The details panel of a selected task contains all the information about the task, a navigation bar to see more details, a button for additional actions, and a main area to interact with the selected task.
The header contains the name of the task, when it was started and by whom, a link to the work item that contains the task (not shown if the task is an ad hoc tasks as ad hoc tasks are not related to a work item), a button to perform additional actions, and the outcome buttons.
If you click on the link to the work item, it navigates to the corresponding work item to display its details panel and the Work inbox is displayed.
The Task ribbon on top of the header is shown in different colors to quickly display information about the task
|Task Condition||Ribbon Color|
Assignee set, no due date
Due date set in the future
Due date reached
The assignee field in the header shows the current assignee of the task.
If there is no assignee, the text nobody will be shown, and the outcome buttons will be replaced by a Claim button.
|If there is no assignee, the Task ribbon on top of the header is shown as yellow.|
Claim lets you set yourself as assignee. When you click the Claim button, a window for you to confirm that you want to assign the task to yourself. Once you click on Yes, you are the assignee of the task, and the Outcome buttons will be replaced back.
|A task cannot be completed without an assignee.|
If you have the appropriate permissions, you can change the assignee of the task at any moment by clicking on the name of the assignee. Once you click, a search list will appear where you can select directly which user you want to set as assignee.
|You can type some letters of the user name you want to search for to aid you in the selection.|
The Due date field (shown as Due) in the header displays the due date of the task. This is an additional information attribute that you can use to specify when a task should be completed.
If no due date is set, No due date is shown.
Once you click on the due date value, a date picker will let you select the day you want to set as due date.
By selecting a day in the calendar the due date is set. The due date can be modified at any time by clicking again on the field. If you place your mouse on top of the due date, the actual date will be shown, and a x button will appear that lets you remove the due date completely.
|This attribute is just informative. Tasks will be available for completion even past the due date.|
By default, the outcome buttons of a task are Complete and Save.
The Complete button saves the form and completes the task, making the work item continue to the next step.
The Save button saves the form, but does not complete the task, thus the task remains opened to be completed on a next step.
If a task has custom outcome buttons, those buttons also complete the task, but add a variable to the process that signals which option was selected. For example, Accept or Reject a loan request. This outcome variable can then be read in the process in order to use it in a conditional flow to model which is the next step that should happen in the process.
When you click on a task and the details panel loads its information, a navigation bar is shown on the main area. This bar acts as tabs from where you can perform additional actions on the task.
The task tab is the default tab of the task details view. It shows the corresponding form of the task, so the assignee user can interact with it, fill the appropriate fields, and save or complete the task. This area is scrollable when needed.
|If the task tab is not selected, you will not see the outcome buttons on the header area to be able to complete the task.|
A task form can have mandatory fields. The mandatory fields are marked with a red asterisk (*). A task cannot be completed (the complete button is disabled) until all mandatory fields have been filled in, and a message will appear under them asking you to fill them.
|You can always save a form without filling in all mandatory fields.|
When you are working on a task, you might want to involve other members of your team in it, so they can help you, add additional information or documents. From this tab you can view who is involved in the task.
If you want to involve someone in the task, you just have to type his name in the input search combo, select him and click on Add. You can add as many people as you want.
|Every user that you involve in the task will be set as candidate for the task, and if they have the appropriate permissions, they can complete the task. They will be able to see the task under their open tasks.|
If you want to remove someone from the task you can place your mouse over its row, and then on the right side a button Remove will appear.
|You can only add or remove people from open tasks. You cannot modify who is involved after a task has been completed|
Similar to ad hoc tasks (see Creating New Ad Hoc Tasks), you are able to create new subtasks. When clicking on the subtasks tab, you will see the list of subtasks.
If you want to create a new subtask, you can click on the Add new subtask button and a form will load where you can enter the basic information for it (only Name is mandatory). After you are done filling it in, click on Create.
|The description field supports a small subset of markdown. For example, you can use *My text* to bold what is between the asterisks: My text.|
In the documents tab you can attach files to the task, view already attached files and delete attached files.
To attach a new file, you can drag and drop new files into the dotted box or click in the link and a window for choosing the file from your system will open. Once a file has been attached, a thumbnail will be generated.
To delete a document, simply press the X button next to the document name link.
You can add metadata to document by clicking on the content type link. This will open a panel below where you can enter the content type (for example Contract) and based on the selected content additional fields will appear. In order to save your metadata, you have to press the Save button on the header area.
|If you do not press Save, your metadata will not be stored.|