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)

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. Process Start User/Organization: Select and filter the User or Organization that has started the process

c. Time & Date: Select and filter the Start/End Time, the Start/End Date, and the Offered Date / End Date Deadline of Tasks of started processes

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 Process 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 Process 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 Process 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)

R1170: Search Format by Data Type

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Z. More Info

• FAQ: What is the Difference between [My Tasks] and [Offered]?
• Questetra Developer's Blog: We’ve Improved My Tasks to Display the List of the Entered Business Data (Ver. 12.1)