Full Task List¶
The Full Task List page shows you the same tasks you see on your personal dashboard. However, this page provides you with extended information on 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.
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
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
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 criteria.
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
Criteria |
Description |
---|---|
Created (from / to) |
The filter lets you specify in which time period the task was created. |
Description |
The filter lets you search for keywords within the task description. |
Expiry (from / to) |
The filter lets you specify in which time period the task will expire. |
Priority |
The filter lets you specify the priority of the tasks to be shown. |
Responsible |
The filter lets you specify a user or role which is responsible for the task. |
State |
The filter lets you specify the task state. |
Hint
You may also start the creation of a new filter by selecting an existing filter first, reconfiguring it and saving it.
Hint
Depending on your permissions you might only be allowed to save filters for yourself.
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
A new page with the task history is opened
Click Workflow Events link on the right side of page 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.