10.2. User tasks

A User Task represents a piece of work the given user can claim and perform. User Tasks can be handled within the Task client perspective of the Business Central: the view displays the Task List for the given user. You can think about it as a to-do item. The User Task appears in your list either because the User Task element generated the User Task as part of Process execution or because someone has created the User Task directly in the Business Central console..
A User Task can be assigned to a particular actor, multiple actors, or to a group of actors. If assigned to multiple actors or a group of actors, it is visible in the Task Lists of all the actors and any of the possible actors can claim the task and execute it. The moment the Task is claimed by one actor, it disappears from the Task List of other actors.

Task client

User Tasks are displayed in the Tasks perspective, that are an implementation of a Task client, in the Business Central console: to display the Tasks perspective, click Tasks → Tasks List. The perspective provides multiple Task views: to switch between the views, click the respective button in the menu bar of the Tasks List view (Grid or Calendar). The Calendar view provides the Task list in Day, Week, or Month layouts. You can filter out the Tasks based on their status using the buttons Active, Personal, Group, and All in the view toolbar.
Note that group Tasks are marked with the group icon and you can claim them by clicking the Claim button. To undo the claim process, click the button again.
The Task details are available in the panel that appears after clicking the Details icon in the Actions column : the panel contains the Work, Assignments, Details, and Comments button: On the Comments button, you can review comments provided by other users on the Task and add your own comments. To work on the Task, open the Work tab: the respective Form defined for the Task appears (if the current user hasn't been assigned the task, a form to claim the task appears first)). If no Form for the Task is defined a default Form is generated based on the jbpm-playground.git/globals/forms/DefaultTask.ftl file and on the input and output data of the Task.

10.2.1. Creating user task

A user task can be created either by a User Task element executed as part of a Process instance or you can create a user task directly in Business Central.
To create a user task in the web environment, do the following:
  1. Open the Tasks drop down menu (Tasks → Tasks List).
  2. On the Tasks List tab, click New Task and define the task parameters:
    • Task Name: the task display name
    • Advanced
    • Due Date
    • User: user name of the person to execute the task
    • Priority: priority level
  3. A Task cannot be created without a User or a Group. To add more users, select the Add User button.
  4. To add more groups, select the Add Group button.
  5. Click the Create button when you are satisfied with the information provided.