Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

The Taskboard is a list of Task Instances the user has access to. This page is structured similarly to My Tasks, but My Tasks displays Tasks, while the Taskboard displays Task Instances.

...

The main body of the Taskboard is the Activity List, which displays a list of Task Instances in your UAC instance, much like the Activity Monitor and Task Instance List in Universal Controller.

Note
titleNote

Task Instances are not to be confused with Tasks, which are displayed on the My Tasks page.

The Activity List shows all Task Instances included by the selected Filters. On the bottom left, the table indicates the number of records found and last time refreshed. On the bottom right, you can select the page to display. The table will also respond to your scroll wheel or touchpad, allowing you to scroll through the list of Task Instances page by page.

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:

Image RemovedImage Added

Column Descriptions

The following table describes the columns displayed in the Taskboard.

Column NameDescription
Anchor
Task
Task
Task

The name of the Task Instance.

Clicking on a Task Instance name will take you to the Task Instance Details page.

The sys_id of the Trigger that launched the Task Instance.
Anchor
Trigger ID
Business Services
Business Services
Business Services

The Business Service(s) the Task is a member of.

If the Task is a member of multiple Business Services, the entry in this column will be:

Hovering your mouse over Several will display a popover of all the Business Services associated with the Task.

Anchor
Last Update
Last Update
Last Update
The most recent time the status Status of the Task Instance changed. 
Anchor
State
State
State
The State of the Task Instance.
Anchor
Type
Type
Type
The Task Type.
Anchor
Status
Status
Status
The Status of the Task Instance

Anchor
Filters
Filters
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.

Image RemovedImage Added

Anchor
State Filters
State Filters
State Filters

You can also filter Task Instances by State category. Each category includes several Task Instance Statuses:

...

The My Tasks Filter allows you to filter by Task (i.e. display all Instances of a given Task). The Task Types and Business Services filters work similarly, allowing you to display all Instances of a given Type, or all Instances belonging to a given Business Service, respectively.

Anchor
Task Instance Commands
Task Instance Commands
Task Instance Commands

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 Command Menu for a Task Instance, click the three-dot icon at the end of the row:

You can then perform any of the following actions from this context menu:

Image RemovedImage Added

ActionDescription

Anchor
Retrieve Output
Retrieve Output
Retrieve Output

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.

Anchor
Re-Run
Re-Run
Re-Run
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

Anchor
Show Details
Show Details
Show Details

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)

Anchor
View (in UC)
View (in UC)
View (in UC)
Retrieve the Task in an embedded frame within the Universal Portal using a slider control
Anchor
Task Definition
Task Definition
Task Definition

Go to the Task Details page for the Task definition of this Instance

Note
titleNote

This action shows details of the Task, not the Task Instance. To show Task Instance details, use the Show Details action or click the Task Instance name in the Activity List.


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.

...

There are two ways of viewing Task Instance details. The Show Details action in the command menu Command Menu shows a simplified list of details in a console, or you can view a full page of more detailed information by simply clicking on the Task Instance name in the Activity List.

Note
titleNote

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 Command Menu in the Activity List.

The box on the left conveys additional information such as Status and Type. The Task Instance Status is displayed in the top left, and the whole box is colored to match this Status (in this case, blue for Success). In the bottom right of the box, you can see the Task Type and Instance number. The Type is also indicated by the icon in the box (in this case, Tux the Linux penguin).

...