2 Tasks

This topic describes the various features available in Tasks menu.

Tasks menu has multiple sub-menus such as Business Process Maintenance, Finance, Instruments, Recon and Payment, Refund, and Search. The user can access sub-menus based on their access rights. Each sub-menu segregates tasks into the following categories:

• Completed Tasks: This menu displays the tasks which have recently completed a stage in a process by the current user. This menu does not display completed tasks of all stages but displays only those of the latest stage.
• Free Tasks: This menu displays the tasks which have not yet been acquired by any user and are accessible to the current user.
• Hold Tasks: This menu displays the tasks which have been placed on hold by the current user.
• My Tasks: This menu displays the tasks acquired by the current user from the Free Tasks menu.

This topic contains the following subtopics:

• Business Process Maintenance
  This topic describes the systematic instruction to create the workflows.
• Finance
  This topic describes the systematic instruction to view the list of the various tasks under Finance.
• Instruments
  This topic describes the systematic instruction to view the list of the various tasks under Instruments.
• Recon and Payment
  This topic describes the systematic instruction to view the list of the various tasks under Recon and Payment.
• Refunds
  This topic describes the systematic instruction to view the list of the various tasks under Refund.
• Search
  This topic describes the systematic instruction to search for the task(s) with the various filters.