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 through a group or team assignment can claim or release tasks.

After a task is claimed, other members of the team can still claim the task but doing this causes the initial user's claim to terminate, thus revoking that user's ability to perform the role functions and granting the ability to the user with the latest claim.

The ability to claim a task from another user is required to accommodate cases where a claim has occurred; however, the user with the claim can't complete the role functions (for example, because of an absence).

When a task is claimed, the Assignee changes from the team or group to the person who claimed.

When a task is released, the Assignee changes from the person who released to the team or group.

Before any member of the team has claimed the task, email notifications go to the whole team. Once a team member has claimed the task, emails go to the active user instead of all team members.

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 Schedule Tasks.
2. Click the task that you want to claim or release or select the task and click the Open 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.

5. Click Close to close the dialog box.
6. Review and fix the errors, and then perform the same steps again to claim or release the tasks.

Claiming or Releasing Task from Task List

To claim or release tasks from the Task List:

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

   To multiselect, press Ctrl for random selection 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. The status are:

   • Processing
   • Completed Successfully
   • Completed with Errors

   A visual indicator shows the completion percentage. For tasks processed unsuccessfully, the dialog box displays the errors. You can click the Export to Excel icon and export the displayed errors to an excel file.

5. Click Close to close the dialog box.
6. Review and fix the errors, and then perform the same steps again to claim or release the tasks.