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Parent page: Altium 365 Workspace
The Tasks feature in an Altium 365 Workspace provides a highly visual method of accessing, creating, and managing job activities (user Tasks) for Workspace members. Presented in a Kanban board flow style, tasks are progressed through their 'swimlane' rows towards completion with corresponding changes in their status level (
Resolved). The tasks themselves can be created and acted on by Workspace members with suitable permissions and assigned to any Workspace member or group.
The Tasks dashboard view is available at two levels of capability, which is determined by your active Altium Designer Subscription:
Arranged with rows of individual Task tiles, the Tasks dashboard is populated with both general Tasks and tasks that have been assigned from a specific project. Tasks tiles can be progressed to another stage (status level) by dragging them to a new row position or by changing their Status in the Task details pane on the right. The pane also allows you to change the Assignee (to whom the Task is assigned) to another Workspace member and modify the Task's Priority level.
Workspace Tasks are accessible at a global level that encompasses all Workspace projects (available from the main Workspace menu), and at a project-specific level which includes Tasks that apply to the currently open project (available from the main menu when viewing that project). The difference between these views is outlined below:
The Tasks dashboard's graphic tiles represent activity tasks as they progress through their status levels to a completed (
Resolved) state. Each tile presents summary information that relates to its associated Task, which includes:
Tiles also include related commands available from its Options dropdown menu ():
Although presented through a relatively simple interface, the Workspace Tasks dashboard offers a flexible and efficient way of both managing and tracking workflows within the actual design environment rather than via an external system. Along with its inherent links to Workspace design data, the dashboard interface also provides the following range of interactive features:
Resolved visibility – select the Show More option in the
Resolved column header to expose all previously resolved Tasks. Use the Show Less option to toggle the view back to the default condition where only those Tasks resolved within the past week are visible. Note that Resolved Tasks are displayed as read-only (dimmed), but can be changed back to an active
InProgress state or deleted by users with suitable permissions.
Comment entry field for adding additional notes or comments (with
@ user mentions) into the Task thread. Also, a locally copied image can be pasted into the field.
Along with features provided by the Context-Aware Tasks, the Tasks view for an Altium 365 Workspace enabled by an active Enterprise Subscription also supports Tasks associated with Process Workflows. The highly configurable Process Workflows are applied to tightly guide designers through typical, everyday design processes such as Requesting new parts, Performing design reviews. and Creation of new projects. Each Workflow that is used to implement a particular design process is created as part of a Process Definition. Processes, and their Workflows, are created and managed through the Workspace interface – by an Administrator of that Workspace.
► For more information, see Creating & Managing Processes.
Designers can access and initiate any of the processes that have been activated for use at the administrative level. Direct interaction with a process – or rather its defined workflow – is through the Tasks dashboard, where the process tasks coexist with the standard Workspace job request tasks previously outlined. The additional Process Workflow tasks available in a Workspace relate to a user action that is required for a defined workflow to progress to the next step in its process.
Select a workflow task to see its related information in the Task view's right-hand pane. Note that workflow tasks are indicated by the presence of a green line at the left of the tile.
A workflow task is available and active for the assigned user(s) – the Assignee – who when signed in to the Workspace can progress the workflow to the next process step through the Tasks pane on the right. In the below Ad Hoc Review process example, the user's submitted data () will advance the process towards a Completed state – or in the Tasks page flow terms, to a Resolved status.
Process Workflow tasks that populate the Tasks page are created in response to steps in active Processes that require action from a Workspace member. All users will see such tasks, but only those assigned to a task (Assignees) can act on them.
For the processes themselves, those that have been enabled by a Workspace administrator can be invoked by users from different locations depending on the process functionality:
Select a process task entry tile to access its full details in the pane on the right. While the content will differ depending on the Process Form design, the common elements available to users include:
With workflow tasks, the body of the pane will present the process Form, which includes all information and input fields that have been defined for that task by the administrator who created it. The input fields are used to obtain choices, information, or data from the user, which will facilitate the onward progress of that workflow.
In some circumstances, a workflow task will show a ‘ ? ’ character as the assigned user icon. This indicates that the task stage is unassigned – has not been specifically assigned to a workspace member – and needs to be assigned to, or claimed by, an applicable user (Candidate).
In this case, the workflow process itself – when created or edited – has assigned that stage to a range of users or a particular member Role group, such as Librarians for example. The intention is for a suitable candidate to take ownership of the task stage and then take the required action that will move the process to the next step, or to completion.
The project Activities page provides a detailed overview of the active or closed Processes associated with the current project. When the page is opened directly from the navigation tree, it will list all processes associated with the project, including their progress state and user assignment. Alternatively, when the Activities page has been linked to a selected task in the Tasks view – from the details pane’s Show Activity command – it will show only the process associated with that specific task.
A listed process entry includes detailed information such as its current stage position through the workflow (State), the workspace member(s) assigned to the process (Assignee), the user who initiated the process (Started By), and when it was invoked (Started At). Click on a column heading to order the list of processes by that data column, and then click again to toggle the order. Note that only the process initiator or an administrator can terminate a process ().
Further detail on a selected process is available from the information options in the lower screen area, which include:
A new process activity can be invoked from the button. Toggle the button to its mode to list process inactive processes (those that are Completed or Terminated), and use the button to download a detailed list of the currently displayed processes in a CSV formatted file.
Along with interacting with Part Request processes through workflow Tasks on the Tasks page, the Workspace’s dedicated Part Requests page provides a detailed overview of the processes associated with those tasks. Like the project Activities page, the Part Request page provides full details of the related processes, including their status and associated users.
Select a request process entry to view its underlying process workflow (Diagram tab), which indicates where the request is along that flow and who has a task to perform to move the request along. Tabs are also available for seeing the data associated with the request (Data tab), and also a history of actions taken along the request's process workflow (History tab). Note that only the process initiator or an administrator can terminate a request process ().
Within the page, a new Part Request process can be invoked from the button, and the list can be populated with inactive Part Request processes (those that are Completed or Terminated) by changing the upper Active control to its Closed mode. Available only to Workspace administrators, the button is used to download a detailed list of the currently displayed Part Release processes in a CSV formatted file.
► See Process-based Part Requests for more information on working with Part Requests in Altium Designer.
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