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View the unaccepted tasks | Masthead | Click ![]() |
View the tasks expiring today | Masthead | Click ![]() |
Filter and view process types and task types | What’s Happening Now > Work Stream | Use the filter field to search and view the process types and task types. By default, you view all the process types and task types. |
View process instances grouped by status (Process badges) | What’s Happening Now > Work Stream | 1. Click on the process bar to view the process badges. 2. Click on the process badge pertaining to the status of process instances you want to view. |
Filter process instances | What’s Happening Now > Work Stream | 1. Click on the process bar to view the process badges. 2. Click on the process badge pertaining to the status process instances you want to view. 3. Search and view the process instances in the process list. |
View process instance details | What’s Happening Now > Work Stream | 1. Click on the process bar to view the process badges. 2. Click on the process badge pertaining to the status of process instances you want to view. 3. Search and view the process instances. 4. Click on the custom ID link corresponding to the process instance, and view the process instance details in the process detail page. |
View process diagram | Work Stream > Process List > Process Detail | Click the Diagram tab on the process detail page. |
View/hide task instances belonging to a process | Work Stream > Process List > Process Detail | Click ![]() |
View/hide the activities of a process | Work Stream > Process List > Process Detail | Click ![]() |
View/hide attachments of a process | Work Stream > Process List > Process Detail | Click ![]() |
View task instances grouped by task type | What’s Happening Now > Work Stream | Click on the task type bar. |
Create and start a task instantly | Instant Task tab on the left margin | See Starting Tasks. |
Schedule task | Instant Task tab on the left margin or What’s Happening Now > Work Stream | See Scheduling Tasks |
View task instances grouped by saved search (Keylinks) | What’s Happening Now > Work Stream | Click on the task bar to view the customized keylinks. |
Customize task keylinks (using saved searches) | What’s Happening Now > Work Stream | Select the Customize Keylinks option on the task type bar and configure the keylinks. See Customizing Task Keylinks. |
Search for tasks in task list | What’s Happening Now > Work Stream | 1. Expand the task type bar. 2. Use the search field to search tasks. See Searching for Task Instances. |
Create and use to-do lists | What’s Happening Now > Work Stream | See Using To-Do Lists. |
Configure task instances | What’s Happening Now > Work Stream > Task List | Click ![]() |
View mandatory child tasks | What’s Happening Now > Work Stream > Task List | Use Configure Columns settings to display the Is Mandatory column details in the task list. |
View task instance details such as tags, attachments, comments, experts, and audit information of a task | What’s Happening Now > Work Stream > Task List | Click the task ID link of the task instance and select the Task Detail tab. |
View business data of task instance | What’s Happening Now > Work Stream > Task List | Click the task ID link of the task instance and select the Business Data tab. |
Change task priority | What’s Happening Now > Work Stream > Task List > Task Detail | Select the priority from the drop-down list. |
Tag tasks | What’s Happening Now > Work Stream > Task List > Task Detail | Type the new tag in the Tags field. |
Create an instant task | What’s Happening Now > Work Stream > Task List or What’s Happening Now > Activity Stream | Click Create Instant Task option. |
Add comments to a task | What’s Happening Now > Work Stream > Task List > Task Detail or What’s Happening Now > Activity Stream | 1. Type the comment for the task. 2. Click Post. |
Add attachments to a task | What’s Happening Now > Work Stream > Task List > Task Detail or What’s Happening Now > Activity Stream | 1. Select the task instance in task list, and type your comment for the task. 2. Click ![]() 3. Click Attach. |
Reply to a comment, email the user who commented for a task, or delete a comment | What’s Happening Now > Activity Stream | |
Endorse users for a task | What’s Happening Now > Work Stream > Task List > Task Detail or | |
Visualize task data and analyze task activity | What’s Happening Now > Task Activity | |
View user profile, roles, and group memberships | Profile option in the administrative menu | |
Edit user profile | Profile option in the administrative menu | |
View and filter trending information related to tasks on social media | What’s Happening Now > Twitter Stream | |
Network with task experts | What’s Happening Now > Task Experts | |
Filter and view tasks, accept tasks, delegate tasks, or remove delegation from tasks in your task inbox | Task Inbox tab | |
Customize task list in Work Stream and Task Inbox | What’s Happening Now > Work Stream > Task List or Task Inbox > Task List | Click ![]() You can also include the business data fields to Task List. |