The Task management plugin is a powerful plugin that enables back-officers and supervisors to efficiently track and assign tasks within a company. It provides a business-oriented view of a process defined using FlowX Designer and allows for seamless interactions at the assignment level.
Within the Task Manager section, particularly under All Tasks, you’ll find the Activities tab, featuring:
The Task Details tab within Task Manager provides key process information, including:
Please note that specific roles must be defined in a process to utilize all task management features. For configuration details, see Configuring Access Roles for Task Management.
Task Manager displays various statuses based on process state:
Status | Definition |
---|---|
Created | This status is visible only if there is an issue with the process creation. If the process is error-free in its configuration, you will see the Started status instead. |
Started | Indicates that the process is in progress and running. |
Finished | The process has reached an end node and completed its execution. |
Failed | Displayed when a CronJob is enabled in the FlowX Engine. For example, if a CronJob is triggered but not completed on time, tasks move to the FAILED status. |
Expired | Displayed when
|
Aborted | This status is available for processes that also contain subprocesses. When a subprocess is running (and the token is moved backward to redo a series of previous actions) - the subprocess will be aborted. |
Dismissed | Available for processes that contain subprocesses. It is displayed when a user stops a subprocess. |
On hold | Freezes the process, blocking further actions. A superuser can trigger this status for clarification or unfreeze. |
Terminated | A request is sent via Kafka to terminate a process instance, ending all active tokens in the current process or subprocesses. |
Task Manager also tracks swimlane and stage changes:
Status | Definition |
---|---|
Swimlane Enter | Marks token entering a new swimlane. |
Swimlane Exit | Indicates token exiting a swimlane. |
Status | Definition |
---|---|
Stage Enter | Marks token entering a new stage. |
Stage Exit | Indicates token exiting a stage. |
The Task Manager plugin offers a range of features tailored to different roles, including:
You can configure Task Manager to send information about your process by enabling the Use process in task management button at the node level. This allows the Task Manager plugin to send updates about the process.
To set up Task Management to send updates on your process, follow these steps:
Some actions may be restricted based on user roles and access rights.
To set up Task Management to send extra updates on your process using only some specific areas of your process:
You can configure this action for multiple nodes.
For detailed configuration steps, refer to the next section:
Consider this scenario: you’re the HR manager overseeing the onboarding process for new employees. In order to streamline this operation, you’ve opted to leverage a task manager plugin. This process consists of two key phases: the Initiation Stage and the Account Setup Stage, each requiring a designated team member.
The Initiation Stage has successfully concluded, marking the transition to the Account Setup Stage. At this juncture, it’s essential to reassign the task, originally assigned to John Doe, to Jane Doe, a valuable member of the backoffice team.
As a project manager overseeing various ongoing projects, you may need to temporarily pause one due to unforeseen circumstances. To manage this, you use the “On Hold” status.
When handling on-hold projects, document the reasons, inform the team, and plan for resumption. This pause helps address issues and ensures a smoother project flow upon resuming. Never forget to add comments:
In the task management tab, paste the application URL where the process is loaded, following this format:
Example:
You can also use a defined generic parameter as a URL: ${genericParameter}
.
Send bulk update requests via Kafka (using Process Engine) to perform multiple operations at once. Use the Kafka topic:
KAFKA_TOPIC_PROCESS_OPERATIONS_BULK_IN
(defined in Process Engine) to send operations from “KAFKA_TOPIC_PROCESS_OPERATIONS_IN” as an array, allowing multiple operations at once. More details here.Example of a bulk request:
For more information on bulk updates configuration, see Process Engine Setup:
The Task management plugin is a powerful plugin that enables back-officers and supervisors to efficiently track and assign tasks within a company. It provides a business-oriented view of a process defined using FlowX Designer and allows for seamless interactions at the assignment level.
Within the Task Manager section, particularly under All Tasks, you’ll find the Activities tab, featuring:
The Task Details tab within Task Manager provides key process information, including:
Please note that specific roles must be defined in a process to utilize all task management features. For configuration details, see Configuring Access Roles for Task Management.
Task Manager displays various statuses based on process state:
Status | Definition |
---|---|
Created | This status is visible only if there is an issue with the process creation. If the process is error-free in its configuration, you will see the Started status instead. |
Started | Indicates that the process is in progress and running. |
Finished | The process has reached an end node and completed its execution. |
Failed | Displayed when a CronJob is enabled in the FlowX Engine. For example, if a CronJob is triggered but not completed on time, tasks move to the FAILED status. |
Expired | Displayed when
|
Aborted | This status is available for processes that also contain subprocesses. When a subprocess is running (and the token is moved backward to redo a series of previous actions) - the subprocess will be aborted. |
Dismissed | Available for processes that contain subprocesses. It is displayed when a user stops a subprocess. |
On hold | Freezes the process, blocking further actions. A superuser can trigger this status for clarification or unfreeze. |
Terminated | A request is sent via Kafka to terminate a process instance, ending all active tokens in the current process or subprocesses. |
Task Manager also tracks swimlane and stage changes:
Status | Definition |
---|---|
Swimlane Enter | Marks token entering a new swimlane. |
Swimlane Exit | Indicates token exiting a swimlane. |
Status | Definition |
---|---|
Stage Enter | Marks token entering a new stage. |
Stage Exit | Indicates token exiting a stage. |
The Task Manager plugin offers a range of features tailored to different roles, including:
You can configure Task Manager to send information about your process by enabling the Use process in task management button at the node level. This allows the Task Manager plugin to send updates about the process.
To set up Task Management to send updates on your process, follow these steps:
Some actions may be restricted based on user roles and access rights.
To set up Task Management to send extra updates on your process using only some specific areas of your process:
You can configure this action for multiple nodes.
For detailed configuration steps, refer to the next section:
Consider this scenario: you’re the HR manager overseeing the onboarding process for new employees. In order to streamline this operation, you’ve opted to leverage a task manager plugin. This process consists of two key phases: the Initiation Stage and the Account Setup Stage, each requiring a designated team member.
The Initiation Stage has successfully concluded, marking the transition to the Account Setup Stage. At this juncture, it’s essential to reassign the task, originally assigned to John Doe, to Jane Doe, a valuable member of the backoffice team.
As a project manager overseeing various ongoing projects, you may need to temporarily pause one due to unforeseen circumstances. To manage this, you use the “On Hold” status.
When handling on-hold projects, document the reasons, inform the team, and plan for resumption. This pause helps address issues and ensures a smoother project flow upon resuming. Never forget to add comments:
In the task management tab, paste the application URL where the process is loaded, following this format:
Example:
You can also use a defined generic parameter as a URL: ${genericParameter}
.
Send bulk update requests via Kafka (using Process Engine) to perform multiple operations at once. Use the Kafka topic:
KAFKA_TOPIC_PROCESS_OPERATIONS_BULK_IN
(defined in Process Engine) to send operations from “KAFKA_TOPIC_PROCESS_OPERATIONS_IN” as an array, allowing multiple operations at once. More details here.Example of a bulk request:
For more information on bulk updates configuration, see Process Engine Setup: