Active User Tasks

The Active User Tasks log will house the following tasks:

Tasks for all active users existing at the company level.
- Company level: This includes users from both owner and all partner companies.
- Project level: This includes users from both owner and the member companies.
Tasks where the active user is an assignee and the record has not yet reached the terminal step.
This means that the previous user would no longer be seeing the task in the log but because of a previous action taken by the previous user the task would still appear in the log. The reasons for this appearing in the log are as follows:
- To account for Dynamic step assignment. For example, the Workflow setup might have "Match <step>" in a subsequent step.
- To account for step revisits.

Active User Tasks log (toolbar options)

Option	Description
Reassign	To open the Select New Assignee window and select the following information about the assignee: Name Company Select one or more tasks and click Reassign to open the user picker-window.
View	This option lets you view the following pre-defined views: All Tasks Group by Assignee Group by Origin Group by Business Process Reassignment History (See the "Reassignment History" section below for important details) Create New View Manage Views The Create New View option can be used to define user specific views.
Refresh 	To refresh the items listed in the log.
Print 	To print the items listed in the log, based on the current view of the log.
Edit View 	To view and edit the settings of items listed in the log. Use the View Name field to enter a name for your new view. Use the Columns tab to: Determine which columns to display: Available Columns Select the columns: Selected Columns Lock the columns in place: Lock after selected Column Use the Filters tab to: Determine the field for your filter: Field Indicate the operator for your filter: Operator Include any values: Value Determine the number of records that you want to be displayed: Number of Records Use the Group By tab to: Group the list based on the options available from the drop-down list. Adjust the order of your list: Order Use the Sort By tab to sort items according to: Previous assignee New assignee Origin Business Process Record Number Reassigned on Click Cancel to discard your changes and return to the log. Click Apply to apply your changes to the view. Click Save As to save an existing view with another name.
Search / Find on Page	To filter the log for specific results.

Active User Tasks log (columns)

Column Heading	Description
Reassignment Status 	The (X symbol)  signifies that the task cannot be reassigned.
Assignee	Name of the inactive user assignee.
Company	Company name of the inactive user.
Origin	The source. The source can be project, shell, or company tab name.
Business Process	Name of the business process.
Record Number	The record number
Title	The title.
Record Due	The due date for the record.
Creation Date	The creation date for the task.
Workflow Name	The workflow name.

Last Published Tuesday, June 4, 2024