Task Manager widget

You can add the Task Manager widget from the Widget Catalog. Use the Task Manager widget to search and manage tasks from workflows that you are authorized to manage.

Workflow definitions and workflow authorizations are created and managed in ION Desk. See the ION Desk User Guide for details.

When a Task Manager widget is published, you must enable settings to store the search field and the search query used. When these settings are not enabled, the Task Manager search query must be defined each time the page is reloaded. To enable settings while publishing a widget, select these options in the Settings tab of the Edit Publishing Configuration dialog:

• Select the Enable Settings check box.
• For the Store Search Field setting, select the Enabled check box.
• For the Store Search Query setting, select the Enabled check box.

When you add the Task Manager widget to an Infor OS Portal workspace for the first time, you must define a search query. These search options are available:

Workflow Name

Displays a list of workflow names that you are authorized to manage

Workflow Start Time

All, Today, Last 2 days, Last 7 days, Last 30 days

Workflow Status

Running, Completed

Task Status

All, Open, Done, or Canceled

If the selected task status is Open, you can additionally filter for tasks that are Assigned, Overdue, and Escalated.

If the selected task status is Open, you can additionally filter for tasks sent to a specific user.

If the selected task status is Open and Assigned, you can additionally filter for tasks assigned to a specific user.

The search query runs for a maximum 120 seconds and returns a maximum of 200 results. After the search query has been run, a list of tasks is displayed. You must click Refresh to run the query again later. Hover over the filter icon to see a summary of the current search query.

These features are available from the list view:

• Search for a string contained in the task message.
• Select multiple tasks that have status of New, Unassigned, or Assigned to a different user and click Assign to me.
• Select multiple tasks assigned to you and click Unassign.
• For each item, you can:
  • Add User to the distribution list
  • Assign to a user from the distribution list
  • Assign to me/Unassign
• Click the task item in the list to open the task details overlay panel.
• Click the workflow icon to show or hide the corresponding workflow status diagram in the Workflow Viewer.

These features are available in the task details overlay:

• You can View task details, assign the task to yourself, and take actions as in the Task List widget.
• You can share the task message to the Infor OS Portal feed by clicking Share. This button is enabled only if you are part of the task distribution list.
• If a task is assigned to you, you can edit the parameter values, add attachments, and add notes.
• You can click Add User to add a new user to the task distribution list.
• You can review details of tasks that are closed. These tasks are shown as read-only, and no actions are available.

On the Configure Widget overlay panel, you can change these configuration options:

• Disable the display of the workflow progress indicator on the task overlay panel.
• Select the check box to send an email when a new user is added to the distribution list. This value is used as follows:
  • For tasks where you are not in the distribution list, and you click Assign to me. An email is not sent for the assignment action, but future email may be sent if the task is re-assigned.
  • When the manager adds another user to the task distribution list, the Send Email property uses the default value configured on the Configure Widget overlay panel. Users added to the distribution list may get email notifications about a task being assigned to them or re-distributed to them.