Working with the task overlay panel

The task overlay panel displays the details of the task including a description and a summary message. You can assign the task to yourself by clicking the Assign to me icon or assign the task to another Infor OS Portal user by clicking the Assign icon and selecting the user from the drop-down. You can share the task message to the Infor OS Portal feed by clicking Share.

An error message is displayed if you try to assign a task from the task distribution list to a user who has the out-of-office option activated and if the No Assignment if Out of Office ION setting is activated.

The task overlay panel displays the parameters of the task. You can complete the task on this panel.

The task overlay panel shows the attachments that are associated with the task. Thumbnail images are shown for each attachment. You can add an attachment by clicking the Add Attachment icon and selecting a file to attach.

The task overlay panel displays the workflow that the task follows. The workflow shows the progress of the task, indicating what has been completed, and the current task. The workflow shows what user completed each portion of the task, including the user's picture, a description of the task, and a task completion date and time.

The task overlay panel shows the notes that are associated with the task. You can add a note by typing a note in the text box and clicking the Save Note icon.

The task ID and workflow ID are displayed as a label at the bottom of the overlay panel.

In the Task List widget, an Enable navigation to previous and next item configuration switch is available. When this switch is turned on, the header area of the task overlay panel displays left and right arrows that you can use to navigate to the next or previous task in the task list. Tasks with custom forms are skipped when you use these arrows to navigate through the task list.