9.2 Managing your tasks

The My Tasks action lets you check your workflow queue for tasks that have been assigned to you. When a task is in your queue, you need to perform one of the following actions:

Claim the task so you begin working on it
Reassign the task to another user

NOTE:You must have the appropriate authority to reassign tasks. To reassign a task, you must be an Organizational Manager or User Application Administrator.

Once you’ve claimed a task to work on, you have the ability to take an action that will forward the workitem to the next activity within the workflow. The actions you can perform on a claimed task are described below:

Forward action	Description
Approve	Allows you to give your approval to the request. When you approve a request, the workitem is forwarded to the next activity in the workflow.
Deny	Allows you to explicitly deny your approval to the request. When you deny a request, the workitem is forwarded to the next activity in the workflow and the request is denied. Typically, the workflow process terminates when a request is denied.

9.2.1 Viewing your tasks

To see the tasks that have been assigned to you:

Click My Tasks in the My Work group of actions.

The list of tasks in your queue is displayed.

9.2.2 Selecting a task

To select a task in the queue list:

Click on the name of the task in the queue.

The Task Detail form is displayed.
To claim a task, follow the instructions under Section 9.2.3, Claiming a task.
To reassign a task, follow the instructions under Section 9.2.4, Reassigning a task.
To return to the task list, click Back.

9.2.3 Claiming a task

To claim a task to work on:

Click the Claim button.

The Form Detail section of the page is updated to include the Deny and Approve buttons, and the appropriate fields become editable.

NOTE:The fields and buttons on the form will vary depending on which resource you requested. Some forms may include a Refuse button.
To deny the request, click Deny.
To approve the request, click Approve.

The user application displays a message indicating whether the action was successful.

9.2.4 Reassigning a task

To reassign a task to another user:

Click the Reassign button.

The top section of the My Tasks page is updated to include the New Assigned To and Comments fields, as well as a Submit button.
Select the user you want to assign the task to in the New Assigned To field.

NOTE:An Organizational Manager can only reassign a task to a member of his/her team.
Optionally type a comment to explain the reason for the reassignment in the Comments field.
Click Submit.

The user application displays a message indicating whether the action was successful.