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 only 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.