Performing Tasks Defined in a Process

To perform tasks assigned in a process:

  1. From the inbox, select the process from which you need to perform assigned tasks.
  2. In the Subject/Process column, click on the Process name.
  3. In the profile card, click on the Tasks link to display your assigned tasks.
  4. Tasks may be either manual or script tasks:
    • Manual tasks need to be completed manually and then marked as performed using SmarTeam - Web Editor. For example, you may be assigned to contact a customer, to physically check specific stock items, etc. In order to do this, you will manually contact the customer, and then, using SmarTeam - Web Editor, mark the task as performed.
    • Script tasks execute a customized hooked script.

A time limit may be set for completing specific tasks, which is displayed in your Inbox.

If the time limit is passed without completing your task(s), a notification is automatically sent to the workflow supervisor.

After completing your assigned task(s), check the checkbox next to the specific task then from the Tasks menu select Perform Task.

The status for the selected task changes from Not Performed to Successfully Performed.

As the Process continues to other nodes, assigned users can view whether tasks were performed in other Nodes by viewing the History card.

If a task cannot be executed, an error message is displayed.