Take Assignment screen (Modern, Microsoft 365)

Assigns the task to you in SharePoint for Microsoft 365.

Figure: Take Assignment screen

Take Assignment 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.

    Shows AgilePoint Nx Portal
  2. In the left pane, click Inbox > Tasks.

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

    Click Take Assignment

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

Function:
Assigns the selected task to you.