M104: Jobs in My Tasks

The Issues you have to handle will be listed in [My Tasks]. By clicking the [Operate Task] button, entering the required items, and Finishing the task it will no longer be shown in your [My Tasks]. The issue then goes to the next step. See the Issue Detail before you start handling the Issue by clicking the [Detail] button if you want to see which step in the Workflow your handling corresponds to.

1. Handle the Issues

1. Input form: Click [Operate Task] to display the input form and enter the necessary data. After that, click [Finish] at the bottom of the input form

The number and name of buttons at the bottom of the input form of each Task are different
If you click [Save and Quit], the unfinished data is saved (There is no alert even if the required items are not filled)
When you check multiple Issues and press [Execute selected tasks sequentially], the task processing forms will open in the order you checked them
- The forms will appear one at a time, and pressing the complete button will open the next form

2a. Filter your Tasks

1. Setting the Filters: Click [Filter], then choose a condition from [Add Condition] to search objective tasks and narrow down the task list; a. Title: Filter the words in the Title; b. Case Start User/Organization: Select and filter the User or Organization that has started the Case; c. Time & Date: Filter Case Start Date / Case End Date, Task Offer Date / Task End Date / Task Deadline by specifying the Start / End Date of the period; d. Star (★): Filter by Tasks with a ★
2. Setting display items in the list: In the [Column] settings dialog box, add/delete the items you want to display in the columns of the list, and place each of them in the order you want them to be displayed
3. Sort the list: In the [Sort] settings dialog box, select the sorting criteria from Title, the Task Start/End Time, the Offered/End Time or Deadline, etc., and then select whether to sort the list in ascending or descending order
4. Save the list: Click [Save List] to add the list to the side menu

All the Issues that you have undertaken and that are assigned to you will be shown in [My Tasks]
You can filter the list so that it is easy to read, considering your concurrent job status and the actual number of Issues to be processed
- Example: Specify Case Start Time with "#today.getFirstTimeInMonth()" (Started Issues in this month)
The saved lists are displayed in the side menu in alphabetical order and you can click to view them
You can also update the opened list by changing its conditions
You can open lists in another tab

2b. Filter your Tasks by Specifying an Operation

1. Specify the Workflow App: Select the App and specify the operation you want to filter
2. Setting the Filters: If you want to narrow it down even further, add a conditional expression for each of the tasks or the input items (Data Items) defined in the App, including a to d in the list described in 2a - 1
3. Setting display items in the list: You can select Data Items for display and list their input data for multiple issues, in addition to the display subject described in 2a - 2
4. Sort the list: You can sort the list by Title, the Task Start/End Time, the Offered/End Time or Deadline of tasks, etc., as in 2a - 3
5. Save the list: Click [Save List] to add the list to the side menu

To specify an App, click on a piece of the pie chart or a row on the list on the right
- You can also specify from the pull-down menu
The conditions that can be set are different depending on the data types of the Data Item
- Example 1: With Numeric-type Data Items
  - Emergency level is 5 (input data is equal to the specified value)
  - The price is 1 million or more (input data is equal to or greater than the specified value)
- Example 2: With a String-type Data Item
  - There is something written in the notes (not empty)