Full Task List

The Full Task List page is a dashboard featuring a single, full-width task widget. You can reach the page by using the Tasks link in the Axon Ivy Portal menu.

Important

Access Requirement: Only users with the 🔑AccessFullTaskList permission can see the Tasks menu item.

Tip

Depending on your application roles and Portal configuration, you might see not only your tasks but all open tasks.

Overview

On the top of the Full Task List page you see next to the heading Tasks in brackets the overall number of tasks shown to you. Below you find the filter feature. The usage will be explained in the HowTo’s further down this chapter. Finally, you see the list of tasks.

For each task the following key information is shown in the list:

1. Priority

2. Pin

3. Task ID

4. Name

5. Description

6. Responsible user or role

7. State

8. Creation Date

9. Expiry Date

10. Category

11. Application (This column is not displayed by default)

Available Actions

At the end of each row you find the Actions menu with the following options:

Action	Description
Details	View full task information
Reset Task	Revert the task to its initial state
Delegate Task	Assign the task to another user or role
Reserve	Reserve the task for yourself
Destroy	Destroy the task
Trigger Escalation	Manually trigger task escalation
Custom Fields	View task custom fields
Workflow Events	View workflow events
Process Viewer	Visual representation of the process flow

Task Details

Access the full set of task data by clicking on Actions then Details.

The task details page is organized into four main sections:

Section	Content
Status Banner	Information that needs attention or action
Data and Description	Task metadata and related case information
Histories	Notes and task history entries
Documents	Attached files with add, delete, rename, preview options

1. Task status banner to display information that needs attention or that you should take action on.

   

2. Data and description, you find various metadata concerning the task and the respective case it is related to.

   

3. Histories, you may add additional notes which are described below

   

4. Documents, these documents once attached to the case are available on all tasks. You may add, delete, rename or preview documents described in the HowTo’s below.

   

How-to

HowTo: Configure the Full Task List

The full task list page functions as a dashboard accessible from the top-level menu. To customize the task list, navigate to Dashboard configuration.

To restore the dashboard to its default settings, including the menu icon and task list layout, delete the dashboard. Portal will automatically recreate the dashboard with the default settings.

HowTo: Move and Resize Widgets in Task Details

1. Open the task details of a task

2. Click on the Edit button to drag, drop and resize widgets.

   

3. Click on the Save button to save current state of page and switch to readonly mode.

   

4. Click Reset button to reset to default configuration.

   

HowTo: Attach a Document to a Case

1. Open the task details of a task

2. Click the link Add document

3. The Add document dialog is opened

4. Upload a file by clicking Upload here or by dragging the file into the dialog

5. Click the button Close to close the dialog

HowTo: Rename a Document of a Case

1. Open the case details

2. Click on the button next to the attachment you want to rename

3. A dialog is opened to rename the selected document

4. Update filename as you expect in the input field

5. Click the button Save to save your change

6. Filename will be updated and a note about the renaming will be added

HowTo: Remove an Attachment from the Case

1. Open the task details of a task

2. Click on the button next to the attachment you want to remove

3. A confirmation dialog is opened

4. Confirm the deletion with the button Delete

HowTo: Preview a Document of a Task

1. Open the task details of a task

2. Click on the button next to the attachment you want to preview

3. A preview dialog is opened

4. Click the button Close to close the dialog

Note

Supported Document Types:

• Default: Images (jpg, jpeg, bmp, png), plain text (txt, log), and PDF documents

• With DocFactory: Word (doc, docx), Excel (xls, xlsx), and email (eml) files

To enable this feature, set Portal settings Portal.Document.EnablePreview to true. For Office documents, deploy DocFactory in the same security context.

HowTo: Add a Note to a Task

1. Open the task details of a task

2. Click on the link Add note below the notes section

3. The Add note dialog is opened

4. Enter your note

5. Confirm your note by clicking the button Save

Note

Note Visibility:

• Task notes are displayed in the Notes table of the task details and in the History table of its business case

• If the task belongs to a technical case, notes are also displayed in the History table of that technical case

HowTo: Export a Task History

1. Open the task details of a task

2. Click on the link Show more below the notes section

   

3. A new page with the task history is opened

4. You may export the history by clicking on the button Export to Excel

   

HowTo: Show Workflow Events

1. Open the task details of a task

2. Click on the link Actions on the right top corner of the Data and Description section

3. Click the link Workflow Events on the overlay panel to see Workflow Events dialog

Workflow Events dialog

HowTo: Show Custom Fields

1. Open the task details of a task

2. Click on the link Actions on the right top corner of the Data and Description section

3. Click the link Custom Fields on the overlay panel to see Custom Fields dialog

Custom Fields dialog

HowTo: Share Task Details

1. Open the task details

2. Click on the share button

Permission Reference

Different task operations require specific permissions:

Action	Required Permission
Reset task	🔑TaskDisplayResetAction
Reserve task	🔑TaskDisplayReserveAction
Delegate task	🔑TaskDisplayDelegateAction
Destroy task	🔑TaskDisplayDestroyAction
View additional options	🔑TaskDisplayAdditionalOptions
View workflow events	🔑TaskDisplayWorkflowEventAction and 🔑WorkflowEventReadAll
View custom fields	🔑TaskDisplayCustomFieldsAction
Add/delete task documents	🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite
Add note to task	🔑TaskCaseAddNote
Share task details link	🔑ShareTaskDetailsLink