Working with tasks

Tasks and information received by the task inbox during the work remind of e-mail messages, however they offer much more possibilities related to the integration with the Comarch ERP Standard System.

Each task is defined in the process editor with the use of Send Decision and Send Information activities. The activities make part of the <<standard activities>> group named <<Tas Inbox>>.

Task inbox activities

Decision is a task which requires user’s activity. A process is stopped and awaiting user’s decision. A situation in which a process sends a task to many recipients and continues its work after receiving first response, may occur. In such case, subsequent decisions are not relevant from the process’ point of view and the process transfers the task to Done folder for the operator who started the activity and Done By Others in the task inboxes of the rest of recipients. Information is a task which can be read only.

User’s folders

Note
Decisions are not handled by the local processes.

After setting complete or detailed <<tracking profile>>, the user can preview process execution from the level of the tax inbox. In the inbox, for each task, tab Preview is added. In the tab, it is possible to preview the current status of process execution. It regards all decisions which were made or are waiting for user’s actions. A decision which requires user’s reaction will be highlighted in yellow.

Preview during decision’s execution

Three dots presented under a current decision mean that this is not the last decision to be made within the process. After completing the process, the user can preview it in the Done directory. Completed decisions are displayed in green and, besides information regarding the operator, contain information about decision which was made.

Preview of completed decisions

 

Note
It is not possible to delete an operator who has active tasks in the task inbox.

 

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