Tasks

A participant role is required. For more information, see User roles.

A task is a job assigned to a person. The workflow pauses until the assignee responds to the task. In Nintex Workflow Cloud, the types of tasks are Express approval and Form-based. For more information on task types, see Assign a task and Assign a task to multiple users.

The My Nintex Tasks page displays all the tasks that are assigned to you. Use the Tasks page to:

  • View tasks that are assigned to you.
  • View completed tasks.
  • Search tasks using custom filters.
  • Delegate tasks to another user
  • Complete tasks by providing the appropriate response.

Access the Tasks page

  1. On the top navigation bar, click My Nintex.
  2. On the left menu, click Tasks.

    The tasks assigned to you are displayed. The status shown in the Status column indicates if the task is active or complete. For more information on the tasks columns and selections, see Tasks page columns and selections.

Filter tasks by status

  • In the Status drop-down, select the status you want to filter by.

View activity feed for a task

  • Find the task that you want and click to open the task.

    The activity feed is displayed.

    • Task details: The task details at the top of the activity feed displays the status of the task, the name of the user the task is assigned to and the time the task is initiated, and a link to view/hide the active task. This part shows the part of the task that is relevant to you.

      Note: 
      • The link to view the active task is enabled only for participants that the task is assigned to and for other users depending on the settings set through My Nintex settings for the workflow. See, My Nintex settings.

      • If the task has multiple assignees you can see who the other assignees are by clicking on multiple assignees.

    • Form submission details or start details: This section shows the start details of the task. What's displayed depends on what the start event is.

      • Form submission details: If the task is started by a form, form submission details which includes the user that submitted the form and a link to view the form is displayed.

      • Start details: When the task is started by anything event other than a form submission the start details are displayed showing details of the event that started the task. For example if a task is started by a Salesforce event or a new list item in SharePoint Online. A link is shown to view start data.

    • Task history: A timeline of the task history is displayed in this section.

      Note: The task history is available depending on the settings selected for View all task outcome summary card in My Nintex settings.

Manually delegate tasks

In My Nintex, you can delegate active tasks to another user to respond to the task on your behalf. You can delegate the task through the task activity feed.

Important: 
  • Delegation must be enabled for the workflow in order for manual delegation to be available for tasks in that workflow. Workflow owners can enable or disable the setting through My Nintex settings for the workflow. If you want to disable manual delegation for tasks in a workflow, open the My Nintex settings for the workflow and clear the Delegate tasks check box in the Task assignees section. For more information, see My Nintex settings.

  • Manual delegation is currently only available for Task assignees.

  • Manual delegation is only available for tasks created with the Assign a task to multiple users action.

  1. Find the task that you want to delegate and click it to open the task.

    The activity feed for the task is displayed.

  1. On the top right of the Active tasks section, click .

    Important: The menu is displayed only when the task is Active and when the assignee or the user the task is escalated to is viewing the task.

  1. On the menu that opens, click Delegate task.

    The Delegate task section is displayed.

  2. In the Assignees field, enter the user you want to delegate the task to. As you start typing, the list of matching users is displayed.
    Note: 
    • You can delegate the task to a maximum of ten users. Use semicolons to separate multiple email addresses.

    • If you delegate the task to multiple assignees, the first response is taken as the response to the task.

    • You can remove the current assignee and add additional assignees or keep the current assignee and add more assignees.

    • Escalated to assignees tasks cannot be delegated to other users.

  3. (Optional) Enter a Message to add to the task message that is sent to the new assignees.

  4. Click Delegate.

    The task delegation request is submitted.

Respond to tasks

Note: Although not part of My Nintex, you can also set the outcome of tasks through the normal channels (email for Express approval and form submission for Form-based).