DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

Take Assignment And Complete Task screen (Modern, Salesforce)

Assigns the task to you and completes it in Salesforce.

Take Assignment And Complete Task screen — Figure: Take Assignment And Complete Task screen

Prerequisites

The task does not require you to enter any information on the eForm.
The task is assigned to a pool of users.

Good to Know

On the Properties for Human Task Activities screen, in the Advanced tab, the value for the Wait Work Performed property must be set to False.
For more information, refer to Properties - Human Tasks Activity screen.
Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

How to Start

In Salesforce, click AgilePoint Dashboard.
In the left pane, click Inbox > Tasks.
On the task list, click Ellipses (...) > Take Assignment And Complete.

Fields

Field Name	Definition
Open Task	Description: Opens the form for the specified task.
Status	Description: Shows the status of the task. Allowed Values: Read only. The status can be one of these: New - Specifies a task that is New. Assigned - Specifies a task that is Assigned. Overdue - Specifies a task that is Overdue.
Assigned Date	Description: Shows the date and time the task was assigned to the participant. Allowed Values: Read only.
Due Date	Description: Shows the date and time the task is due to be completed. Allowed Values: Read only.
Priority	Description: Specifies the importance of a task. To Open this Field: Click Edit . Allowed Values: Normal - Specifies a normal priority task. Low - Specifies a low priority task. High - Specifies a high priority task. Default Value: Different for different tasks.
Assigned To	Description: Shows the participant assigned to the task. Allowed Values: Read only.
Session	Description: Shows the number of sessions the activity has Completed. Allowed Values: Read only.
Initiator	Description: Shows the name of the user who started the process. Allowed Values: Read only.
Process Instance	Description: Shows the process instance name. Allowed Values: Read only.
View Process	Description: Opens the Process Viewer that shows the current status of the process. For more information, refer to Process Viewer screen.
App	Description: Shows the name of the app. Allowed Values: Read only.
Process Model	Description: Shows the name of the process model. Allowed Values: Read only.
Description	Description: Shows the description for the task. Allowed Values: Read only.
Take Assignment And Complete Task	Function: Assigns the selected task to you and completes it.