My Tasks screen (Mobile App)

Lets you view and manage the tasks that are assigned to you in the AgilePoint NX Mobile App.

Figure: My Tasks screen

My Tasks screen

Background and Setup

Prerequisites

Good to Know

How to Start

  1. On the Home screen, tap My Tasks.

    Tap My Tasks

Fields

Field NameDefinition

Task Name
Description:
Shows the name of the task.
Allowed Values:
Read only.

Process Instance Name
Description:
Shows the process instance name.
Allowed Values:
Read only.

Assigned
Description:
Shows the date or the number of days or hours the task was assigned to the participant.
Allowed Values:
Read only.

Overdue
Description:
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.
Allowed Values:
Read only.

Quick Filters
Description:
Specifies the type of tasks to show on the My Tasks screen.
To Open this Field:
  1. On the My Tasks screen, tap Sort (Sort).
  2. Tap the Filter Tasks tab.
Allowed 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
Description:
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 (Sort).
  2. Tap the Filter Tasks tab.
Allowed Values:
One line of text (a string) with a value or partial value for the task.
Default Value:
None

Sort Tasks
Description:
Specifies how to sort the tasks on the My Tasks screen.
To Open this Field:
  1. On the My Tasks screen, tap Sort (Sort).
  2. Tap the Sort Tasks tab.
Allowed 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
Description:
Specifies how to group the tasks on the My Tasks screen.
To Open this Field:
  1. On the My Tasks screen, tap Sort (Sort).
  2. Tap the Group Tasks tab.
Allowed 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 Download icon
Function:
Downloads the offline mobile eForm to your mobile device.
View Process View Process icon
Description:
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 Cancel Process icon
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 Sidebar Menu icon
Opens this Screen:
Sidebar Menu (Mobile App)
Function:
Shows the main menu for the AgilePoint NX Mobile App.