Before you begin: Workflows consists of actions that need to be completed by resources. These actions are called Tasks. Tasks move the Workflow forward toward Order completion. Tasks are assigned to people and have a number of different details, including a description and instructions on how to complete them. Not all details for a given Task are viewable on all Task pages. In some cases, you need to navigate to the Task Detail Page to see certain information about that Task.
Where can you find information about Tasks?
There are several places where Tasks are viewable. The location with the greatest detail about a task is on the Task Detail Page. Here is where you can find Task information:
- My Task page - big list of the tasks but few details
- Order Details page
- Line Item details page
- My Queues page
- Task Detail Page
How can you find your Tasks?
Every Order has Tasks, but only some of them maybe assigned to you. Here is how you find all the Tasks assigned to you in all the open Orders.
1] On the left side menu, under Orders and Workflow click Workflow.
2] Click My Tasks.
3] A list of all your Tasks appears.
How can you view Task details?
There are different ways to navigate to the Task Details Page. The most common ways are via the Order Details page and via the Detailed Orders page.
Via the Order Details page
| NOTE: You can only view Task details if you are assigned to the Queue that the Task is assigned to. |
4] On the left side menu, under Orders click Open Orders.
5] In the list of Orders that appears, click the number link in the Order column whose details you want to view.
6] Click Tasks in the top right corner of the Order Details page.
7] A list of Tasks for that Order appears in the right column. This shows all the Tasks associated with that Order and who they're assigned to.
8] Click the Task Id to see the Task details. If you can't click on the Task Id, it means you are not assigned to the Queue the Task assigned to.
Via the Detailed Order page
9] On the left side menu, under Orders click Detailed Orders.
10] In the list of Orders that appears, locate the Order for which you want to see the Task details by scrolling or searching.
11] Click the arrow to the left-hand side of the Order Number to display the Task details.
12] All the Tasks associated with that Order will populate on the right-hand side of the drop-down view.
13] Click the number link in the Task Id column to see the Task details.