Altium Designer Documentation

Tasklist

Modified by Rob Evans on Jul 28, 2020

Parent page: System & Environment Panels

Tasklist panel showing Tasks
The Tasklist panel lists all Tasks and Activities assigned to the currently signed-in user.

Summary

The Tasklist panel presents all assigned process workflow Tasks and Activities. Note that the panel displays only Tasks and Activities assigned to the user that is currently signed in to a NEXUS Server. All information on this page relates to the signed-in user.

► Refer to More about the Collaborative Design Workflow to learn more about creating a workflow and assigning a task.

► Refer to Working with Tasks to learn more about tasks.

Panel Access

The Tasklist panel is accessed by clicking Panels at the bottom-right of the main workspace then selecting Tasklist or by clicking View » Panels » Tasklist from the main menus.

Tasks

The upper region of the panel lists all process workflow Tasks assigned to this user; any shown with a  icon have not yet been assigned to a user. A Task appears in the panel when a process workflow, such as a design review or a new part request, has been created and there is an outstanding task in that workflow assigned to the current user.

► See Creating and Managing Processes for more information on Process Workflows.

Click once on a Task in the list to open the Form that has been created for that Task. The Diagram tab option, when available, includes a graphic representation of the Process workflow as shown in the following Activities section. Below shows an example of an Ad Hoc Review workflow feedback task assigned to the current user.

Task process workflow formUser Form for a Review Feedback task that was created by the Ad Hoc Review process workflow.

In the example Task shown above, once the assigned user (Bruce) has completed their review and added any pertinent Comments or Attachments, they select the appropriate option from the Vote drop-down then click the Submit button. Once that has been done, that Task is automatically removed from their Tasklist.

The Tasklist presents the next outstanding task in a workflow. Once a task is completed by all of that task's assignees, any subsequent task in that workflow that is assigned to that user will appear in their tasklist.

Tasks are also created when a Comment has been assigned to both the current user and a current activity (process) that is assigned to the user. In the example shown below, a user (Barry) has related their Comment to this user (Bruce) while completing a Web Review stage as part of the Ad Hoc Review #14 that was assigned to them. Once this comment is resolved, it is no longer related to the activity or the current this user, and is therefore removed from the list of tasks.

► See the Comments panel for more information on creating and working with comments.

Task created from a Comment related to a process workflow

 – click to configure which types of Tasks are currently shown (All Tasks or Project) to filter the listing to those that apply to the current project.

Activities

The Activities region of the panel lists the Activities, or workflows, that the current user has initiated. It does not mean that the current user is required to complete a Task as part of that workflow; it simply reflects the workflows that this user has created.

Activities section of the Tasklist panel

Click on an Activity to open an information dialog about that activity. The dialog includes tabs that show the workflow Diagram and the Data associated with the Task. The diagram will include a blue icon that indicates which task the process workflow is currently up to. Hover the cursor over the icon to see for which designer(s) the task is waiting.

The diagram for a workflow launched by the signed-in user. The blue icon indicates which task the process workflow is currently up to and for whom it is waiting.

 – click to configure which types of Activities (workflows) are currently shown. The choices include, but are not limited to, Project Activity (such as design reviews) and Part Requests. If the Show closed option is enabled, only closed (completed) workflow activities are listed.

 – click to update (refresh) the panel's Activities list.

Found an issue with this document? Highlight the area, then use Ctrl+Enter to report it.

Contact Us

Contact our corporate or local offices directly.

We're sorry to hear the article wasn't helpful to you.
Could you take a moment to tell us why?
You are reporting an issue with the following selected text
and/or image within the active document:
ALTIUM DESIGNER FREE TRIAL
Altium Designer Free Trial
Let’s get started. First off, are you or your organization already using Altium Designer?

If would like to speak with a representative, please contact your local Altium office.
Copyright © 2019 Altium Limited

In that case, why do you need an evaluation license?

If would like to speak with a representative, please contact your local Altium office.
Copyright © 2019 Altium Limited

Got it. You actually don’t need an evaluation license for that.

Click the button below to download the latest Altium Designer installer.

Download Altium Designer Installer

If would like to speak with a representative, please contact your local Altium office.
Copyright © 2019 Altium Limited

Please fill out the form below to get a quote for a new seat of Altium Designer.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.

If you are on Altium Subscription, you don’t need an evaluation license.

If you are not an active Altium Subscription member, please fill out the form below to get your free trial.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.

Why are you looking to evaluate Altium Designer?

If would like to speak with a representative, please contact your local Altium office.
Copyright © 2019 Altium Limited

You came to the right place! Please fill out the form below to get your free trial started.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.

Great News!

Valid students can get their very own 6-month Altium Designer Student License for FREE! Just fill out the form below to request your Student License today.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.

Got it. You can download a free Altium Designer Viewer license which is valid for a 6 months.

Please fill out the form below to request one.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.

That’s great! Making things is awesome. We have the perfect program for you.

Upverter is a free community-driven platform designed specifically to meet the needs of makers like you.

Click here to give it a try!

If would like to speak with a representative, please contact your local Altium office.
Copyright © 2019 Altium Limited

Got it. You can download a free Altium Designer Viewer license which is valid for a 6 months.

Please fill out the form below to request one.

By clicking “Get Your Free Trial”, you are agreeing to our Privacy Policy.
You may receive communications from Altium and can change your notification preferences at any time.