Parent page: Working with Panels
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 connected to a Workspace. All information on this page relates to the connected user.
The Tasklist panel is accessed by clicking Panels at the bottom-right of the design space then selecting Tasklist or by clicking View » Panels » Tasklist from the main menus.
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.
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 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.
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.
– 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.