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Chapter 2. Knowledge worker tasks in Business Central

A task is a part of the business process flow that a given user can claim and perform. You can handle tasks from the Task Inbox page of Business Central. It displays the task list for the logged-in user. A task can be assigned to a particular user, multiple users, or to a group of users. If assigned to multiple users or a group of users, it is visible in the task lists of all the users and any user can claim the task. When a task is claimed by a user, it is removed from the task list of other users.

This chapter covers the actions which a user can perform on tasks when executing a business process.

2.1. Starting a task

You can start user tasks from the Tasks and Task Inbox page.

Note

Ensure that you are logged in and have appropriate permissions for starting and stopping tasks.

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Task Inbox page, click the task to open it.

  3. On the Work tab of the task page, click Start. Once you start a task, its status changes to InProgress.

    You can view the status of tasks on the Task Inbox as well as on the Manage Tasks page.

Note

Only users with process-admin role can view the task list on the Manage Tasks page. Though admin role users can also access the page but they will always see an empty task list unless an additional role permission setup is performed on the Process Server.

2.2. Stopping a task

You can stop user tasks from the Tasks and Task Inbox page.

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Task Inbox page, click the task to open it.
  3. On the Work tab of the task page, click Complete.

2.3. Delegating a task

After tasks are created in Business Central, you can delegate them to others.

Note

A user assigned with any role can delegate, claim, or release tasks visible to it.

Note

In Task Inbox page, Actual Owner column displays the name of the current owner of the task.

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Task Inbox page, click the task to open it.
  3. On the task page, click the Assignments tab.
  4. In the User field, enter the name of the user or group you want to delegate the task to.
  5. Click Delegate. Once a task is delegated, the owner of the task changes.

2.4. Claiming a task

After tasks are created in Business Central, you can claim the released tasks. A user can claim a task from the Task Inbox page only if the task is assigned to a group the user belongs to.

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Manage Tasks page, click the task to open it.

  3. On the Work tab of the task page, click Claim. Alternatively, on the Manage Tasks page, click Claim from the three dots in the Actions column.

    The user who claims a task becomes the owner of the task.

2.5. Releasing a task

After tasks are created in Business Central, you can release your tasks for others to claim.

Procedure

  1. Log in to Business Central and click Menu → Track → Task Inbox.
  2. On the Task Inbox page, click the task to open it.
  3. On the task page, click Release. A released task has no owner.