Viewing task information
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View your task list.
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Select the task name to open the task Details page in a new tab/window.
Alternatively, select .
The Details Summary blade appears for the task. The fields and actions on this screen will vary based on the design of the form.
The task form may include the following sections:
Section
Description
Actions
Select the appropriate action for the task.
Attachments
Electronic objects that can be added or removed.
Case object
The file or document that requires attention.
Select next to the case object to open its Details Summary blade. Note that the blade will open up next to the existing open blade. If your older blade is not visible, use the horizontal scroll to view it.
Checklist
A list of actions that must be completed for this task.
Tick items off the list as you go through the task form.
Comments
A history of comments made during the progress of the task.
Fields
To enter or update information required for a task.
Fields associated with an action are available once the action is selected.
For most of the fields on a task form, enter the information as needed.
Any greyed out fields do not require any input.
Mandatory or required fields are identified with an * (asterisk) and must be completed in order for you to progress.
Instructions
Instructions are read-only information to help you in completing the task.
Expand the sections as necessary.
Overview
Read-only information that was entered at the start of the workflow process.
Roles
To view task assignments.
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To view the same options in a new window, select Details page.
to open the task's
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Description |
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The task is being edited by you. An will display to everyone else. |
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The task has been locked for editing by someone else. If you hover your cursor over the , the date the task was locked for editing and the name of the person who is editing the task displays. You won’t be able to edit or see any changes to the task until it is released or unlocked by the person editing it. |
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The task has been suspended. |
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A completed task. |
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A task is scheduled to be completed by a due date. Hover your cursor over the icon to display the due date. |