ToDo section
Depending on setup, the following sections may be displayed in the ToDo tab:
- Assigned
- To Initiate
Assigned
The task can be assigned to you either as a user or as a member of a particular group. In case the task was assigned to a group where you are a participant, the name of the group will be displayed next to the Process ID.
When the task is assigned to a group and one of the group members assigns it to him or herself, it will not be displayed in the ToDo tab.
The Assigned task may have a due date, which is pre-configured by your company admin. Once the task is overdue, it is marked accordingly and shows the number of overdue days.
To Initiate
Tasks in the ‘To Initiate’ part are pre-configured by your company admin and can be initiated by you at any time, even offline. Since these tasks are always available in the ToDo tab, you may initiate as many tasks as needed, with empty template forms ready to be filled out.
Sorting the tasks
The ToDo tasks can be sorted by the following options:
- Priority
- Due Date
- Creation Date
- Assignee Name
- Task Name
Upon selecting the option, the sorting will be applied both to Assigned and To Initiate sections, however, since Assigned and To Initiate are separated sections, sorting will be applied to the tasks within the particular section, and tasks will not be mixed.
Once the ‘Priority’ option is selected, the tasks will be sorted from the critical to low priority in both Assigned and To Initiate sections.
Please note that the To Initiate tasks can be sorted only by priority or task name. In case any other option is selected, these tasks will be sorted by priority as per default.
Start working on tasks
In order to review the task and/or to start working on it, simply tap on its line containing the basic information about the task.
In the left sidebar, you will see the detailed information about the task, containing its full description and showing the stage, priority, and workflow name. In case the task was taken from the Assigned tab, it will show to whom and when the task was assigned, and its due date if any.
To start working on a task or assign it to yourself (in case the task was initially assigned to the group in which you are a participant), tap the ‘Start work’ button in the top right corner. Once you start working on a task, it will be automatically moved to the In Progress tab.
