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Awaiting Works by User

Pending Tasks is a screen that lists workflow tasks assigned to the user that require action. Users can view their assigned processes and complete the necessary tasks.

Pending Tasks

Using the Pending Tasks Screen​

  1. Viewing Pending Tasks:

    • Click on the Pending Tasks tab in the Workflow Management screen.
    • The screen will display a list of workflows assigned to the user.
    • The list shows each process name and the number of tasks requiring user action.

    Pending Tasks List

  2. Filtering and Searching Workflows:

    • Use the search bar at the top right to search for specific workflows.
    • The list can be sorted by process name or the number of tasks.

    Search Tasks

  3. Viewing Process Details:

    • Clicking on any workflow in the list opens the Process Detail Panel, displaying all pending tasks within that process.
    • The panel provides a structured view of all outstanding tasks related to the process.

    Process Details

  4. Viewing Previously Completed Workflows:

    • Users can access workflows they previously completed by navigating to the History > Approvals tab.
    • This section displays all completed approval processes and allows users to review details if needed.

    Completed Tasks

Authorization and Usage Conditions​

  • Authorization: Users can only view workflow tasks assigned to them.
  • Filtering: Workflows can be filtered and sorted based on specific criteria.
  • History Records: Users can access previously completed workflows in the History > Approvals tab.
  • The number indicator next to each process shows the number of tasks assigned to the user within that workflow.
  • The search bar allows users to quickly find specific workflows.
  • The History > Approvals tab can be used to review completed processes.

See Also​

FAQs​

How To's​