1. Administering and Working with Enterprise Profitability and Cost Management
  2. Administering and Working with Task Manager
  3. Administering Tasks with Task Manager
  4. Managing Tasks
  5. Claiming or Releasing Tasks

Claiming or Releasing Tasks

You can claim and release a single task or multiple tasks at a time in Task Manager. Users who are associated with tasks can claim or release tasks.

The ability to claim a task from another user is useful when a user has claimed a task, but can't complete a task, for example, because of an absence.

When a task is claimed, the Assignee changes to the person who claimed the task.

When a task is released, the Assignee is no longer associated with the task.

Note:

If the bulk update feature is enabled, you can claim or release multiple tasks at a time.

Claiming or Releasing a Task Using Task Actions Menu

To claim or release a task from the task Actions menu:

  1. On the Home page, click Tasks, and then click Scheduled Tasks icon Schedule Tasks.
  2. Click the task that you want to claim or release, or select the task and click the Open iconOpen icon.
  3. From the Actions menu, click Claim or Release.

    A pop-up message asking for confirmation is displayed.

  4. Click Yes.

    A confirmation message is displayed indicating the task was claimed or released successfully.

    If any errors occur, review and fix the errors, and then perform the same steps to claim or release the tasks.

  5. Click Close to close the dialog box.

Claiming or Releasing Tasks from the Task List

To claim or release tasks from the Task List:

  1. On the Home page, click Tasks, and then click Scheduled Tasks icon Schedule Tasks.
  2. Select the task that you want to claim or release.

    To select multiple tasks, press Ctrl, or press Shift while you click the first and last row in a range. The selected tasks are highlighted.

  3. From Actions, click Update, and then click Claim or Release.

    A pop-up message asking for confirmation is displayed.

  4. Click Yes.

    The Task Action Results dialog box displays information about the status, number of tasks selected, tasks considered, tasks processed successfully, and tasks that were unsuccessful. These are the possible statuses for the process:

    • Processing
    • Completed Successfully
    • Completed with Errors

    A visual indicator shows the completion percentage. For tasks completed with errors, the dialog box displays the errors. You can click Export to Excel and export the displayed errors to an Excel file. Review and fix the errors, and then perform the same steps to claim or release the tasks.

  5. Click Close to close the dialog box.