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Version: 8.8 (unreleased)

Overview

The user interaction with a task may involve making updates, adding variables, filling out a Camunda Form, or simply reviewing and completing the task.

User tasks can be automatically assigned to users and groups in the BPMN process, or they must be self-assigned from Tasklist. Once assigned to a user, the task can be completed. The user can unassign the task if they do not intend to work on it.

Tasklist has two main pages:

Tasks queue

The Tasks page lists all tasks available to a user or user group and allows users to assign themselves a task from the list to work on.

On the left side of the page you can see task filters and the queue of tasks. On the right side, details of the selected task are displayed.

See an overview of the page structure below:

Tasks page layout

The queue shows the preview of available tasks with the following information:

  • Task name
  • Name of the process the task belongs to
  • Task context description (it can be optionally configured)
  • Assignee
  • Priority
  • Creation date
  • Due date
  • Follow up date
Task attributes

Task details

Select a task from the list to view its details.

The task includes a form that has to be filled out and submitted to complete a task.

tasklist-task-details-form

If the task doesn’t have a form, it will display task variables.

tasklist-with-variables-claimed-by-me

View process diagram

From the task detail page you can switch to the Process tab. This provides a visual representation of the BPMN diagram the task is part of, and may help you understand how an individual task fits into the larger workflow, what activities happened earlier, and what’s coming next.

tasklist-process-diagram

Filtering

To group tasks and quickly find relevant assignments, use task filters.

tasklist-default-filters

Ordering

Click the order icon order-icon to order the tasks. You can arrange them by the date of creation, due date, follow-up date, or priority.

The follow-up date defines the latest time you should start working on a task. The due date provides a deadline for when the task should be finished.

The priority defines urgency of a task in relation to others.

tasklist-task-ordering

Document handling

Tasklist users may view and download files displayed in the task's form.

See additional details and limitations in document handling.