Human Tasks

Use a human task component, when an activity requires a human intervention to go to the next activity.

To add an human task:

Using Human Tasks

1. From the Process Flow tab, click Human Task from the Activities pane in the floating toolbar and click on the Drawing canvas, at the required position.
2. Double click Human Task in the drawing canvas, to access the Activity Drawer window.
3. Enter the Activity Name and the Description.
   An unique Activity ID is auto-generated for the newly added human task.
4. Select the activity Status .

Creating Tasks and Notifications Using Action Tab

An Action or Task is used to inform the assigned user about an action to be completed in the current stage of the Workflow. You can add multiple tasks for an activity. You can assign a task to a user, user group, users with a particular role, or users selected by an application rule. The task is sent to the Application Inbox of the assigned users.

5. Click Define Actions to define new actions.
6. Click Add from the Action tab, to create a new task. You can add any of the following tasks:
   • Expiry
   • Escalation
   • E-mail
   • Reminders

   You can set the expiry date for a specific task. The task will not be executed after the set expiry date. Select the required option from the Expiry drop-down list:

   • Global Expiry Setting- To set the task expiry based on a global setting. The global setting can be set from the back end.
   • Never Expire- If the task should not expire.
   • Expire After- If you want to set the task expiry after some days and (or) hours. Enter the number of days and (or) hours after which the task should expire.
   • Dynamic Value – If you want the user assigned to this task to set the task expiry date and time dynamically. This value needs to be entered in the code.

   Note:

   Escalation should be set after the expiry of the task. If you have selected the Never Expire option for Expiry, you cannot set escalation.

   Enter/select the following details:

   • Select the Escalation criteria :
     • Global Escalation Setting- To set the task escalation based on a global setting. The global setting can be set from the backend.
     • Never Escalate - If an escalation is not required for the task.
     • Escalate After - If you want to escalate when the task is not addressed after pre-configured days and (or) hours. Enter the number of days and (or) hours after which the escalation should be triggered.
     • Dynamic Value – If you want the user assigned to this task to set the task expiry date and time dynamically. This value needs to be entered in the code.
   • Maximum number of escalation levels - Select 1 to escalate to the immediate manager, 2 to the next higher authority and so on.
   • Escalation Path - Default, People Hierarchy, and Custom Rule.
   • Notification Message Type - The type of notification message.

   You can activate the email notification and also set the email template for sending emails after task completion.

   Note:

   Ensure to configure the email settings before setting email notification for your tasks.

   You can set a reminder to execute a task. The reminders will be sent to the assigned user as an open task to their Inbox. Enter/select the following details:

   • Recurrencee – The number of times set for a recurring reminder.
   • Task Start Date – Send a reminder after a defined number of days and (or) hours, from the start date of the task.
   • Task Expiration Date – Send a reminder before a defined number of days and (or) hours from the end date or expiry date of the task.
   • Relative Date – Number of days and (or) hours from the Relative Date after or before which you want to set the reminder.
   • Notification Message – The notification message to be sent as the reminder.
7. After entering the required criteria, click OK to create a new human task.