View Task Details from My Tasks List

This screen enables employees to view the full details of a task assigned to them, review its requirements, perform the necessary actions to complete it, and update its progress.

Before You Start

• Ensure that the Task Management app is enabled through Apps Manager by navigating to Settings from the main menu.
• This screen requires the View Own Tasks permission, and users can only access tasks specifically assigned to them.

Steps

You can access this screen in two ways:

Method 1: From My Tasks List

1. From the main menu, click Task Management.
2. Click Tasks.
3. Select the My Tasks tab.
4. Click the required task title.

Method 2: From the Task Notification

1. When you receive an in-app notification that a task has been assigned to you, click the notification to navigate directly to the Task Details screen.

After opening the screen:

• The top of the screen displays the task title, status, priority, overdue indicator (if applicable), and an arrow button to move to the next available status.
• The following buttons are displayed: Re-Assign Task, Link Module, and Add Note & Attachments.
• The screen displays the task information: title and code, description, task type, priority, due date, Target Module, and Record (if linked).

How the System Works

• The available actions depend on the current task status:
  • To Do: You can select Acknowledge to change the status, in addition to reassigning the task and linking a record.
  • In Progress: You can select Complete, in addition to reassigning the task and linking a record.
  • Completed: You can only select Undo Completion and link a record; Re-Assign Task is not available after the task is completed.
• Depending on the current task status, one status-change button is displayed: Acknowledge (from To Do to In Progress), Complete (from In Progress to Completed), or Undo Completion (from Completed to In Progress). Each action has its own confirmation message that appears before the change is applied.
• The Re-Assign Task button opens a popup containing a drop-down list for selecting a new active employee. The popup is titled Re-assign Task and contains a field named Re-assign To. Upon confirmation, the task assignee is updated without changing its status.
• The Link Module button opens a popup containing the Module field, pre-filled with the module selected when the task was created and cannot be edited from this popup, and a searchable Record field for selecting the record to link to the task.
• Each status-change action is recorded in the Task History timeline immediately after it is performed.

Validation Rules

• Re-Assign Task is not available when the task is completed.
• This screen can only be accessed for tasks assigned to the current user.