Overview Of Tasks

The Tasks Module

The Tasks module lists all your active tasks, and depending on your local customization, other peoples’ tasks as well. ArkCase makes available two types of tasks.

  • Ad hoc tasks: Tasks that a person creates—you create for yourself, you create for others, or others create for you.
  • Workflow-generated tasks: These tasks automatically create as part of the business process.

You can locate and open the Task module from one of two places: from the Navigation Frame and from your dashboard.

From the Navigation Frame

1. To open the Tasks Module from anywhere in ArkCase, click the Tasks tab in the Navigation Frame.

Navigation Frame

Note: By default, ArkCase selects the first task on the list (items list in descending order, newest first), and opens in the Detail Frame all task sections that you enabled on the Preferences page.

From your Dashboard

1. Click the task from the My Tasks(widget) list on your dashboard.

My Tasks

Note: Clicking the Task IDTask Title, or Object ID in the widget list opens the Task.

Task Display

When opening a task, sections automatically display only if they are enabled in Task preferences. You can open disabled task sections from the links in the Navigation Icons Panel or the Expanded Treeview in the Browse Panel.

Note: The enabled sections that automatically display when you initially select the Task are in read-only mode. To edit information about a task, open the section from the link or Expanded Treeview.

 Summary Panel

A summary (metadata) of the selected task appears as the first section of the detail.

 Summary Panel

The summary gives a top-level overview of the task. The system creates the Task number, identifies the Owning Group (determined by the assignee), sets the due date, and assigns the State (status). Your local configuration may generate other information.

Task Actions

The actions you can take on a task depend on your local configuration and permissions. For example, a read-only permission may apply to tasks to which you are not the assignee or in which you are only following by subscription.

Task Actions

Use the Action Panel to:

  • Subscribe to a task
  • Refresh the task page

Navigation Icons Panel

If the panel view is expanded, each section can be opened by clicking the associated link.

People Navigation Icons Panel

Note: The name of the section appears when hovering over each icon.

By default, the panel view is enabled.  To change the default, open the Preferences page.

Browse Panel

ArkCase displays a list of all tasks that you are authorized to view or act on. The default order of the list is most recent date added to oldest. The Browse Panel makes available several ways to find and view tasks.

Browse Panel