Performing Group or Team Tasks

  To claim a task:

  1. Open the task, and then click Claim.

  2. After an assignee or approver clicks the Claim button, then the Release button appears.

  3. Click Release to remove the claim made by that user.

To determine whether a task is claimed, view the following view and column attributes:

  • Assignee (Claimed)–If Yes, then the assignee role has been claimed. If No, then it is unclaimed.

  • Approver # (Claimed)–The # indicates the Approver level. If Yes, then this approver level is claimed. If No, then it is unclaimed.

  To filter by the Assignee (Claimed) and Approver # (Claimed) attributes:

  1. At the top of the Filter panel, click Select Filterable Attributes Select Filter Attribute.

  2. Select the desired attributes from the Available.

  3. Click >> to move the attributes to Selected.

  4. Click OK.

  To add the Assignee (Claimed) and Approver # (Claimed) attributes as List View columns:

  1. Click Columns at the top of the Task List view.

  2. Select the desired attributes from Available.

  3. Click >> to move the attributes to Selected.

  4. Click OK.