The process instance creates and assigns tasks that require human interaction to complete. The task UI allows users to interact with these tasks.

By default, the list of tasks shown for the logged-in user is sorted by date. Toggle the task view between the “User and Instance” views by clicking the filter buttons. The task table displays tasks based on the selected filter, with the default showing “Not Completed” tasks. Use the search box to filter the task list. Use the refresh icon on the task table to update its contents. Hover over the task name to see the task detail description.

As an administrative user, you can view and manage these tasks on behalf of other users. Use the Task UI to see the tasks assigned by the process instance, as shown below.

Use the Task UI to see the tasks assigned to the User, as shown below.

Click on a selected task to view its contents. Complete or reject the task and add a comment. Users can also upload and assign files to the task using the “Attach Files” section. All attached files appear below on the task page, as shown above. Save the task with comments indicating work in progress, which means the task is already due; in this case, the task completion date is set using the scroll bar feature. The task UI appears as follows. The red due date indicates the task is overdue; in this case, the task completion date matches the Assigned On date.

Click the (+) sign (highlighted in the red box) to expand or collapse the task details. To fully display a task, it now shows a customizable completion percentage. This percentage appears on task lists and reports, making it easy to see how much work has been finished.

Click the "Clock" icon (highlighted in the red box) to open the "Task History" pop-up, which displays an audit log of task activity since its creation date and time.

Click the “Task navigation” icon (highlighted in the red box) to render the process instance. Alternatively, you can go to Run > Process Instance, select the process instance from the table, and click Render.

The process instance is shown as illustrated in the image below.

Select the “Tasks” menu to access features such as “My Team Tasks, Task Delegation, Task Calendar, Task Activity, Re-Assign, and Queue Assignment”.
