Common Components Help

AEF Help

Viewing Information about Your Assigned Tasks

This procedure describes how to view information about tasks that are assigned to you and are ready to be completed or that you have already completed.

You can also view information about your pending tasks (those not yet active) and about tasks assigned to any person in a route, including those assigned to other people, as long as you belong to the route or you created the route. For instructions, see Viewing Information about Any Route Task.

To view information about an assigned or completed task

1. Access the Properties page for the task.
• If the task is active, the fastest way to access the task is to click My Desk>My Tasks from the global toolbar and then click the task Name.

Or

• For Team Central users, click the task Name from My Desk>Team>My View.

Or

• From the category list for the Team Central workspace the task belongs to, click Task and then click the task Name.

The category list and Properties/Content page for the task opens. From this page, you can delegate or complete the task, set the task's due date and time, or access the task's content.

The page is divided into two sections. The top section shows task properties. The bottom section contains basic details about the task's content.

Properties include the following:

Owner--The person who created the route.

Originated--Date the task was last defined by the route owner.

Due Date/Time--The date and time the route owner requests that you complete the task, if specified. If you do not complete the task by this date, the task is marked as late (red) and the route's status is changed from green to yellow (if it's the last task in the route, the status changes to red). If the route or workspace owner has set up late task notifications, the system sends out notifications to the appropriate people. If there is no due date, the route creator didn't specify one and you can enter one if you choose to.

Allow Delegation--If Yes, the assignee can delegate the task to another person. The system can also delegate the task automatically if the recipient receives the task during a defined absence period and an Absence Delegate has been assigned. See Editing Your Profile. If No, then neither the assignee nor the system can delegate the task.

Assignee-- The person responsible for completing the task. This is the person the route creator assigned to the task unless the task was delegated to someone else. If task delegation is allowed, this is an editable field. Click to select the person you want to complete the task. See Delegating a Task to Someone Else.

Route--Name of the route that contains the task. To see details about the route, click its name.

Action--The action the assignee should perform: Approve, Comment, Notify Only, Information Only or Investigate. If the action is Approve, you must choose an approval status to complete the task: Approve, Reject, or Abstain. All actions except Notify Only require that you enter a comment to complete the task.

Approval Status--For tasks with Approve actions, this field shows the option the task assignee chose: Approve, Reject, or Abstain. If the assignee chooses Approve or Abstain and completes the task, the route continues as normal, and new tasks are created when the ones for the current order are completed. If a person chooses Reject for the status and completes the task, the route is stopped, which means no new tasks are activated for the route. The route creator receives email and IconMail notification about the rejection.

State--Assigned or Complete. When a task is created for an assignee, its state is Assigned. When the assignee indicates the task is complete, the state changes to Complete.

Instructions--Describes how to perform the task.

Comments--Ad hoc comments entered by the task assignee when completing the task. This field is not shown for tasks with Notify Only or Information Only actions.

2. Work with the task, as needed:
• To complete the task, click the appropriate link from the page Actions menu. These links are available only for the task assignee. See Completing a Task.
• To view details about the route or content object, click its name.
3. Use the category list for the task to see more information:

   Category	Description	For details, see:
   Properties	Shows the Properties page for the task.	Viewing Information about Any Route Task
   Content	Provided you have the appropriate access to the content item, the Route Content page lets you view, download, lock for edit, and check in new versions of documents in the route and work with other route content. For example, you can only edit documents that you have at least Read Write access to.	The Route Content page for a task is just like the Content page for the route, described in Listing Content for a Route, except there are no links for adding and removing content. To add and remove content for the route, you must access the Content page for the route. See Defining Content for a Route.
   History	Shows a log of events that have occurred for the task.	Click on the History page or see AEF Help.
   Route	Shows sub-routes created to complete the task.	Listing Sub-Routes for a Task