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Tasks

The Tasks view gives visibility into both active and completed human tasks across the environment. For active tasks it also offers a set of management actions, so administrators can intervene when a task is stuck, misassigned, or needs to be pushed to completion.

Task list​

The list shows every task with its Id, Name, Assignee, Owner, Create Time and Priority. Use the Status selector (Any by default) to filter between active and completed tasks, and the additional filters to narrow by name, ID, definition key, scope (instance) ID, assignee or owner, and due / created / completed date ranges.

The list of tasks

Task details​

Click a task to open its detail view. The tabs are:

  • Details — task metadata such as name, description, assignee, owner, due date, priority, category and form key.
  • Sub Tasks — any child tasks linked to this task.
  • Identity Links — the users and groups associated with the task.
  • Content Items — documents and content attached to the task.

For an active task the header offers the management actions below (each requires the matching permission); completed tasks are read-only.

The detail view of an active task

Updating a task​

Update lets you modify the task's name, description, assignee, owner, due date, priority and category (hub:instance:task:update).

The update task dialog

Assigning or claiming a task​

Assign or claim takes ownership of a task or assigns it to another user; leaving the assignee empty un-assigns the task (hub:instance:task:assign).

The assign task dialog

Delegating and resolving a task​

Delegate passes a task to another user while keeping the original owner, so it can be returned once the delegate has done their part. A delegated task then shows a Resolve action, which hands it back to the owner (both use hub:instance:task:delegate).

The delegate task dialog

Completing a task​

Complete finalizes a task after a confirmation prompt (hub:instance:task:complete).

The complete task dialog

Reindexing and deleting​

Reindex refreshes the task in the search index (hub:cluster:reindex), and Delete permanently removes it (hub:instance:task:delete) after a confirmation.