The results table displays all of your tasks selected by the task filter. You complete
your tasks by selecting each task separately and processing the actions in order to
complete the task including any workflow step checklists. When you select a task in
the results table, the To Do List task detail pane displays more information for each task under separate tabs, such
as Task, [Task Type], and Workflow.
What information is displayed in the task details pane?
The To Do List task details pane displays the selected task's information under the following standard
tabs:
|
Name
|
Description
|
|
Task
|
Displays the details of the specific workflow task from the selected query configuration.
|
|
[Task Type]
|
Displays the class definition [Task Type] as the name of the tab, such as Document Revision, or Change Request, and shows
the details of the workflow task item type, including any attached files.
|
|
Workflow
|
Displays a brief view of the workflow focusing on the active task, the process steps,
and the next workflow tasks.
|
|
Checklist
|
Displays when a checklist has been configured for the workflow step. (Optional)
|
Checklists
A Checklist tab is displayed in the To Do List task details pane if a checklist is configured for the workflow step. Checklists
can be mandatory (as indicated with a *) and must be completed before the workflow step can be signed off. They can also
be configured so the workflow step can still be signed off, even if the checklist
is not complete.
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If you select multiple tasks in the results table, the individual details or workflow
for each task is not displayed. Only actions that are relevant to all of the selected
tasks are available.
-
Tasks are displayed under separate configuration tabs for each query configuration.
Selecting a different configuration tab automatically changes the create scope to
that configuration.
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You can sort the order of how tasks are displayed in the results grid. For more information,
see Configure automatic sorting of column items.
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For more information on Workflow tab, see Workflow viewer.