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:
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. |
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.
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Type
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Select finised or unfinised tasks.
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Date from / Date to
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Select date of tasks show on the list.
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List of all Task shown as defined in Search bar with next columns:
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Select this checkbox if you want to Run workflow. |
Task
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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.
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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
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Task date.
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