Task Step - General view
The Task Step page displays the workflow information, attachments,
data fields, workflow groups, milestones, and comment history for a work
item. You can enter any information needed for this step in the workflow
and complete the step or reassign the work item to another user. For more information, see Work
with Tasks.
The General view contains the following controls and content:
Views
Select the type of information to view:
- General displays the work item information, including the work
flow name (subject), the user who launched the workflow, the date and
time launched, the date and time received in the queue, the deadline
status, and any comments for the work item for this step in the workflow.
You can edit the comments, and then click Apply to save your
changes.
- Attachments displays a list of attachments for this work item.
Click an attachment from the list to display the list of objects assigned
to the attachment. You can click an object name to open it, or click Get Info to view the Information page for the assigned object.
- Data Fields displays any data fields defined for the work item
at this step in the workflow. If a field is editable, you can change
its value. The type of value that you can enter is determined by the
field's data type. For example, a Boolean field will on accept "true"
or "false", and a date field will only accept a valid date. A data field
can be defined as containing one or more
values. To edit multiple values, click the
field name link to open the Choices page.
- Workflow Groups displays a list of the workflow groups defined
for this step in the workflow. To modify the group members, click the
group name link to open the Choices page.
- Milestones displays a list of the milestones and associated
messages for the work item.
- History displays the comment history for each step in the workflow.
Actions
Select an action to perform for this step.
-
Complete completes this step and moves the work item to the next
step in the workflow. Make sure that you have filled in any needed data
fields and added any attachments required for this step before you click
Complete.
-
Reassign assigns the work item to specific person to work on.
- Return returns
the work item to the Inbox or queue for later processing.
-
Status opens the work item in the Tracker application. You
can view the workflow history and step history.
Instructions
Displays any special instructions for this step in the workflow. The
person who created the workflow determines what instructions are included.
If the instruction text is not visible, click the Arrow icon.
Path
Displays the work item name and step name.
Subject
Displays the name of this workflow.
Launched By
Displays the name of user who started the workflow.
Launched On
Displays the date and time that the workflow was launched.
Received On
Displays the date and time that you began working on the workflow
Deadline
Displays the deadline for completing this step. The deadline can trigger
reminder messages if the step is not completed before the deadline.
Responses
Displays a list of available responses for the step. Select an appropriate
response from the list, and then click Apply. If the workflow definition
does not include a response definition for this step, this row is not
displayed.
Comment
Lists the comment for this step in the workflow. To change Comments,
edit the value, and then click Apply.