Operations Overview

In this panel...	You can...
Landing Summary	Use the five keylinks All Tasks, Critical Tasks, New Tasks This Week, Accepted Tasks, Tasks Expiring Today to access your task inbox with the filter set on the selected keylink. Click to refresh the data snapshot. Click Go To Work Stream to navigate to the Work Stream panel. Click on the top left to open the sidemenu to navigate to the Work Stream panel, to Create Instant Task, to view Settings, Info and Help, our to Logout. View the task activity chart (tablets only).
Work Stream	View all process types and task types for which you have permission to view. Click to filter by Process, Task, or All. Click to perform a keyword search. Click to enable the task activity chart (smartphones only). Click on the top left to open the sidemenu to navigate to the Landing Summary panel, to Create Instant Task, to view Settings, Info and Help, our to Logout. Select a process type or a task type to navigate to the Process List Manager or Task List Manager panel.
Work Stream > Process List Manager	View all process instances of the selected process type. Click to filter by process status Running, Failed, Completed, Other, or All, or use the buttons on top of the instance list. Click to search for a process instance by its Custom ID. Click the arrow on the top left to navigate back to the Work Stream panel. Select a process instance to navigate to the Process Details panel.
Work Stream > Process List Manager > Process Details	View the process instance details on the Summary tab. View the process diagram on the Diagram tab. View the involved tasks on the Task tab. Select a task to navigate to the Task Details panel. Click to open the Attachments panel, view all attachments for the associated process tasks and download them (Android only). Click the arrow on the top left to navigate back to the Process List Manager panel.
Work Stream > Task List Manager	View all task instances of the selected task type. Click to filter by keylink Cancelled, Errored, Expired, Suspended, Active, New, Completed, Scheduled, or All. Click to search for a task instance by its Task ID. Click the arrow on the top left to navigate back to the Work Stream panel. Select a task instance to navigate to the Task Details panel.
Work Stream > Task List Manager > Task Details	View and modify the task instance details on the Summary tab. Click to save your changes. View task information on the Business Data tab. View the instant tasks on the Instant Tasks tab. Select Create Instant Task to open the New Instant Task panel and create a new instant task. Select Start To-Do List to open the To-Do List panel and select a preconfigured to-do list. Click to open the Comments panel. View all comments for this task instance, or add a new comment. Click to open the Attachments panel. View all attachments for this task instance, download them (Android only), or click and attach a photograph. Click to open the task menu (Open Task Experts, Accept, Accept For, Assign, Delegate, Delete, Resubmit, Suspend, Start To-Do List, Create Instant Task). Click the arrow on the top left to navigate back to the Task List Manager panel.
My Inbox	View all task instances with the filter set on the keylink you selected in the Landing Summary panel. Click to filter by keylink All Tasks, Critical Tasks, New Tasks This Week, Accepted Tasks, Tasks Expiring Today. Click to search for a task instance by its Task ID. Click the arrow on the top left to navigate back to the Landing Summary panel. Select a task instance to navigate to the Task Details panel.