SoftExpert Workflow tasks
Introduction
Tasks are pending system activities for which the user is responsible. They are divided into two categories: Execution and Tracking.
Tracking displays the tasks for which the user is responsible, but that are executed by another user.
Execution tasks are pending tasks that the user must execute within a deadline or defined period.
See further details on the generated tasks:
Execution tasks
Activity execution
After starting the workflows, execution tasks are generated for the parties responsible for the activities.
| Who receives it | Users defined as executors of the activity during the modeling of the process (SoftExpert Process) that automates the workflow. |
| When | Following the flow of the process, when the time comes for the activity to be executed. |
| Where | My tasks menu. |
| Purpose | To alert the responsible ones that there are activities to be executed. |
Users with the "Basic" license can only execute the activities of processes they started, that is, activities assigned to the process starter. The other activities will be enabled by accessing with a "Staff" or "Manager" license.
In the Configuration > General parameters (WF019) menu, check the Display action plan status (APS) by field to display an additional column in the activity execution screen of the Workflow component. This additional column will display the status of action plans associated with the workflow. If you check this option, select the desired configuration:
- Workflow: Displays the status of the action plan associated with the workflow in the most advanced step.
- Activity: Displays the status of the action plan associated with the activity under execution.
For more details about executing activities, see the Executing an activity article.
Tracking tasks
Workflow management
After starting the workflows, tasks are generated for the managers to track the progress of the instance.
| Who receives it | User appointed as process manager or instance manager. |
| When | Once the workflow is started. |
| Where | My tasks menu. |
| Purpose | To allow the user to manage the workflows that are under their responsibility and that are in progress. |
My Workflows
After starting the workflow, a task is generated for the user who started the workflow to track the instance.
| Who receives it | User who started the workflow. |
| When | Once the workflow is started. |
| Where | My tasks menu. |
| Purpose | To allow the user to track the workflows they started and that are in progress. |
Conclusion
As tasks are executed and closed, they are no longer displayed in the list of pending records in the Task menu.