Working with Task Details

Accessing Task Details

Task Details can be accessed from various locations within the Workflow application:

• Task Search Results - Click the Task Name.

• Worklist > My Tasks - Expand the Task.

• Workflow Overview Page - Click a link in the Participant Task view, then click the Task Name in the Task Search Results.

• From the Workflow Layout Page, select the Step, then click the Task Name.

Working with Task Details

The Task Details page lets you view and edit Task Details.

Clicking EDIT on the Task Details view puts the following fields in edit mode.

From here you can edit:

• Status (if the current status is not Excluded or Completed)

• Duration value and units.

• Effort value and units.

• Group

• User

• Description

• Notes - Once a note has been saved, it cannot be edited or deleted.

  The Extended Data button opens the Extended Data for the Workflow where you can edit the User-Defined fields and Additional User-Defined fields.

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  The Parameters button is only available for automated tasks. This displays the Automated Task's associated parameters.  

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  The notebook icon opens the Workflow notes.

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