Take Assignment And Open screen (Microsoft 365)

Assigns the task to you and opens the task form in Modern Work Center.

Figure 1. Take Assignment And Open screen

Take Assignment And Open screen

Prerequisites

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

How to Start

  1. In SharePoint for Microsoft 365, open the AgilePoint Work Center web part.

    Shows AgilePoint Nx Portal
  2. In the AgilePoint Work Center web part, click Inbox > Tasks.

    Click Inbox Tasks
  3. On the task list, click Ellipses (...) > Take Assignment And Open.

    Click Take Assignment And Open

Fields

Field NameDefinition
Open Task Open Task icon
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:
Shows the importance for a task.
Allowed Values:
Read only.

The task priority can be one of these:

  • 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 View Process icon
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.

People in the group

Function:
Shows a list of participants in the pool who can complete the task.
Allowed Values:
Read only.
Take Assignment And Open
Function:
Assigns the selected task to you and opens the task form.