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Overview Views can be added or edited and used to filter and sort the tasks shown on the Task List page General Information on the view such as a descriptive name is entered on this page. Assignment If a user would like to specify specific... Read More

Overview Under the Proxies/Assistants configuration, you can assign one or more users as your assistant. An assistant has the ability to work on tasks or start processes on your behalf. Use caution when making someone your assistant, as they would... Read More

Tasks per Page Specifies the number of tasks that will be listed on each page in the Task List page. Task Reminders A list of tasks can be emailed to users every morning if this option is enabled. The task list will contain a brief summary of each... Read More

Overview Active and completed processes can be searched using various criteria. The Process Search page allows users to specify certain information that will return a list of matching process instances. If any matching processes are found, they... Read More

Overview The Process Status page shows various information about a process instance. Some or all of the information may not be available due to security constraints set by the process designer. Process Log The Process Log shows detailed... Read More

Overview The Task Reports item will allow the user to display lists and statistics for tasks in certain processes. Processes include any Process for which the user is a member of the Management Group security group. Process Type Select the... Read More

Overview A “Processes Initiated by Me” report is included with each installation. This report will generate a summary of all process instances initiated by the current user. It will list any active tasks associated with each process, including... Read More

The top navigation bar provides instant access to the most used areas of the Web Interface. These areas include the Task List, Process Search, User Preferences, and Administration. Each area is discussed in more detail below. Read More

The Task Detail page presents the user with more detailed information about a task, including instructions for completing the task, its associated process data, and a list of its dispositions, or actions. The Task Detail page shows any process... Read More

The left navigation area lists all of the start-able processes available to the currently logged in user. Processes are listed in a hierarchical fashion. The user first selects the folder, or category, for the process, and then selects from the list... Read More