Task UI

This chapter describes how to use the task user interface (UI). It includes the following topics:

About Task User Interface

Task UI is a wizard-like user interface that guides you through task execution. During task execution, you can:

Navigate back and forward during the task execution.
Resume or pause the task execution at any point.

Task UI features help increase the efficiency of:

Novice or intermittent users by guiding them through the execution of unfamiliar tasks.
Experienced users who want to switch between multiple tasks throughout their workday.

Task UI includes the following features that support task execution:

Tasks Pane. Appears on the side of the screen and contains a listing of the tasks available to you. These tasks relate to the current context. When you select a given task, the Tasks Pane shows the sequence of steps for that task.
Navigation Buttons. The Task screen has a standard set of four buttons that control navigation through the task flow. It includes buttons to move forward and back through the task steps and provides the ability to pause a task for later resumption and to cancel a task. For more information, see Navigational Buttons for Task UI.
Radio Buttons. Radio buttons provide support for decision-making within a task. The choices within a task determine the branches and screens that you can access.

After you launch a task item, it remains active until you complete it. If you launch Tasks, and navigate to a different screen, then the task items do not change. For more information about Task UI, see Siebel Business Process Framework: Task UI Guide.

Using Task UI

You can drill down on task items to launch the Task UI wizard and receive detailed instructions for each step in the task.

To use Task UI

Click Tasks on the application taskbar.
The Tasks pane appears on the side of the application window and lists the task items related to the current screen. The Tasks pane remains open until you close it.
In the Tasks pane, drill down on a task item to launch the Task UI wizard.
Select one of the radio buttons to choose an option, and click Next.
Follow the instructions in the wizard.
After you complete the task, close the Tasks pane.

Navigational Buttons for Task UI

The following table shows the navigational buttons for the Task UI wizard. Your application might contain additional buttons.

Navigation happens on the first click in the Task UI wizard. As a visual cue, the step or chapter name in the task pane is hyperlinked.

Table Navigational Buttons in Task Wizard

Button	Description
Previous	Navigates to the previous step in the task. This button is disabled for the first step. This button might also be disabled for the steps that follow the step in which data is committed to the database.
Next	Navigates to the next step in the task. This button also validates your actions and prevents you from proceeding to the next step until the required criteria are met. This button is relabeled Finish when you reach the final step of the task.
Pause	Saves the task in its current stage and sends the task to your Inbox. You can launch the task later and resume the task from where you stopped. You can set this option from your user preferences. For more information, see Confirmation Before Deleting Records Prompt.
Cancel	Deletes the task without saving any data, but if a task is previously saved, then restores the task to its previous state. The Pause and Cancel buttons are enabled for all steps. However, when the data is already committed, the Cancel button is disabled for the last step.
Submit	Writes data while in the middle of a task. Some data is posted to the database rather than queued until the end of the task.