Taskboard
Overview
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.
To view the Taskboard, click the Checkerboard icon in the sidebar menu.
Activity List
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
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. 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 Name | Description |
|---|---|
Task | The name of the Task Instance. Clicking on a Task Instance name will take you to the Task Instance Details page. |
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: |
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 |
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.
State Filters
You can also filter Task Instances by State category. Each category includes several Task Instance Statuses:
State | Statuses |
|---|---|
Problem | Undeliverable, Running/Problems, Cancel Pending, In Doubt, Start Failure, Cancelled, Failed |
Waiting | Defined, Waiting, Time Wait, Held, Exclusive Requested, Exclusive Wait, Resource Requested, Resource Wait, Execution Wait, Queued, Submitted, Action Required, Confirmation Required, |
Running | Step Restarted, Started, Running |
Done | Skipped, Finished, Forced Finish, Done |
The colored boxes at the top of the page report the number of Task Instances in each State within the selected Filters. By clicking these boxes, you can also filter the Activity List by State. You can include multiple States in the filter by clicking more than one box. Active State Filters will be indicated by a border and circular icon in the top right corner:
Clicking the State again will remove it from the filter. To clear all State Filters, click the "Reset" button that appears by the Additional Filters, below.
Additional Filters
The Taskboard provides three additional filters for displaying Task Instances: Tasks, Business Services, and Types. In each filter, you can select a specific entry or search via freeform type.
The Tasks Filter allows you to display all Instances of a given Task. The Tasks and Types filters work similarly, allowing you to display all Instances belonging to a given Business Service or Type, respectively.
Note
You can also display all Instances of a particular Task by using the Filter Task command in the Command Menu for any given Task Instance.
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 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:
Note
Some actions will not always be available. For example, you can only Force Finish a Task Instance that is not already in the Done State.
Action | Description |
|---|---|
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. If a Task Instance has run multiple times, multiple outputs, called attempts, are recorded. You can view previous attempts from the console as well. |
Re-Run | Re-run this Task Instance. For more information, see Re-running a Task Instance. This action is visible only if the Instance has finished running. |
Cancel | Cancel this Task Instance. For more information see Cancelling a Task Instance. This action is visible only if the Instance State is Running. |
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. |
Hold | Put this Task Instance on Hold. Fore more information, see Putting a Task Instance on Hold. This action is visible only if the Instance State is Waiting. |
Skip | Skip this Task Instance. For more information, see Skipping a Task Instance. This action is visible only if the Instance State is Waiting. |
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). Note This action shows details of the Task Instance, not the Task definition. To view details of the Task definition, use the Task Definition action. |
Expand | Update the view to display Task Instances that belong to this Workflow (not including the Workflow Task itself). In this view, time filters are removed and replaced with the Workflow title. This ensures that you will be able to see all participants of a workflow, regardless of the time limit. To exit this view, click the X by the Workflow title. This action is visible only if this Task Instance is a Workflow. |
Related Tasks | Update the view to display Task Instances in the same Workflow (not including the Workflow Task itself). In this view, time filters are removed and replaced with the Workflow title. This ensures that you will be able to see all participants of a workflow, regardless of the time limit. To exit this view, click the X by the Workflow title. This action is visible only if this Task Instance is a participant in a Workflow. |
Task Definition | Go to the Task Details page for the Task definition of this Instance Note 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. |
Filter Task | View all Instances of this Task in the Activity List. |