AX1511
Using the Process Tasks page, you can review all of your current process tasks for a particular process, and complete those tasks. You can complete tasks individually or in batch.
If your system is using the Process Tasks page, then your home page or another similar landing page will contain links to the page. There is no built-in way to navigate to the page; you must be provided with a link.
The following screenshot shows an example Process Tasks page:
Tasks are displayed in groups by step. You can expand and collapse each group by clicking the step header. You can also:
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Change the page view to only show certain tasks, by using the Showing drop-down list. By default, the page shows All tasks, but you can change this view to show only New items, Due soon, or Overdue items.
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Use the Search box to find a particular task or tasks. You can find tasks based on the plan code or description.
- Click any column header to sort the list of tasks by that column.
Up to 10 tasks per step are displayed on the page by default. If you have more than 10 tasks in a step, the number of total tasks displays at the bottom of the step list, such as "Showing 10 of 37 items." If necessary, you can click show all next to this text, to bring in all tasks for the step (as filtered by the current view).
Completing tasks
To complete a single task, click the appropriate icon next to the plan file name:
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Click the check mark icon to submit or approve the plan file (depending on the step type). This will move the plan file to the next step. -
Click the X icon to reject the plan file. This will return the plan file to the prior step. The reject action is only available for approval steps.
To complete multiple tasks, select the check boxes for the tasks that you want to complete. You can click the check box in the step header to select all tasks in that step (as filtered by the current view). The action to complete the tasks depends on the type of step:
- For Edit Plan File steps, click Submit Selected in the step header to move the plan files to the next step.
- For Approval steps, click Approve Selected in the step header to approve the plan files and move them to the next step. Or, click Reject Selected to reject the plan files and send them back to the prior step.
