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Documentation 8.9

The tasks grid allows the display of all the tasks pending execution or those that are the result of having applied search filters. It is made up of columns and rows.

Columns

 

The tasks grid allows the display of different columns, and by hovering over the name of each one, it is possible to indicate its behavior.

 

The columns displayed in the grid and the number of rows are configured using environmental parameters.

 

The screen resolution determines how the columns are displayed. At lower resolutions, some columns are hidden to maintain an easy-to-read and user-friendly tasks grid.

 

 

V0027 - H&M_ManUsu_GrillaIII_img17

 

 

Chat

An icon is displayed depending on whether the case has an associated chat or not. Clicking on the icon opens the conversation associated with the case.

V0027 - H&M_ManUsu_GrillaIII_img8The case has no associated chat.

V0027 - H&M_ManUsu_GrillaIII_img9 The case has at least one associated chat.

 

Case

It is the number of the case to which the task belongs.

 

Process

It is the name of the process to which the task belongs.

 

Description

Brief description of the case, modeled on the property Case Description of the process. If this description is not modeled, the process code, its version, and the name of the current activity are displayed.

 

Activity

It is the name of the activity modeled in the process.

 

Home

It indicates the date and time when the activity starts.

 

Responsible User

The responsibility for a task can be assigned to a user, a role, or an organizational unit.

When the task is the direct responsibility of the user, the user's avatar and full name are displayed.

When the task is the responsibility of the organizational unit to which the user belongs, the icon and name of the organizational unit are displayed.

When the task is the responsibility of a role assigned to the user, the role icon and description are displayed.

When the task is the direct responsibility of another user but has been delegated to the one showing it, the avatar and full name of the delegate user are displayed. This makes it easy to know who has delegated the task.

 

Expiration Date

Indicates the date and time the task is due. This is determined based on the property Activity Maximum Duration, which can be defined directly by establishing how many hours or days the task lasts or through a variable in the form associated with the process.

The values in this column are displayed in different colors, allowing for a visual identification of the task state based on how close they are to the due date:

Green: when there are more than 48 hours left until due date.

Orange: when there are less than 48 hours left.

Red: when the task is already overdue.

It is important to note that this column may not contain information if a maximum duration was not defined in the process model, as setting this property is optional.

 

Priority

Visually indicates the priority of the task.

 

urgente

Urgent

F00085~1_img7

High

mediana

Medium

baja

Low

 

Set Tasks

 

On the left side of the grid, a checkbox column is displayed for selecting tasks using ticks. Whenever a task is selected and the user has security permissions to do so, the “Set” button is enabled.

 

Pressing this button expands a list of users with the following features:  

They are users of the same organizational unit.

They are users of the roles where they are a Coordinator.

They are users of the organizational units where they are an Administrator.

 

Pressing the “Accept” button sets the task to the selected user and displays a message indicating that the assignment was successful.

 

 

Portal-AsignarTareas-001

Rows

 

Each task in the grid can be shown by clicking on the corresponding row. The operations available for each task are displayed using buttons, when hovering the cursor over the row.

 

 

V00276 - H&M_ManUsu_Grilla_img19

Display of Icons on Rows

 

The user can decide if they want to see the buttons with the operations of the tasks on the row.

 

CM0035~1_img16  Displays the buttons available for each task.

CM0035~1_img15  Hides the buttons available for each task.

Scroll Bar

 

The rows in the grid are progressively filled in a vertical manner, allowing scrolling up or down using a scroll bar.

 

The number of tasks loaded in the grid is displayed in the lower right margin.

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