📦 Task management
What is Task management plugin?
What is it? Task Management is a plugin suitable for back-officers and supervisors as it can be used to easily track and assign activities/tasks inside a company.
Why is it useful? The Task Management plugin has the scope to show a process that you defined using FLOWX Designer, using a more business-oriented view. It also offers interactions at the assignment level.
Inside the Task details tab you can find the following information about a process:
- Priority - to prioritize the tasks
- Status - the status of a process
- Stage - specific stages during the execution of a process
- Comments - comments left by the users
- History - information like who created a task, when a task was created or when the status changed
Specific roles need to be defined in a process to use all the task management features. For more details, check the Configuring access roles for processes section.
Statuses & definitions in Task Manager
There are multiple statuses that Task Manager could display, depending on the state of the process.
|Created||This status is visible only if it is a problem with process creation. If the process has no error in the configuration you will see the Started status instead.|
|Started||It shows that the process is in progress (it is running).|
|Finished||The process reached an end node and finished the execution.|
|Failed||This status is displayed when a CronJob is configured and enabled inside the FLOWX engine. For example, if the CronJob is triggered at a particular hour, and the instance is not finished by then, all the tasks will be moved to |
This status is 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||This status is available for processes that also contain subprocesses. This status is displayed when a user stops a subprocess|
|On hold||The process cannot be edited anymore. A superuser can trigger this status so he can block actions on the process until further clarification - unfreeze.|
Using the plugin
The Task Manager plugin allows its users to see a list of tasks and perform the required actions. Based on their roles, users can perform the following actions using Task Manager:
- Assign/unassign a task
- Put the process on HOLD
- Add comments
- View Application
You can also set Task Manager to send more information about your process by switching on Update task management? button. This will enable the Task manager plugin to send additional information like title, priority, or metadata. You can set up this action for multiple nodes.
To set up Task Management to send extra updates on your process, follow the next steps:
- Go to Flowx.AI Designer and open your process definition.
- Click Edit button.
- Select a node (after reaching this particular node task manager will trigger the updates).
- Switch on the Update task management? button.
Some actions might not be available as they can be performed based on user roles/access rights.
To find out more about how to configure the Task Manager plugin, check the Task Management plugin setup section.»Task Management plugin setup