View Task Flow Details

This screen allows a system administrator or HR administrator to review the full details of a task flow created for a specific employee, in order to monitor its progress and review all the tasks assigned to the employee within this flow.

Before You Begin

• You must have the “Manage Task Flows” permission.

Steps to View Task Flow Details

1. From the main menu, click “Task Management,” then go to “Task Flows.”
2. Click the target employee name associated with the flow you want, or select “View” from its actions menu.
3. The screen opens in view-only mode and includes the following buttons:
   • Edit: to go to the edit task flow screen.
   • Delete: to permanently delete the task flow.
4. The task flow’s status appears at the top left of the screen, next to the name of the employee associated with the flow.
5. The screen displays a Details tab and an Activity Log tab for the flow, as follows:
   • In the Details tab:
     • “Task Flow Information” section, which includes:
       • Employee: the name of the employee associated with the flow, with any additional employee information below it, such as email or phone number, and a link next to the name that redirects you to the employee’s details screen when clicked.
       • Creation Date: the date the task flow was created.
       • Start Date: the date the flow’s execution started (calculated from the moment the first task changes from “To Do” to “In Progress”).
       • Due Date: the date all tasks in the flow were completed (calculated from the moment the last remaining task in the flow is completed).
       • Progress: displays how much of the flow’s tasks have been completed, in the format: number of completed tasks / total number of tasks (e.g., 3 / 6 Completed).
       • Created By: the user who added the task flow, with a link below the name that directs you to that user’s details.
     • “Tasks” section, which includes:
       • The name of the template used in the task flow (if any); clicking it opens the view screen for that task template’s details.
       • Task Title.
       • Task Assignee.
       • Type.
       • Priority.
       • Due Date.
       • Status.
       • A “View Task” button; clicking it opens the task details screen.
   • In the Activity Log tab:
     • This tab displays all the actions and edits made to the task flow in detailed chronological order.
     • At the top of the log, filtering options are available to narrow down the view:
       • All Actions: filters the log by action type (edit, add, delete, etc.).
       • All Actors: filters the log by the user who performed the action.
       • Date Range: to display actions within a specific date range.

How the System Works

• The task flow’s status is calculated automatically based on the statuses of its associated tasks, according to the following rule:
  • To Do: all tasks are still in “To Do” status.
  • In Progress: at least one task is in “In Progress” status.
  • Completed: all tasks are in “Completed” status.
• The Start Date is recorded automatically upon the first transition of any task from “To Do” to “In Progress.”
• The Due Date is recorded automatically once the last remaining task within the flow is completed.
• All task flow data displayed on this screen is read-only, and cannot be edited directly except via the “Edit” button.
• Clicking on any task’s title in the tasks table takes the user directly to that task’s details screen.
• Any edit made to the task flow or to any of its tasks is automatically recorded as a separate event in the “Activity Log” tab, showing the value before and after the edit.
• Filtering the activity log by time range, actor, or action type can be used individually or in combination to narrow down the view.

Validation Rules

• The task flow you want to view must already exist.