Index

Speaking of Viewing Tasks in Pool...

The Tasks in Pool option shows all tasks under the responsibility of a group of users. The numbers displayed on the top of the window are related to the selected pool, that is, all the tasks that are pending for this pool and not just for the authenticated user or the one that is being substituted.

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In this tab, you can also assign multiple tasks for a single user by using the feature Assume bulk tasks, where multiple tasks become the responsibility of the user to whom they have been assigned.

Viewing Tasks in Pool

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01. From the main menu, click Task Central.

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04. Whenever a task is assigned to a pool, it is shown to all users in that group or role. Tasks currently lack a user responsible for its execution. The task will only be assigned an effective executer after the user selects the Tasks in pool option and assumes the respective task. Black tasks do not have a deadline or are not delayed. Red tasks have exceeded their established execution deadline.

Search task

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01. In the tab Tasks in pool: Group or Tasks in pool: Role, press the settings icon (gear) located on the right corner of the search field that is just below the task totals.

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04. Press the task search icon (magnifying glass).

05. View the task found.

View Information

01. Select the Process Details tab to view task details.

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Assume Task

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01. Select the Process Details tab to become the task’s executor.

02. Click on Assume Task.

 Assume bulk tasks

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01. Select the tasks you wish to assume.

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