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Overview and example use case

What can I do with Tasklist?

Tasklist shows you all user tasks that appeared in processes. Those processes are running in Zeebe.

User tasks need an interaction from the user. This can be updating, adding variables, filling out a Camunda Form, or simply completion of the task.

To work on a task the user must self-assign it first. Once assigned, the task can be completed. The user can unassign the task if they do not intend to work on it.

Different task statuses and filters help the user choose the desired task.

note

When a user is granted Tasklist access, the user has full access to the respective process instance data.

Example use case

When you've successfully logged in, you'll see a screen similar to the following:

tasklist-start-screen

On the left side of the screen, you can see the list of tasks. On the right side of the screen, you can see details of the currently selected task.

You can filter tasks to see the following:

  • All open tasks
  • Assigned to me
  • Unassigned
  • Completed
  • Custom (after selecting custom filters)

To apply filter, click on the selection field in the left panel and choose preferred option.

Additionally, you can click the custom filters icon custom-filters-icon to define personalised filters. For example, you can filter by assignment state, status, and process.

tasklist-custom-filters-modal

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

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

tasklist-task-ordering

Assign tasks

When no tasks are assigned to you, the list appears empty.

tasklist-claimed-by-me-empty

Select the Unassigned list and assign a task to yourself using the Assign to me button on the top panel:

tasklist-claim

Work on assigned tasks

Select the Assigned to me list to see the tasks that are assigned to you. Select a task to work on it.

tasklist-claimed-by-me-list

Tasklist users can now receive a browser notification when new tasks are assigned to them:

Tasklist notifications banner

The Don't miss new assignments banner at the top of the page appears when the user either assigns a new task to themselves, or opens a task that is already assigned to them. To turn on browser notifications, click Turn on notifications.

To turn off notifications, disable notifications for this site in your browser settings.

note

This requires Tasklist to run in the background, so if Tasklist is closed, users will not receive notifications. We recommend keeping Tasklist open in your browser for consistent use.

Complete a task

When a task is assigned to you, you can complete the task by filling out the given form, and clicking on the Complete Task button.

tasklist-claimed-by-me

There are also cases where no form is available. In these cases, you have to add and/or update variables directly.

tasklist-with-variables-claimed-by-me

Always choose a list of tasks with a specified status. Then, select the task you want to work on.

Change variables as needed and begin completion with the Complete Task button.

Completed tasks will be shown in the Completed task list.

Add and update variables

Update variables in the Variables section by adjusting their text field.

To add a new variable, click Add Variable.

tasklist-complete-task

Completed tasks

You will now see the completed task by selecting the Completed task list:

tasklist-task-completed

Options

Auto-select first available task

If this is enabled, whenever you open tasks, change filter options, or complete a task, Tasklist will automatically select the first task in the list.