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Tasks

Tasks tab in Documents and Tasks Granule allows you to access your finished and unfinished requests (Tasks).

Below is a description of the form’s features:

  1. Toolbar
  2. Search bar
  3. Task list

1. Toolbar

Toolbar in Tasks tab shows Documents tab and action button:

Run workflow When you select task on Task list you can star worflow with this button.

 

2. Search bar

You can search for tasks by all the data in the columns. In addition to searching, you can also sort or filter tasks by task type and by period.

The list enables sorting documents and filtering them by condition in the following columns:

Search

Search by task name.

Type

Select finised or unfinised tasks.

Date from / Date to

Select date of tasks show on the list.

 

3. Taks list

List of all Task shown as defined in Search bar with next columns:

Select

Select this checkbox if you want to Run workflow.

Task

Clicking on an individual task, a workflow is started with a specific task that a user has to complete. A window opens where the task can be completed according to the assigned task.

User Name of the user to whom the task has been assigned. Depending on the authorizations, each user can only see their own tasks.
Amount due When confirming invoices or documents where amounts are also relevant and the amount is a mandatory detail on the classification, the amount of the document is displayed here.
Key Task no.
Task completed The data is represented in an image format as a cross  if the task is not yet completed, and as a tick  if the task is completed.

Date

Task date.

 

 

  

     


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