Editing or Returning Tasks

yuuvis® RAD client • 9.x »

You can edit tasks from processes directly in the Inbox. You can open your inbox by clicking the Inbox icon Inbox icon or via the Main menu icon Main menu icon > Inbox on the yuuvis® RAD bar.

The Message List

On the left-hand side of the inbox you will find the message list. The details of a selected message are displayed in the center, in the task area, and on the right-hand side of the inbox in the object area.

By default, tasks in processes are indicated by a Process icon Process icon in the message. Tasks assigned to you as a substitute are labeled as a  Substitution . Tasks that you have accepted are displayed in normal font, while tasks that you have not accepted are highlighted in bold.

Tasks that include a deadline are listed with a date  mm/dd/yyyy, hh:mm . If a deadline for a process has been exceeded, it is highlighted in red in the message list and the task area. The deadline date is shown in the task area up to this point with Due on. It will be marked with Overdue since once the deadline has passed.

The icons of the entries in the message list can be adapted to the specific system by the administrator.

With just a few clicks, you can limit the tasks shown to those in processes with the Filter icon Filter in the message list. You can also choose to view only the substitution tasks.

For example, enter the contract string and the list will show all objects whose names contain the contract string. If you enter more than one term, the AND operator is used to connect them. The filtered messages will then contain all terms you entered for the search in the title or subject.

You can also filter based on type (Follow-up, Subscription, and Process) or based on status (Accepted, Not yet accepted, Substitution, Overdue). While the filter criteria Accepted and Not yet accepted are mutually exclusive, you can combine the remaining criteria.

Active filters are highlighted by means of a colored filter icon in the header area of the list. The count of the filtered objects is shown in the footer of the list.

If you enter a string in the filter, then you can save it by clicking the Plus icon Plus icon. The saved filter is then shown below the filter input field and can be deleted again by clicking the Recycle bin iconRecycle bin icon. Saved filters that have been deleted cannot be restored.

To remove a filter that has not been saved yet, click the Reset filter button in the open filter dialog.

The Task Area

If you select a task in a process in the list, the following aspect areas are shown in the task area – Task, History, and Process file:

You can use buttons in the Task aspect area to accept, return, or forward tasks (see Editing or Returning Tasks or Forwarding Tasks When Out of Office).

If several recipients are assigned to one process work item, you can show the list of recipients by clicking the Down arrow icon Down arrow icon in the Task aspect area.

The editing history of the selected process is shown in the History aspect area. It shows, for instance, what process work items were edited at what time and by which user. You can filter the events of the process history, if needed (see Viewing Processes).

If a process contains record objects, these are shown in the object area. The procedure for adding objects to a file is described in Starting Processes with an Object Reference and Editing or Returning Tasks.

The user is only shown the objects in the object area which they are authorized to read. It may therefore happen that the objects of the process file are not displayed to the user in the object area.

You can edit, return, reject, or forward tasks from process work items directly in the task area:

Before you can process and forward a task with multiple recipients, you first need to accept it. To do this, click the Accept task button. The list of recipients disappears and the other recipients can no longer see the process in their inbox. Tasks that you have accepted are displayed in the notification list in normal font, while tasks that you have not accepted remain highlighted in bold.

Tasks that have been assigned to you or that you have accepted are displayed in the notification list in normal font, while tasks that have not been accepted are highlighted in bold. You can edit them in the task area. Input fields and buttons to edit tasks can be found in the task area.

If the task of a process contains record objects, these are shown in the Process file task aspect in the object area.

The user is only shown the objects in the process file for which they also have read rights. It may therefore happen that the objects of the process file are not displayed to the user in the object area.

You can edit the metadata and the document file of the record object in the process file, just like any other object in yuuvis® RAD client.

You can add further objects to a process file by copying the relevant object (see Copy Action). Then open the process file and link the copied object to the process file by pressing Clipboard icon Add copied objects to process file.

Users must explicitly confirm the deletion of objects in process files. The delete process checks whether an object is used in a process or not. If this is in use, the user is informed about this situation and asked if they still want to delete the object.

You can share, approve, forward, or reject a task by clicking the relevant buttons, depending on the configuration of the process.

You can return a task that was assigned to you or that you accepted by clicking the Return task button. This will return the task to all its original editors or recipients. Returned tasks are again displayed in the notification list in bold.

You can reject a task that was assigned to you by clicking the Reject button. This will return the task to the inbox of the original editor.

Adjusting the Layout

You can change the layout of the areas (see Hiding and Undocking Areas). You can also change the arrangement of the aspect areas to your liking (see Object Aspects).

Aspect areas can be hidden by the administrator. As a result, the functions described may not be available to you.