My Tasks screen (Mobile App)

Task Name

Function:

Shows the name of the task.

Accepted Values:

Read only.

Process Instance Name

Function:

Shows the process instance name.

Accepted Values:

Read only.

Assigned

Function:

Shows the date or the number of days or hours the task was assigned to the participant.

Accepted Values:

Read only.

Overdue

Function:

Shows the date the task is due to be completed or the number of days or hours the task is not completed from the time it is configured to complete.

Accepted Values:

Read only.

Quick Filters

Function:

Specifies the type of tasks to show on the My Tasks screen.

To Open this Field:

1. On the My Tasks screen, tap Sort ().
2. Tap the Filter Tasks tab.

Accepted Values:

• Overdue - Shows the tasks that are Overdue on the My Tasks screen.
• High Priority - Shows the tasks that are high priority on the My Tasks screen.
• Due Today - Shows the tasks that are due for the present day on the My Tasks screen.
• Pool Tasks - Shows the tasks that are assigned to a participant pool on the My Tasks screen.

Other Filters

Function:

Specifies the criteria to filter the tasks to show on the My Tasks screen.

To Open this Field:

1. On the My Tasks screen, tap Sort ().
2. Tap the Filter Tasks tab.

Accepted Values:

One line of text (a string) with a value or partial value for the task.

Default Value:

None

Sort Tasks

Function:

Specifies how to sort the tasks on the My Tasks screen.

To Open this Field:

1. On the My Tasks screen, tap Sort ().
2. Tap the Sort Tasks tab.

Accepted Values:

• Priority - Sorts the tasks from highest to lowest priority.
• Task Name - Sorts the tasks by task name.
• App Name - Sorts the tasks by app name.
• Due Date - Sorts the tasks by due date, with the nearest due date first.

Group Tasks

Function:

Specifies how to group the tasks on the My Tasks screen.

To Open this Field:

1. On the My Tasks screen, tap Sort ().
2. Tap the Group Tasks tab.

Accepted Values:

• Priority - Groups the tasks based on importance.
• Task Name - Groups the tasks based on the task names.
• App Name - Groups the tasks based on the app names.
• Due Date - Groups the tasks based on the due dates.

Download

Function:

Downloads the offline mobile eForm to your mobile device.

Function:

Opens the Process Viewer that shows the current status of the process.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.

Cancel Process

Function:

Cancels the selected processes, or the processes associated with the selected tasks.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.

Reassign Task

Function:

Assigns the task to the specified user.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.
2. Click Ellipses (...).

Add To Watchlist

Function:

Adds a selected process to your watchlist.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.
2. Click Ellipses (...).

Add To Planner

Function:

Adds the task to a planner.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.
2. Click Ellipses (...).

eForm Report View

Function:

Shows an eForm you specify with the current data from the process instance.

To Open this Field:

1. On the My Tasks screen, swipe left on the task.
2. Click Ellipses (...).

menu icon

Opens this Screen:

Sidebar Menu (Mobile App)

Function:

Shows the main menu for the AgilePoint NX Mobile App.