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.

1a. Filter your Tasks

1. Setting the Filters

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. Date：Check the Process Start Time/Offer Time/Deadline boxes to filter the start date and end date

d. Star (★)：Filter by Tasks with a ★

2. Setting display items in the list

From [Display items], select the items you want to display in the column of the list.

3. List of Issues

Click the [Update] to filter the list

4. Sort the list

Click Title, Offered Time, ,or Deadline in the header row to sort the list with

5. 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]
• When you open the Task list page, [Advanced search] and [Display items] will be collapsed by default, so please click it to expand it
• 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 condition
• You can open lists in another tab

1b. Filter your work by specific a 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 input items (Data Items) defined in the App, including a to d in the list described in 1a

3. Setting display items in the list

When a Data Item is selected for display, you can list its input data for multiple issues 

4. List of Issues

Click [Update] to filter the Issues

5. Sort the list

Click Title, Offered Time, or Deadline in the header row to sort the list with

6. 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 graph or a row on the list on the right
  • You can also specify in [Advanced search] screen
• The conditions that can be set are different depending on the data types of the Data Item
  • Example: Data entered into a Numeric-type Data Item is greater than specified values
    • Example: Emergency level is more than 3, or the price is more than 1 million yen
  • Example: String-type Data Item is not empty
    • For example, there is something written in the notes

R2030: Type of Conditional Expression
We’ve Improved My Tasks to Display the List of the Entered Business Data (Ver. 12.1)

2. 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)

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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)