Tasks

Tasks is where you handle the work people do inside business processes — claim, assign and complete your tasks, review completed history, and start processes.

singleton (only one can be open at a time).

Opening it

Open Tasks from the menu. It defaults to "My tasks (running)".

Layout

• Toolbar (top) — mode switch (running / completed / start a process), refresh, panel toggles
• Filters (left, toggleable) — keyword, scope, process definition, due, priority, category, favorites
• List (center) — tasks, or startable processes
• Form (right) — the form for the selected task / process

Key tasks

Work a task

1. Select a task from the list
2. Its form appears on the right (if a form key is set)
3. Fill it in and submit to complete the task

Claim & assign

• Claim / Unclaim — make a task yours, or release it
• Assign — assign to another user (search by username, display name or email)
• Take over — take someone else's task for yourself (with confirmation)

Review history

Switch to My tasks (completed) to review completed tasks (read-only).

Start a process

Switch to Start a process, choose a startable process, fill in the start form and submit.

Tips

• The filter scope can be "Assigned to me / Candidate (my groups) / All".
• Mark frequently used tasks as favorites to filter them.