My Tasks
Introduction
The tasks created for human participants under the BPA process can be viewed under the My Tasks page inside the Control Room. The Control Room's My Tasks page is a central hub for managing and completing human tasks across different processes. You can reach this page by navigating to INBOX > Tasks from the left panel.
Functions
View
To view your tasks, go to the My Tasks page in the Control Room and select View from the Context Menu. You have the following viewing options.
| View | Description |
|---|---|
| My Tasks | Shows all the tasks assigned to the user currently logged in. This is the default view. |
| All Tasks | Shows a list of all the tasks added to the Control Room. |
| My Department | Shows all tasks of department members of the logged-in user. |
| My Team | This displays a list of tasks assigned to the managerial team of the user currently logged in. |
| My Groups | Displays all tasks assigned to the group with the logged-in user as a member. |
Cancel Task
To cancel a task, go to the My Tasks page, choose the Task's Context Menu, and select Cancel Task.
Canceling a task will move your workflow to the next activity. However, the form data associated with the current Task will be left unfilled.
Assigning and Releasing Tasks
The following options are available when you involve a Group as a participant in the activity.
| Options | Description |
|---|---|
| Take Assignment | Any group member can take the Assignment of a task by right-clicking on it and selecting the Take Assignment option. |
| Take Assignment And Open | Any group member can take the Assignment of a task and open it to work on it by right-clicking it and selecting the Take Assignment and Open option. |
| Release to Pool | Any group member can release their Task to the group by right-clicking on the Task and selecting the "Release to Pool** option. Releasing a task to the pool will allow other group members to take and complete the task. |
Opening Task
To access your tasks, navigate to the My Tasks page within the Control Room. Alternatively, you can easily open any assigned task by clicking on the link provided in the email sent by the Control Room.
To access and manage your assigned tasks, navigate to the Tasks page. You can view, open, and act on assigned tasks from there. To open a task, select the Context Menu and choose the Open Task option. Opening a task will bring up the Form associated with the Task. Users can fill in the Form's required fields and then complete the action by clicking the appropriate action button.
Here is an example of how to open a task and fill in the necessary fields.
Reassigning Task
Select the Reassign option from the Context Menu to reassign a task, type in the new user's name, and click the Reassign button.
Audit
To review the actions on a Task:
- Use the audit feature.
- Go to the My Tasks page in the Control Room to see the complete history of all task operations.
- Access the Context Menu and select the Audit option to audit a specific task.
