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To view the Taskboard, click the Checkerboard icon in the sidebar menu.
Filters
Time Filters
At the top of the page, you can filter the Task Instances displayed in the Activity List by a time frame, between 4 hours and 7 days.
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You can also filter Task Instances by State category. Each category includes several Task Instance Statuses:
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Task Instances are sortable by column. In this configuration, you can choose from Task, Business Services, Last Update, Type, and Status. The default sort order is by Last Update. You can customize which columns to display by clicking the rightmost icon in the top row of the table:
Column Descriptions
The following table describes the columns displayed in the Taskboard.
| Column | Description |
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| Task | The name of the Task Instance. Clicking on a Task Instance name will take you to the Task Instance Details page. |
| Trigger ID | The sys_id of the Trigger that launched the Task Instance. |
| Business Services | The Business Service(s) the Task is a member of. If the Trigger is a member of multiple Business Services, the entry in this column will be: |
| Last Update | The most recent time the status of the Task Instance changed. |
| State | The State of the Task Instance. |
| Type | The Task Type. |
| Status | The Status of the Task Instance |
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Although you cannot modify or delete Task Instances in Universal Portal, there are several actions you can perform from the Activity List. To access the command menu for a Task Instance, click the three-dot icon at the end of the row: 
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| Show the output of this Task Instance. Details appear in a console at the bottom of the screen. The console can slide up or down, making it easy to use on both computers and hand-held devices. It has a convenient “Copy” function. | |||||||||||
| Re-run this Task Instance. For more information, see Re-running a Task Instance. | |||||||||||
| Force Finish | Put this Task Instance into the Finished status. For more information, see Force Finishing a Task. This action is visible only if the Instance State is not Done. | |||||||||||
| Show details of this Task Instance. Details appear in a console at the bottom of the screen. The console can slide up or down, making it easy to use on both computers and hand-held devices. You can view more details in a separate page by clicking on the Task Instance name in the Activity List (see Viewing Task Instance Details). To view details of the Task definition, use the Task Definition action. | |||||||||||
| Copy Link | Copy the URL for this Task Instance. The copied link will take you to the Task Instance Details page, which can also be seen by clicking the Task Instance name in the Activity List (see Viewing Task Instance Details) | |||||||||||
| Retrieve the Task in an embedded frame within the Universal Portal using a slider control | |||||||||||
| Show details Go to the Task Details page for the Task definition of this Task.Instance
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| Show Related Tasks | Update the view to display Task Instances in the same Workflow. This action is visible only if this Task Instance is a Workflow or a Task Instance participating in a Workflow. |
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There are two ways of viewing Task Instance details. The Show Details action in the command menu shows a simplified list of details in a console. To , or you can view a full page of more detailed information , by simply click clicking on the Task Instance name in the Activity List.
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Task Instances are not to be confused with Tasks. To view the details of a Task definition, rather than a specific Instance, see Viewing Task Details. |
At the top of the Task Instance Details page, you can see the name of the Task Instance and how it was launched. Below, you can view the Agent and time information. The buttons to Retrieve Output, Re-Run, and View (in UC) function the same as the corresponding actions in the command menu in the Activity List.
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If you click on the “Sourced From” name, it will take you into the Task Definitionyou will be taken to the Task Details page for the Task definition |