Full Task List
The Full Task List page shows you the tasks, as well as, advanced search and filter capabilities. You can reach the page by using the Tasks link in the Axon Ivy Portal menu.
Hint
Depending on the roles you hold in the application and the configuration of the Axon Ivy Portal, you might see not only the tasks belonging to you but all open tasks.
Visibility tasks assigned to roles depending on state:
Open: Visible for all members
In Progress: Visible for all members, but “parked” for working user (no actions possible for other role members)
Done: Visible for all members
On the top of the Full Task List page you see next to the heading Tasks in brackets the overall number of tasks shown to you. Below you find the filter feature. The usage will be explained in the HowTo’s further down this chapter. Finally, you see the list of tasks.
For each task the following key information is shown in the list:
Priority
Name and Description
Responsible user or role
Task ID
Creation Date
Expiry Date
Status
Category
Application (This column is not displayed by default)
Furthermore, at the end of each row you find a side step menu of key features in handling tasks:
Reset Task
Delegate Task
Reserve
Destroy Task
Trigger Escalation Task
Add Ad-hoc Task
Finally, you have the possibility to access the full set of the task data by clicking on the row containing the task Name and Description.
The task details are separated into 3 different sections:
Data and description, you find various metadata concerning the task and the respective case it is related to.
Histories, you may add additional notes which are described below
Documents, these documents once attached to the case are available on all tasks. You may add or delete documents described in the HowTo’s below.
HowTo: Use existing filter
Hint
If there are no public filters and you didn’t create any filters so far, there might be no filters available. In this case, you must create a filter first. This is described in detail in HowTo: Create new filter.
Click on the Save Filter dropdown menu.
Select the filter you want to use.
HowTo: Create new filter
Click on the button More to select one of the available filters. For a list of available filters, see Task filter.
Click on the newly added filter and configure it.
Add more filters by clicking on the button Filter again.
When finished defining your filter, click on the button Save filter.
The Save filter dialog is opened.
Under Filter name, provide a recognizable name for the filter.
Under Filter visibility, you can select if the filter is only visible for you or shall be available to all users.
Save the filter by clicking the button Ok.
Task filter
Criteria |
Description |
---|---|
ID |
The filter lets you specify the task identify number |
Name |
The filter lets you specify the task name |
Completed on (from / to) |
This filter lets you specify task complete period. |
Created (from / to) |
This filter lets you specify in which time period the task was created. |
Description |
This filter lets you search for keywords within the task description. |
Expiry (from / to) |
Thisfilter lets you specify in which time period the task will expire. |
Priority |
This filter lets you specify the priority of the tasks to be shown. |
Responsible |
This filter lets you specify a user or role which is responsible for the task. |
State |
This filter lets you specify the task state. |
Category |
This filter lets you specify the task category. |
Missing Activator |
This filter is only for Admin and lets you find tasks which have no activator, activator is not found or is disabled. |
Application |
This filter lets you select the application |
Hint
You can create a new filter by selecting an existing filter, reconfiguring it, and saving it.
Only users with the admin role
AXONIVY_PORTAL_ADMIN
can save the filter for all users.
HowTo: Configure displayed tasks in the Full Task List
To choose columns to display, click on Manage columns. Then you could choose displayed columns by checking the related checkboxes.
To sort data, click on the column header. To change sort direction, click on that column header one more time. Note that some columns do not support sorting.
HowTo: Move and Resize Widgets in Task Details
Open the task details of a task
Click on the Edit button to drag, drop and resize widgets.
Click on the Save button to save current state of page and switch to readonly mode.
Click Reset button to reset to default configuration.
HowTo: Attach a document to the case
HowTo: Remove an attachment from the case
HowTo: Add a note to a task
HowTo: Export a task history
HowTo: Show Workflow Events
Note
User must to has permission WORKFLOW_EVENT_READ_ALL
to see all workflow events of a task
Open the task details of a task
Click on the link
Actions
on the right top corner of the Data and Description sectionClick the link
Workflow Events
on the overlay panel to see Workflow Events dialog
Workflow Events dialog
HowTo: Export Task List
You may export the Task List by clicking on the button Export to Excel.