User Overview Report

The following steps detail how to open a task form on the Active Tasks section:

1. On the Active Tasks section, click the Action Menu button.
   
2. Click Open Form.
   
3. The form opens in a new tab.

The following steps detail how to action a task on the Active Tasks section:

1. On the Active Tasks section, click the Action Menu button.
   
2. Select the required outcome to action the task.
   
3. The task is actioned and removed from Active Tasks section.

The following steps discuss how to view a task's View Flow report on the Active Tasks section:

1. On the Active Tasks section, click the Action Menu button.
   
2. Click View Flow.
   
3. The tasks View Flow opens in a new browser tab. For more information on how to use the View Flow, see the View Flow topic.
   

The Release option can only be used on task with an "Open" status. When you open a task, you take one of the available slots for that task. Suppose a task is allocated to two users, Bob and Alice, and there is only one slot available for that task. As soon as Bob opens the task, the task's status changes to Open for Bob and Allocated for Alice, and Alice cannot open the task because there was only one available slot. Releasing the worklist item resets the item's status back to Available so that either Bob or Alice can open and action the task.

Follow these steps to release a task:

1. On the Active Tasks section, click the Action Menu button.
   
2. Click the Release(Lock) icon.
   
3. The Task is released.

You can delay acting on a task in the Active Tasks section until a later date. Choose to delay acting on a task until a preselected time (Basic) or a date that you specify (Date) occurs. For example, if your schedule prevents you from completing tasks until the next day, you can choose to delay your action until the following morning or afternoon.

Follow these steps to sleep a task:

1. On the Active Tasks section, select a task and click the Action Menu button.
   
2. Click the Sleep icon.
   
3. On the Sleep page two options are available, Basic and Date. To set up a Basic sleep option, click the Basic radio button followed by the radio button for your selected basic option.
   
   Where:
   
   • Breakfast tomorrow – The task is paused until 8 AM the following day.
   • Lunch tomorrow – The task is paused until 1 PM the following day.
   • In a week from now – The task is paused until 8 AM the following week.
4. To set up a custom date sleep option, click the Date radio button and enter a date in the Wake Date box or click the calendar icon to select a date.
   
5. Click OK.

Redirecting a task means that you move an item from your task list to another user's task list. Think of this as assigning that task to another user.
Follow these steps to redirect a task:

1. On the Active Tasks section, select a task and click the Action Menu button.
   
2. Click the Redirect icon.
   
3. On the Redirect page, enter a user in Search box to redirect the task to.
   
4. For detailed search options, click the drop-down arrow. Select an option from the Match and Security Label and click the Search icon.
   
5. Select a user from the search results and click OK.
6. The user chosen receives an email notification informing them the task has been redirected to them.

Sharing a task means that you allow another user (in addition to you) to action the task . Think of this as creating a copy of a task so that either you or the other user can action the task.
Follow these steps to share a task:

1. On the Active Tasks section, select a task and click the Action Menu button.
   
2. Click the Share icon.
   
3. On the Share page, click the Add icon.
   
4. On the Add User page, search for the required user. Detailed search options are available such as specifying a Match and Security Label via the drop-down.
   
5. Select the user from the search results and click OK.
   
6. Click OK on the Share page.
   
7. The user receives an email notification informing them the task has been shared with them.