Before you begin: Workflows consist of actions called Tasks that need to be completed by resources. Tasks advance the Workflow toward Order completion and are assigned to individuals with details like descriptions and instructions for completion. Some Task details are only available on the Task Detail Page.
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. Below are the locations where you can find Task information:
- My Task page: Displays a list of Tasks but provides limited details.
- Order Details page: Provides an overview of Tasks for an Order.
- Line Item details page: Displays Tasks associated with specific Line Items.
- My Queues page: Lists Tasks within assigned Queues.
- Task Detail Page: Contains the most comprehensive Task details.
How can you find your Tasks?
Every Order includes Tasks, but only some may be assigned to you. Here is how you find all the Tasks assigned to you in all the open Orders.
1] Login to TapClicks, and on the Orders menu, click Orders.
2] In the Orders UI, click My Tasks in the left navigation menu.
3] A list of all your assigned Tasks appears.
How can you view Task details?
You can view the Task Details Page through the Order Details page or Detailed Orders page.
Via the Order Details page
| NOTE: You must be assigned to the Queue to view Task details. |
4] On the left navigation menu, under Orders, click Open Orders.
5] From the list of Orders, click the number in the Order column for your desired Order.
6] On the Order Details page, click Tasks in the top right corner.
7] A list of Tasks for that Order will appear on the right, including all associated Tasks and their assignees.
8] Click the Task ID to see the Task details. If the ID is not clickable, you are not assigned to that Task's Queue.
Via the Detailed Order page
9] On the left navigation menu, under Orders, click Detailed Orders.
10] From the list of Orders, locate the desired Order by scrolling or using the search box.
11] Click the arrow next to the Order Number to display the Task details.
12] All the Tasks associated with that Order will appear on the right-hand side of the drop-down view.
13] Click the number in the Task ID column to see the Task details.