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My Demeter Documentation

Tasks

What is it used for (purpose)?

  • ‘My Tasks’ are the tasks you must do 
    • Tasks Allocated specifically to yourself 
    • Tasks Allocated to a role which you belong to (so you have visibility of these tasks) 
      • Take ownership of tasks - Assign the tasks you want to yourself 
    • Tasks which have been referred to yourself 
  • See form for a selected task 
  • Take action – update and/or complete your tasks, delegate tasks to others

What is on this page? 

  • Filters (left pane) 
    • Process 
    • (Pre-Saved) Custom 
    • (New) Custom Filters 
    • Advance Filter 
  • List of tasks (middle pane) 
    • Filter (default) 
    • Statuses (default Overdue & Active) 
    • Search 
    • Sort 
    • Refresh 
    • Actual list of tasks based on filters/sort/search applied 
    • Default grouping as follows: Important tasks at the top, then all others based on selects made by user 
  • Task Form for selected task (right hand pane) 
    • Form 
    • Task Information 
    • Process Diagram for this task 
    • Notes 
    • History 
    • Security 
    • Help 
    • Action bar

How to use the functionality on this page? 

Navigation

  • There are two ways to navigate to this page 
    • From the Home page 
      • Click WMS to go to the WMS app 
      • At the middle section of the Navigation Bar, click Tasks tab 
    • When using the Navigation bar: 
      • Click ‘Apps’ on the right-hand side of the Navigation Bar 
        • You will see all available apps 
      • Click WMS to go to the WMS app 
      • At the middle section of the Navigation Bar, click Tasks tab 

Filters (Left Pane) 

Filter by tasks

  • Tasks are grouped
  • By default, “All” is selected showing all your tasks in the middle pane
  • By Process Name
    • The count of tasks you have in each Process is displayed next to the process name
  • When you select a process name, the list of Tasks displays in the middle pane

Filter by (Pre-Saved) Custom

  • You can configure custom filters to limit your task list based on a set of criteria to suit your requirements
  • When you select a custom filter, it will expand and show all the results
    • By default, the option "All" is selected. This returns all tasks that fullfil the custom criteria; if a process limitation was not applied in the criteria then all tasks for any process will be returned
    • If the custom filter is not limited to a single process then an option for each process name will be visible, along with the total count of filtered tasks
    • The ellipsis between the filter name and chevron produces a dropdown menu with 2 options:
      • Edit – you can edit the properties of the custom filter:
        • Name
        • Description
        • Icon
        • Process(es) filter
        • Task(s) filter
        • Field Filters
      • Delete – Removes the custom filter from the left hand pane
    • The process options can be hidden by clicking the custom filter header

Add Custom Filters 

  • Click “Add Custom Filters” located at the bottom part of the left pane, Add Custom Filter dialog box appears 
  • Add Customer Filter’s fields 
    • The required fields are Name, Description, either Process(es) or add a condition 
    • Name field - you can rename the default value to suit your purpose 
    • Icon field - by default the icon is a filter. To customise an icon, click the Icon Button. You can choose an icon from the available list 
    • In the Process(es) field, you can choose multiple processes you want to filter 
      • If you select process(es), the Task Field will show all available Tasks from the selected process(es) 
      • You have the option to choose multiple Tasks, or you can leave it blank 
    • Field Filters – To filter the Task(s) based on condition(s) set. There are 3 options to use: 
      • Add Condition – You need to choose a field from the list given. Values of Operation and Value fields will depend on the chosen field. For Value field, some of the fields will require you to input the value manually. 
      • On the right side of the condition, you will see an ellipsis button. When clicked you will see the options: 
        • Delete – This will delete the condition 
        • Add OR Parent – This will add an OR Group Header 
        • Add AND Parent – This will add an AND Group Header  
      • Add AND Group – This will require at least 2 conditions. AND logic requires all conditions to be true in order to get results 
        • In plus/add icon there are a few Options you can choose from: 
          • Add Condition 
          • Add AND Group 
          • Add OR Group 
        • Next to the plus/add icon, there is a dropdown button. By default, value is “AND”. You can change the value from “AND” to “OR” or vice versa 
        • Delete button – This will delete the group and everything inside the group 
      • Add OR Group – This will require at least 2 conditions. OR logic requires at least one of the conditions to be true in order to get the results 
        • In plus/add icon there are a few Options you can choose from: 
          • Add Condition 
          • Add AND Group 
          • Add OR Group 
        • Next to the plus/add icon, there is a dropdown button. By default, value is “OR”. You can change the value from “OR” to “AND” or vice versa 
        • Delete button – This will delete the group and everything inside the group

Filter

  • When you click the “Filter” located at the bottom of the left pane, a filter will appear in the Right pane
  • It will clear the list of My Task in the middle pane and the Filters/Pre-saved Custom Filters on left pane
  • The results will be dependent on the conditions set on the Filter on the right pane when applied / saved Filter
  • Filter
    • You can close or cancel the Filter by clicking the cross button located at the upper right-hand corner of the right pane 
    • You can either choose Process(es) or Add Field Filters or you can do both 
      • At least one of the fields is required to be populated 
    • In the Process(es) field, you can choose multiple processes you want to filter 
      • If you select process(es), Task Field will show all available Tasks from the selected process(es) 
      • You have the option to choose multiple Tasks, or you can leave it blank 
    • Field Filters – These will filter the Tasks based on condition(s) set 
    • 3 options you can use: 
      • Add Condition – You need to choose a field from the list given
        • Values of Operation and Value fields will depend on the chosen field 
        • For Value field, some of the fields will require you to input the value manually  
        • On the right side of the condition, you will see an ellipsis button 
        • When clicked you will see the options: 
          • Delete – This will delete the condition 
          • Add OR Parent – This will add an OR Group Header 
          • Add AND Parent – This will add an AND Group Header  
      • Add AND Group – This will require at least 2 conditions 
        • AND logic requires all conditions to be true in order to get results 
        • In plus/add icon there are a few Options you can choose from: 
          • Add Condition 
          • Add AND Group 
          • Add OR Group 
        • Next to the plus/add icon, there is a dropdown button 
        • By default, value is “AND” 
          • You can change the value from “AND” to “OR” or vice versa 
        • Delete button – This will delete the group and everything inside the group 
      • Add OR Group – This will require at least 2 conditions 
        • OR logic requires at least one of the conditions to be true in order to get results 
        • In plus/add icon there are a few Options you can choose from: 
          • Add Condition
          • Add AND Group 
          • Add OR Group 
        • Next to the plus/add icon, there is a dropdown button 
        • By default, value is “OR” 
          • You can change the value from “OR” to “AND” or vice versa 
        • Delete button – This will delete the group and everything inside the group 
      • There are 3 buttons located at the bottom of the right pane 
        • Save – You can save the filter  
          • When saved, 3 fields will appear above the Process(es) Field 
            • These are Name, Description, and Icon 
            • The required fields are filter name and description 
            • Default Icon can be changed 
          • A filter can be saved or canceled using the buttons located on the bottom part of the right pane 
        • Clear – Clears everything you set up in the filter 
        • Apply – Applies the filter you set up and gets the results of the filter in the middle pane

List of tasks (Middle Pane) 

Filter (default)  

  • This will allow you to filter your Task list by status 
  • The default values of the filter are Active and Overdue 
  • You can change the filter applied to My Tasks by clicking the Filter button and check and uncheck the option(s) you want to use as filters. You can have multiple selected options or at least one selected option 
  • List of Filter Options: 
    • Inactive – Tasks will be filtered by inactive status 
    • Active – Tasks will be filtered by active status 
    • Overdue – Tasks will be filtered by overdue status 
    • Completed – Tasks will be filtered by completed status 

Statuses (default Overdue & Active) 

  • The Status is displayed in the upper portion of the middle pane 
  • The Status is a badge with color fill and status name inside depending on the filter selected 
  • Where filter is selected: 
    • Inactive – color fill is Gray 
    • Active – color fill is Green 
    • Overdue – color fill is Red 
    • Completed – color fill is Violet 

Search  

  • This will help you to search for tasks 
  • In the search field type word(s) or letter(s). You will notice that return is based on what is typed  
  • To clear a search, click the clear or cross button, it will remove whatever you typed in the search field and return full list of tasks 

Sort 

  • This will sort the Tasks List based on the selected option 
  • By default, Recent is the selected option 
    • The Task list will be sorted in chronological order, with the most recent one at the top 
  • You can change it by clicking the dropdown button 
  • The list of options is as follows: 
    • Recent – this will sort the list in Chronological order 
    • Task – this will sort the list in Alphabetical order based on the Task Name 
    • Process - this will sort the list in Alphabetical order based on the Process Name 
    • Assigned To - this will sort the list in Alphabetical order based on the Assigned User/Group 

Refresh  

  • This will refresh the Task list without refreshing the whole page 

Task List

  • When you click one of the tasks in the list, it will show the form and details on the right-hand pane
  • Default grouping as follows: Important tasks at the top, then all others based on selects made by user 

Task Details (Right Pane)

  • For each selected task have
    • By default, the task form will display on the right pane
    • Task name and Process name are displayed on the upper left-hand side
      • Task Status is displayed on the right-hand side
      • Ellipsis Button – have list of options for the Task
        • Reassign – to reassign the task to another user
        • Reschedule – to reschedule the Task Start date and time
        • Print (Functionality is not working)
      • Expand Button
        • When clicked, this will expand the task occupying all panes
        • When in expand view, a collapse button is visible
          • Collapse button – click to go back to normal view
      • On the bottom part of the right-hand pane, you can do the following:
        • Undo – to revert the value of fields to the previously saved values
        • Save – to save the values you entered
          • If you haven’t changed the values and clicked save, this will only refresh the form and the values will still be the same
          • If you have entered or changed values in a form and click Save, this action will refresh the form and retain the values you have entered or changed.
        • Complete – to complete your task

Task Details Menu (collapsible bar for tasks)

  • Form
    • Form Fields display as per the design and relevant to each task
    • Where there is a Calculated Field in the form, you will observe the following:
      • For non-column summary calculations
        • When hovered over the formula that is set up to this field shows in the format: “[Number 1] 0.3333 / [Number 2] 3”
          • Text in square brackets represents a field's display name followed by the run time value, then the operator and following field's display name followed by the run time value etc.
      • For column summary calculations
        • When hovered over the formula that is set up for this field shows in the format: "Column - Average", "Column - Sum" etc.
      • If a field that a calculated field relies upon is updated, a warning icon/message shows to inform the user that their calculation is now out of date. By saving, the value of the calculated field will be updated again
      • Completion of a Task will be prevented if calculated field divided-by-zero errors are detected
        • When you attempt to complete a Task, all field values are still saved but the task does not Complete and relevant calculation error shows
    • Where there is a Rows Field in the form, you will observe the following:
      • If a rows field was populated in a preceding task and used in the current task, it will reflect all added rows and values in the current task.
      • Adding more row(s) in the Rows field in the current task – these will be visible in the current task and in the next task that uses the same field
    • Where there is a Concatenated Field in the form, you will observe that:
      • A user can see the read-only result text of the concatenated Field - based on the appended values of the other Fields selected in Designer.
        • Run time value for a field followed by the separator and next Run time value for a field followed by the separator etc.
    • When there is Options Field in the form, you will observe that:
      • When “Allow adding additional Option Item” is switched, you can add 1 additional option value and this additional value can only be used in any tasks within the same process instance
  • Information
    • Assigned To
    • Process Name
    • Scheduled Start
    • Scheduled End
    • Process Design Details
      • Effort
      • Duration
  • Diagram for this task
      • Displays the Process name and the selected Task name
      • Reset zoom and Diagram Position
        • Zoom percentage will display in the button, scroll to change settings
        • Click button to reset the zoom to 100% (its original position)
      • On the upper right-hand side
        • Process Status is displayed
        • Expand Button
          • When clicked, this will expand the Process Diagram occupying all panes
          • When in expand view, collapse button is visible
            • Collapse button – click to revert to normal view
      • You can reposition the diagram by clicking and dragging in the space around the process
        • You can use the scroll wheel of your mouse to zoom in or zoom out
      • Process Status Key – Located on left corner of the diagram
        • Click the collapse button on the Process Status key
          • The labels are hidden and only the color codes are visible
        • Click the expand button on the Processes Status key
          • The labels are visible
    • Process Diagram
      • You can see the color-coded status of each Task/Notification/Timer of the Process
      • Click a Task on the process diagram
        • Task Information will be displayed over the process diagram
        • You can reassign and reschedule the task using the ellipsis button
        • You can close the Task Information by clicking the cross or close button on the top left corner
        • You can go to the Task by clicking the “> Go to Task” found below the Effort Field
      • On the bottom right corner, you can abandon the process
        • A dialog box will appear. Select a reason from the given list of reasons or choose custom reason to type your own reason for abandoning the process
        • Once a reason is given, you can click Abandon Process or Cancel abandoning the process
  • Notes
    • Notes are arranged chronologically (most recent at the top)
    • You will see all notes added in the process
    • To refresh the list, click the refresh icon located beneath Notes
    • Note Details:
      • Title name: Note
      • Task: (Task where the note was added)
      • User (User that added the note): followed by the content of the note
      • Date when the note is added (date and time)
    • To add a note, click the button at the end of the pane
      • Type the note, click on the “Add Note” button
      • This will refresh the list and you will see the recently added note at the top of the list
  • History
    • In this section you will see all activities that happened in the Task
    • Refresh the list by clicking the refresh button above the list
    • You can also filter the list by checking or unchecking the list of options in the filter. The filter options are the following:
      • Fields Saved
      • Task Status Change
      • Note
      • Process Completed
      • Task Reassigned
      • Task Referred
      • Process Abandoned
      • Task Rescheduled
      • Task Returned
      • Email Queued Successfully
      • Email Queued Failed
    • History will be arranged in chronological order (date and time of action is visible)
  • Security
    • If you are the ‘Task Assigned User’ or the process owner or have the Full Control permission, you will see the list of User, Group and/or User Field that have permissions for the selected task
      • Save & Complete – user, group and/or user field that has this permission can save values and can complete the task
      • Full Control & Task Assigned User or Process Owner – user, group and/or user field that has this permission can
        • Save values
        • Complete the task
        • Add user, group and/or user field to the selected task
        • Edit permissions of each user, group and/or user field
        • Delete a user, group and/or user field
          • Note: You cannot delete the Task Assigned User or Process Owner
    • Search – you can search the users or groups that have been given access to the task or user that has been assigned to or referred a task
    • Add a user or group by clicking on the add button
      • Dialog box will appear. There are 3 options to choose from:
        • User – adding security permission to a user
        • User Group – adding security permission to a user group
        • User Field – adding security permission to a user field
    • In the list of users, an info icon is visible next to the user who has access to the task. If you hover over it, a tooltip is visible:
      • Task Assigned User
      • Task Referred by User
    • After adding a user, group or field, you can set their credentials to:
      • Save & Complete
      • Full control
      • View
      • You can delete the user/group or field that you added
  • Reporting (This is still under development, and it might change the functions, UI, etc.)
    • Reports
      • This will show all saved report(s) under this process.
      • The list is chronologically ordered by most recent saved report will be at the bottom of the list
    • Run Report Button – (Currently Not Working)
    • Download Report Button (Currently Not Working)
    • Go to reporting Button – takes you to the report set up page
  • Help
    • Where you can read the help content for the Task. Inputs required will be explained and reasons why these are important. If inputs come from another source, you have guidance on how to find the information needed.
Last updated: 24 October 2023 03:11 PM
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