Task overview

Important:
This functionality is only accessible for system administrators.

The Task overview gives you access to all the tasks in a company. The tasks are displayed by status. The following statuses are available:

  • Blocked: Tasks that are assigned to unknown users or users with no approver rights.

    Blocked tasks are caused by lost approver rights for a user. You can fix this by either reassigning the task or assigning approval rights for the document type to the user.

  • Overdue: Tasks that are past the due date but still awaiting approval.
  • Active: Tasks that are assigned to a user and awaiting approval. Active tasks also include blocked tasks and overdue tasks.
  • Planned: Tasks that will start when the approval action on an active task is completed.
  • Completed: Tasks on which approval actions have already been taken.
  • All: All tasks (blocked, overdue, active, planned and completed) for a company are shown in this view. Tasks are only shown for documents that are currently waiting for approval. Once the process is completed (and the document is approved, rejected or cancelled), then all tasks are removed from this overview.

You can reassign active tasks as long as their status is blocked, overdue or active.

  1. Go to Task overview - Blocked, Overdue or Active.
  2. Select the task(s) that you want to reassign.
  3. Click Reassign.
  4. In the Reassign task window, enter the name of the new approver.
  5. Enter a comment.
  6. Click OK.

Related topics

Process overview
Document overview
About Workflows