Task Details

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.

52 tasks details panel areas

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.

52 tasks details header

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

52 tasks details header task grey

Due date set in the future

52 tasks details header task yellow

No assignee

52 tasks details header task yellow

Due date reached

52 tasks details header task red

Assignee

The assignee field in the header shows the current assignee of the task.

If there is no assignee, the text nobody is shown, and the outcome buttons are replaced by a Claim button.

52 tasks details header asignee nobody
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 are replaced back.

52 tasks details header asignee claim confirmation
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 appears where you can select directly which user you want to set as assignee.

52 tasks details header asignee selection
You can type some letters of the user name you want to search for to aid you in the selection.

Due date

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.

52 tasks details header duedate not

Once you click on the due date value, a date picker appears and you can select the day you want to set as the due date.

52 tasks details header duedate pick

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 is shown, and a X button appears that lets you remove the due date completely.

52 tasks details header duedate set
This attribute is just informative. Tasks are available for completion even past the specified due date.

Outcomes

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.

52 tasks details outcomes

Additional actions

If the task has additional modeled actions, they are displayed when you click on the button represented by the three dots. You can then select which action you want to execute by clicking on it.

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.

52 tasks details navigation bar

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.

52 tasks details task
If the task tab is not selected, you do not see the outcome buttons in 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 appears under them asking you to fill them.

52 tasks details task mandatory fields
You can always save a form without filling in all mandatory fields.

People

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.

52 tasks details people

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.

52 tasks details people add
Every user that you involve in the task are set as a candidate for the task, and if they have the appropriate permissions, they can complete the task. The task is listed in their open tasks list.

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 appears.

52 tasks details people remove
You can only add or remove people from open tasks. You cannot modify who is involved after a task has been completed.

Subtasks

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 see the list of subtasks.

52 tasks subtasks list

If you want to create a new subtask, you can click on the Add new subtask button and a form loads where you can enter the basic information for it (only Name is mandatory). After you are done filling the form in, click on Create subtask.

52 tasks subtasks new subtask
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.

Documents

In the documents tab you can attach files to the task, view already attached files and delete attached files.

52 tasks tabs documents empty

To attach a new file, either click the plus sign in the window or click on the Upload file button and a window for choosing the file from your system opens.

52 tasks tabs documents

To delete a document, simply slick the item, click the three dots menu at the right of the line and then select Delete file.

You can add metadata to document by clicking the three dots menu and selecting the Add content type item. This opens a panel below where you can enter the content type (for example Contract) and based on the selected content additional fields appear. In order to save your metadata, you have to press the Save button on the header area.

52 tasks tabs documents metadata