Index

Speaking of listing tasks...

This feature allows managing a set of non-structured activities, via Ad Hoc subprocesses, which cannot always be foreseen and predefined in a traditional structured model within the organizations.

Task list processes consist of grouping a series of activities that cannot be predefined. In these processes, users can define what and when to run such activity, in addition to delegating such tasks to other users.

Examples of usage

Assuming that a committee is analyzing a problem within an organization. The rollup regarding discussions surrounding this problem is available in the second task of the “List tasks” process. The committee discusses such problem and make a decision. If the solution to the problem is obvious, the process flow is forwarded directly to the “Apply solution” task, immediately ending the entire process.

In some cases, however, in-depth studies are required to seek information that was not available during the committee’s meeting. Therefore, several new activities must be created, where several members of the committee will perform different key tasks to achieve a solution to the problem. Such tasks generate new workflow requests within the Ad Hoc task execution internal subprocess.

After that all these tasks are completed, the task organizer receives a notification and then checks if it is now possible to find a solution. If a solution is established by completing the “List tasks” process activities, it is applied to the problem and the process is ended. Otherwise, new activities can be created to continue the search for a solution to the problem.

Listing tasks

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01. From the main menu, click Processes.

02. Click List tasks.

03. Enter the required

Basic Path

01. Click List tasks, located in the Processes option in the main menu.

02. In the Form tab, enter the requested information regarding the subject to be parsed via an Ad Hoc process. 

0304. Click  Click Add taskstask.

0405. Enter  Enter the requested information regarding the task to be added to the Ad Hoc process.

06. Click the Details tab to view the Ad Hoc process diagram.

07. Click the Add-ons 05. Click the Notes tab and enter the key points for the process to be started.

0608. Click  Click the Attachments tab to add process attachments.

07. Click Add GED attachment or Add upload attachment09. Click Load files or Search ECM, according to the location of the attachment to be added to the process.

0810. Select the desired attachment and confirm its addition to the process.

0911. Click the Process tab to view the Ad Hoc process diagram.10. Click Send to move the process to additional task creation or to the next automatic task.

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This feature allows managing a set of non-structured activities via Ad Hoc subprocesses, which cannot always be foreseen and predefined in a traditional structured model within the organizations.

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Application examples

Assuming that a committee is analyzing a problem within an organization. The rollup regarding discussions surrounding this problem is available in the second task of the “List tasks” process. The committee discusses such problem and make a decision. If the solution to the problem is obvious, the process flow is forwarded directly to the “Apply solution” task, immediately ending the entire process.

In some cases, however, in-depth studies are required to seek information that was not available during the committee’s meeting. Therefore, several new activities must be created, where several members of the committee will perform different key tasks to achieve a solution to the problem. Such tasks generate new workflow requests within the Ad Hoc task execution internal subprocess.

After all these tasks are completed, the task organizer receives a notification and checks whether a solution can now be established. If a solution is established by completing the “List tasks” process activities, it is applied to the problem and the process is ended. Otherwise, new activities can be created to continue the search for a solution to the problem.

Action
Run the action in this task to fulfill the main objective of the Ad Hoc process, along with others.
Deadline/completion
Completion deadline for the task associated with the Ad Hoc process. When the task is complete, this field shows the respective completion date.
Person in charge
User responsible for performing all actions related to this task.

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