The worklist is a specialised specialized dashboard that organises the tasks of all business processes, allowing easy and flexible task management. Here you’re presented , all tasks available to youcan be observed. A task may have been assigned to you directly, to your position within the organisation, to your organisation unit, or even to a specific group of users that you’re a part of. For exampleinstance, approving an expense form is a task for the department manager position whether resolving a technical problem is a task for the service desk unit.
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Each task visible in the task list only displays a set of essential information (i.e. task summary).
Leftmost is the profile picture (or placeholder) of the user that initiated the business process to which the task belongs. Note that some processes are automatically initiated by Emakin, thus, this field may be empty for the associated tasks.
Next there’s the , there is a task name and an optional brief description of what it concernsthat task.
The A task’s origin is identified distinguished by an automatic tag, some text inside a coloured rectangle automated tag. These tags show up in coloured rectangles (e.g. internal processes as System, or business processes from folders like such as Leave Request or Expense Management). Additional tags may also be present, as defined individually by each business process.
On the right there’s hand side, there is the profile display name of the user to whom the task is currently assigned. A task may be available to several users at the same time (i.e. functional position, organisation unit, or user group) while remaining unassigned. In this case, the task status is simply displayed as Waiting“Waiting”. Upon task completion by the current user, this field will again display the task status (i.e. g. Completed).
Each time a business process is executed, it's assigned a unique instance number is assigned to allow easier tracking number (#nnn). All tasks originating originated from the same business process instance are correlated using said the same tracking number.
Below are displayed two date fields. The first First one shows the date when the task was is created and assigned, or started. The second date shows the task deadline, if applicable, or the task completion date, when available. Note that if you hover the mouse pointer on these fields a tooltip will display the detailed date and time.
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Powerful search and filtering mechanisms are the great enablers behind the worklist. You interact with them through the worklist toolbar. Additionally, it also provides access to sorting and exporting facilities.
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The search box allows you to write free-text terms that will be matched against all tasks information (not only the visible task fields) to narrow down the list of displayed tasks.
When clicking the search box, a few predefined search options are displayed (e.g. Assigned to Me). These provide quick access to useful and frequently used searches.
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