Overview
My Tasks is a list of tasks that a user is authorized to view and launch. This page is structured similarly to the Taskboard, but My Tasks displays Tasks, while the Taskboard displays Task Instances.
To view My Tasks, click the Clipboard icon in the sidebar menu.
Like the Taskboard, the My Tasks table is sortable by column. In this configuration, you can choose from Name, Business Services, Summary, and Last Run. The default sort order is by Name. You can customize which columns to display by clicking the rightmost icon in the top row of the table:
Task Commands
Although you cannot create, modify, or delete Tasks in Universal Portal, there are several actions you can perform from My Tasks. To access the command menu for a Task, click the three-dot icon at the end of the row:
Action | Description |
---|---|
Launch Now | Launch this Task. For more information, see Launching a Task. |
View (in UC) | Retrieve the Task in an embedded frame within the Universal Portal using a slider control. |
Show in Taskboard | View all Instances of this Task in the Taskboard. |
Viewing Task Details
To view the details of a Task, simply click on the Task name.
Note
Tasks are not to be confused with Task Instances. To view the details of a specific Task Instance, rather than a Task definition, see Viewing Task Instance Details.
At the top of the Task Details page, you can see the name and description of the Task. Below, you can view the Task Type, the Business Services the Task is a member of, the Self Service Group, and when the Task was last run. The buttons to Launch Now, View (in UC), and Show in Taskboard function the same as the corresponding actions in the command menu in the My Tasks list. Below this general information, you can see details specific to this Task's Type.
The volume of information shown in the Details page can vary depending on the Task Type. The layout differs from the Task Details shown in the Controller, but the fields are logically grouped and can be easily navigated by clicking the menu options from the box in the top left.
If the Task is part of a workflow, upstream/downstream dependencies will also be identified.
Launching Tasks
Tasks can be launched from My Tasks by selecting the Launch Now action in the command menu at the end of the row, or by clicking the Launch Now button from the Task Details page.
After clicking Launch Now, you will be asked to confirm the launch. After launching the Task, a popup will appear announcing that the launch was successful. You can also see the System Identifier of the Task Instance. From here, you have the option to view the Instance in the Taskboard (which functions the same as the Show in Taskboard command), or close the popup and return to the current page.
Launching Tasks with Variables
If a Task has Variables which must be resolved before launch, you will be prompted to provide values for these Variables.
Note
There is not a separate command to launch a Task with Variables. Simply click Launch Now, as described in the previous section, and you will be taken to this page automatically if Variables are needed.
Give each Variable a value. You will also be prompted for Reason for Launch. Once you submit the variable values, you can click the Launch Task button. Just like launching Tasks without variables, you will be asked to confirm the launch.