Full Task List

The Full Task List page shows you the same tasks you see on your personal dashboard. However, this page provides you with extended information on the tasks, as well as, advanced search and filter capabilities. You can reach the page by using the check-icon Tasks link 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.

../../_images/navigate-to-full-task-list-page.png

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. Further to the right you find a search feature which you might use if you’re looking for a specific task. 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. Name and Description

  3. Responsible user or role

  4. Task ID

  5. Creation Date

  6. Expiry Date

  7. Status

../../_images/task-key-information.png

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

  1. Reset Task

  2. Delegate Task

  3. Reserve

  4. Add Ad-hoc Task

Finally, you have the possibility to access the full set of the task data by clicking on the row containing the task Name and Description.

The task details are separated into 3 different sections:

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

    ../../_images/detailed-task-information-data-description.png

  2. Note, you may add additional notes which is described below

    ../../_images/detailed-task-information-note.png

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

    ../../_images/detailed-task-information-documents.png
    ../../_images/detailed-task-information.png

HowTo: Use existing filter

Hint

If there are no public filters and you didn’t create any filters so far, there might be no filters available. In this case, you must create a filter first. This is described in detail in HowTo: Create new filter.

  1. Click on the Save Filter dropdown menu.

  2. Select the filter you want to use.

HowTo: Create new filter

  1. Click on the button More to select one of the available filters. For a list of available filters, see Task filter criteria.

  2. Click on the newly added filter and configure it.

  3. Add more filters by clicking on the button Filter again.

  4. Drop filters by clicking on the delete-attachment-icon icon next to the filter.

  5. When finished defining your filter, click on the button Save filter.

  6. The Save filter dialog is opened.

  7. Under Filter name, provide a recognizable name for the filter.

  8. Under Filter visibility, you can select if the filter is only visible for you or shall be available to all users.

  1. Save the filter by clicking the button Ok.

../../_images/how-to-create-task-filter.png

Task filter criteria

Criteria

Description

ID

The filter lets you specify the task identify number

Name

The filter lets you specify the task name

Created (from / to)

The filter lets you specify in which time period the task was created.

Description

The filter lets you search for keywords within the task description.

Expiry (from / to)

The filter lets you specify in which time period the task will expire.

Priority

The filter lets you specify the priority of the tasks to be shown.

Responsible

The filter lets you specify a user or role which is responsible for the task.

State

The filter lets you specify the task state.

Hint

  1. You can create a new filter by selecting an existing filter, reconfiguring it, and saving it.

  2. Only users with the admin role AXONIVY_PORTAL_ADMIN can save the filter for all users.

HowTo: Configure displayed tasks in the Full Task List

  1. To choose columns to display, click on Manage columns. Then you could choose displayed columns by checking the related checkboxes.

  2. To sort data, click on the column header. To change sort direction, click on that column header one more time. Note that some columns do not support sorting.

HowTo: Attach a document to the case

  1. Open the task details of a task

  2. Click the link add-icon Add document

  3. The Add document dialog is opened

  4. Upload a file by using the Select button or by simply dragging the file into the dialog

  5. Click the button Close to see the uploaded attachment

../../_images/how-to-upload-document.png

HowTo: Remove an attachment from the case

  1. Open the task details of a task

  2. Click on the delete-icon Delete button next to the attachment you want to remove

  3. A Confirmation dialog is opened

  4. Confirm the deletion with the button Yes

../../_images/how-to-delete-document.png

HowTo: Add a note to a task

  1. Open the task details of a task

  2. Click on the add-icon Add note link below the notes section

  3. The Add note dialog is opened

  4. Enter your note

  5. Confirm your note by clicking the button Save

../../_images/how-to-add-note.png

HowTo: Show Workflow Events

Note

User must to has permission WORKFLOW_EVENT_READ_ALL to see all workflow events of a task

  1. Open the task details of a task

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

  3. Click Workflow Events link on the overlay panel

    ../../_images/how-to-show-workflow-event.png

Workflow Events dialog

../../_images/workflow-events-table.png

HowTo: Export a task history

  1. Open the task details of a task

  2. Click on the show-more-icon Show more link below the notes section

    ../../_images/how-to-show-note-details1.png

  3. A new page with the task history is opened

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

../../_images/how-to-export-note-details.png