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: Hovering your mouse over Several will display a popover of all the Business Services associated with the Task.
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, color-coded by State

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 A ctivity List.

Viewing Task Instance Details

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 at the bottom of the screen, or you can view a full page of more detailed information by simply clicking on the Task Instance name in the Activity List.

Note

Task Instances are not to be confused with Tasks. To view the details of a Task definition, rather than a specific Instance, use the Task Definition command or go to the Task Details page from My Tasks.

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 and Re-Run function the same as the corresponding actions in the Command Menu.

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).

Below that are individual sections with additional data relating to the task instance.

Note

If you click on the “Sourced From” name, you will be taken to the Task Details page for this Task.

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