Active User Tasks
The Task Reassignment - Active User Tasks log lists records that are in progress (the tasks are considered "active" because the workflow has not completed yet) for active users.
Active users include:
- Company level: This includes users from both owner and all partner companies.
- Project level: This includes users from both owner and the member companies.
Note: A Member Company is a Partner Company. When a Partner Company is added to a project/shell, the Partner Company becomes a Member Company.
Active tasks are where the active user is an assignee and the record has not reached the terminal step. This means that the previous user no longer sees the task in the log but because of a previous action taken by the previous user, the task still appears 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 <any step> in a subsequent step.
- To account for step revisits.
Task Reassignment - Active User Tasks (toolbar options)
Option | Description |
---|---|
Reassign | To open the Select New Assignee window and search for an Active user by using the person's name or company. You can select one or more tasks and click Reassign. |
View | This option lets you view the following pre-defined views:
You can use the Create New View option to define user-specific views. |
Refresh | To refresh the items listed in the log. |
Print | To print or export 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:
Use the Filters tab to:
Use the Group By tab to:
Use the Sort By tab to sort items according to:
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. |
Task Reassignment - Active User Tasks (columns)
Column Heading | Description |
---|---|
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, October 8, 2024