1. End User's Guide
  2. Using Tasks
  3. Working with Tasks

5.2 Working with Tasks

Your ability to update tasks depends on the role you have for the task, the state the task is in, and the way the application is configured.

Parent topic: Using Tasks

5.2.1 Claiming a Task

You can claim a task to assign it to you.

If there are multiple potential owners for a task, the task defaults to an Unassigned state. One of the potential owners must Claim the task in order to complete it.
To claim a task, you must be a Potential Owner. If you are not a potential owner, the Business Administrator can add you as a potential owner if that functionality is enabled.
  1. Open the application.
  2. Access the appropriate Unified Task List. For the Sample Approvals App, the task list is called My Approvals.
  3. Locate the unassigned task you want to claim, and click on the task to access the task details page.
  4. Click Claim Task to claim the task.
    The position of the Claim Task button varies by application based on the configuration of the task details page.
The task is now assigned to you.

Parent topic: Working with Tasks

5.2.2 Approving or Rejecting a Task

You can complete tasks by approving or rejecting them.

To approve or reject a task, you must be a Potential Owner or an Actual Owner for the task.
  1. Open the application.
  2. Access the appropriate Unified Task List. For the Sample Approvals App, the task list is called My Approvals.
  3. Locate the task you want to approve or reject.
  4. To approve the task from the Unified Task List, click Approve or Reject.
    If you complete a task from the Unified Task List, you cannot add comments.
  5. To approve the task from the Task Details page:
    1. Click on the task.
    2. If necessary, claim the task by clicking Claim Task.
    3. (Optional) Add a comment to the task.
    4. Click Approve or Reject.
    The position of the Approve or Reject buttons varies by application, depending on how the task details page is configured.
The task state updates. The task is now complete.

Parent topic: Working with Tasks

5.2.3 Commenting on a Task

You can comment on a task to provide additional information about the task.

To comment on a task, you must be the Initiator, Actual Owner, or Business Administrator for the task. Only business administrators can comment on completed tasks.
  1. Open the application.
  2. Access the appropriate Unified Task List.
  3. Locate the task you want to update, and click on the task to access the task details page.
  4. Type in the text of the comment.
  5. Click Add Comment.
The comment is visible on the task.

Parent topic: Working with Tasks

5.2.4 Changing the Priority of a Task

You can change the priority of a task.

To change the priority of a task, you must be the Initiator or Business Administrator for the task.
  1. Open the application.
  2. Access the appropriate Unified Task List.
  3. Locate the task you want to update, and click on the task to access the task details page.
  4. Click Priority.
    The position of the Priority button varies by application, depending on how the task details page is configured.
  5. Select the new priority from the list.
  6. Click Set Priority.
The priority is updated.

Parent topic: Working with Tasks

5.2.5 Delegating a Task

Delegating a task allows you assign a task to another user.

An assigned task can be Delegated to another user. That user becomes the new Actual Owner for the task.
To delegate a task, you must be a Business Administrator or the Actual Owner of the task. Tasks that have already been approved or rejected cannot be delegated. The user you delegate the task to must be listed as a potential owner for the task.
  1. Open the application.
  2. Access the appropriate Unified Task List.
  3. Locate the task you want to delegate, and click on the task to access the task details page.
  4. Click Delegate.
    The position of the Delegate button varies by application, depending on how the task details page is configured.
  5. Select the new actual owner for the task.
  6. Click Delegate.
The task is delegated to the selected user.

Parent topic: Working with Tasks

5.2.6 Releasing a Task

Releasing a task allows you to remove yourself as the actual owner, and make the task available for other potential owners to claim.

Releasing a task you own makes the task available for other Potential Owners to claim.
To release a task, you must be the Actual Owner of the task. Tasks that you have already approved or rejected cannot be released.
  1. Open the application.
  2. Access the appropriate Unified Task List. For the Sample Approvals App, the task list is called My Approvals.
  3. Locate the task you want to release, and click on the task to access the task details page.
  4. Click Release.
    The position of the Release button varies by application, depending on how the task details page is configured.
The task is now unassigned, and available for potential owners to claim.

Parent topic: Working with Tasks

5.2.7 About Additional Task Functionality

Learn about ways the default task configuration can be extended by the application developer.

In addition to the default task configuration, application developers can extend the task detail page to include additional functionality.

The Cancel Task functionality adds a Cancel Task button to the task details page. This allows the task initiator to cancel the task at runtime.

The Add New Potential Owner functionality adds a Add New Potential Owner button to the task details page. This allows the business administrator to add new potential owners to a specific task, in addition to the potential owners already added by the task definition.

See Also:

Parent topic: Working with Tasks