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.

Note

Grant permission 🔑AccessFullTaskList to allow a user to access the full task list ( Tasks) in the Axon Ivy Portal menu.

Hint

Depending on the roles you hold in the application and the configuration of the Axon Ivy Portal, you might see not only the tasks belonging to you but all open tasks.

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. Task ID

3. Name

4. Description

5. Responsible user or role

6. State

7. Creation Date

8. Expiry Date

9. Category

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

Furthermore, at the end of each row you find the Actions menu of key features in handling tasks:

1. Details

2. Reset Task

3. Delegate Task

4. Reserve

5. Destroy

6. Trigger Escalation

7. Workflow Events

8. Process Viewer

Note

Grant permissions 🔑TaskDisplayResetAction, 🔑TaskDisplayReserveAction, 🔑TaskDisplayDelegateAction, 🔑TaskDisplayDestroyAction, 🔑TaskDisplayAdditionalOptions, 🔑TaskDisplayWorkflowEventAction to allow a user to see the corresponding buttons and menu items.

Finally, you have the possibility to access the full set of the task data by clicking on Actions then clicking on the Details menu item.

The task details are separated into 4 different sections:

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 or preview documents described in the HowTo’s below.

   

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

Note

Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to upload documents.

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

Note

Grant either permission 🔑DocumentOfInvolvedCaseWrite or 🔑DocumentWrite to allow a user to delete documents.

HowTo: Preview a document of a case

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

Portal can preview images, plain text(txt and log) and pdf documents.

Change Portal settings Portal.Document.EnablePreview to true to enable this feature.

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

Notes of a task 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, its notes are also displayed in the History table of this technical case.

Grant permission 🔑TaskCaseAddNote to allow a user to add task and case notes.

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

Note

Grant permission 🔑WorkflowEventReadAll to allow a user to see all workflow events of a task.

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: Share Task Details

1. Open the task details

2. Click on the share button

Note

Grant permission 🔑ShareTaskDetailsLink to allow a user to share task details.