been created by other users and delegated or assigned to you.
All options for working with tasks depend on rules: the configuration of the corresponding processes must allow assigning, delegating, and applying actions to user tasks. The process configuration also determines which actions are available for a task and the results of the task execution.
To prevent different users from editing a task simultaneously, tasks are automatically locked for other users as soon as the task is edited. The Lock Indicator icon indicates the lock status of each selected task.
In the Tasks app, you can review and filter the displayed tasks and review the details of a selected task. If necessary, you can also edit task data and attachments, or assign and delegate tasks directly to other users and groups, or apply other actions directly from the app. The following illustration shows several examples of what you might encounter when editing tasks with the Tasks app.
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Display or Control |
Description |
1 |
List and Task button
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Toggles display of the Task List and Task Details on or off. When toggled on the button is colored blue. n You can have both the List and Task buttons simultaneously toggled on but not toggled off. When only one is on and you click that button, the system automatically toggles that display off and the other display on. |
2 |
Refresh button |
Refreshes the display of active tasks in the Task List. |
3 |
Lock Indicator icon |
Indicates if the selected task is currently locked for editing. |
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The task is free for editing. |
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You are currently editing the task and it is therefore locked for other users. As soon as you start editing a task it is locked and the Lock Indicator icon is colored blue. |
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The lock is released after you successfully applied an action or delegated the task, when you select another task, or close the Tasks app. |
4 |
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Uploads files as attachments to the task. See Uploading Files as Attachments. |
5 |
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Downloads the selected file attachments. See Downloading File Attachments. |
6 |
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Deletes the selected attachments from the task. See Deleting Attachments. |
7 |
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Saves the task data without leaving the edit field. See Displaying and Editing User Task Data. |
8 |
My Tasks button |
Toggles the My Tasks filter on or off.
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9 |
App menu button |
The Tasks App menu contains the following options:
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10 |
Close button |
Closes the Tasks app. |
11 |
Task list |
Displays active and finished tasks in an overview table, depending on the filter applied to the app. The following columns are shown by default:
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The following columns can additionally be shown:
You can configure which columns are displayed by using the Tasks App menu’s Add Or Remove Columns feature. See Working in the Tasks App. Additionally, you apply a text- based filter on the displayed columns. See Filtering Displayed User Tasks. |
12 |
Task details |
Displays details of the task selected in the Task List. Depending on the task type, the Task Details can be split into the Task Information and Task Attachments areas. If you select several tasks in the Task List, the Task Details area does not show information or is cleared. |
13 |
Breadcrumbs |
Show the names of the current and preceding tasks of the process to give context information. The current task is the last (right-most) in the list. Breadcrumbs are shown for active and completed tasks. |
14 |
Attachment count |
Shows the number of attached assets. If the number of attachments does not comply with the allowed limits, the Attachments count is shown in red. The Show Details icon opens a window that provides details, including the reason why the limit is exceeded. See Getting Information on Allowed Attachments. |
15 |
Task information |
Displays the metadata assigned to the task. See Displaying and Editing User Task Data. |
16 |
Task attachments |
Displays the attachments of the task as asset cards. For each attached asset, the following are shown:
For each attached file, the following are shown:
Provides controls to delete attachments from and add new attachments to an active task; allows you to open attachments of active and completed tasks. See Adding and Editing User Task Attachments, Uploading Files as Attachments, Downloading File Attachments, and Deleting Attachments. |
17 |
Action buttons |
Trigger an action on the task. Which actions are available is determined by the task type. See Applying Actions to User Tasks. |