When viewing workflow information in the Guide pane, you can display the tasks of the currently active step in which you are a performer or manager by clicking on the name of the workflow.
Task details for a manual decision would appear with its name, decision question, performer, and Manager sign off link.
In Manager View, two sets of tasks can display: Tasks for which you are a performer, along with a sign off link for each uncompleted task, and tasks for which you are the manager, with a Manager sign off link appearing after each uncompleted task. The task details displayed in the Manager view are the same as in the performer view with the addition of the name of the designated performer of the task.
Tasks for which you are a performer appear above a dashed line that separates them from tasks for which you are a manager.
If the current step is a parallel step, then when viewing its tasks, whether in Manager View, the tasks are clustered according to the current Step of each track of the Parallel step.
A sign off link appears after each uncompleted task.
If you approve one of the tasks for which the performer is a Group and the completion policy is Any or Majority, the system would automatically withdraw the rest of the tasks (in the case of Any) or would withdraw the rest of the tasks in the case majority approval occurs (in the case of Majority). When that happens:
- If there are still pending tasks in the same Step for the Manager, then a check mark (approval symbol) appears next to the remaining tasks along with text that identifies that the task was a “Group Sign off:” followed by the name of the group and the completion policy type (Any, All, or Majority). For example, Group Sign off: Finance Group (Any).
A check mark appears ahead of each completed task, unless you choose to hide completed tasks, as discussed in the note below.
Notes:
- You can hide or show details when displaying tasks by selecting Options, Hide Details or Options, Show Details, as applicable.
- You can hide or show completed (checked off) tasks when displaying tasks by selecting Options, Hide Checked off Tasks or Options, Show Checked off Tasks, as applicable.
To learn more about Workflows, refer to Working with Workflows.