Tracking tasks in the workflow and generating reports
Last updated
Last updated
In the first step, please observe on the left side of the menu bar, you will find the word "All Jobs". Click on the ">" and you will see additional options.
You can track assigned tasks in the "My Tasks" menu.
If you enter the "My Tasks" page and it shows "No data," it means that there are currently no tasks assigned to you.
In this section, if you have tasks assigned to you, it will display those tasks along with various statuses as follows:
Status: Indicates the current status of the task, such as "New" which means a new task.
Task Name: Displays the name of the current step in the workflow. For example, it could be in the step "Start Document Submission."
Job Name: Shows the name of the overall job. This will change based on the name set in the workflow.
Job By: Indicates the name of the person who created the job.
Due Date: Displays the deadline for the task.
Last Modified: Shows the date and time of the last modification made to the task.
When you enter your tasks, the system will take you to a page where you need to follow the workflow you've designed. For example, it might involve entering information. Once you've completed this step, press the button at the bottom to proceed to the next step.
In this section, when you enter the main page, you will see a view of tasks related to you. You can choose different display options from the menu, including:
Assign to me: Shows all tasks related to you.
Created by me: Displays tasks that you have created.
History: Shows all completed or canceled tasks.
In this section, you can view task details, task data, and steps by clicking on the three dots next to the task you're interested in and selecting "View."
You will find information about various tasks as shown in the image.
In this section, you will see tasks that you have created yourself. You can view task details or cancel tasks by clicking the three dots next to the task.
In this section, you will see all completed tasks. You can search for completed tasks in the search bar on the right.
If you want to check the reports, please go to the Workflow menu.
Click on the three dots at the back of the workflow you want. A window will appear for you to choose. Click on "Reports."
On this page, you will find information about your workflow as follows:
Name: The name of your workflow.
Status: The current status of the workflow.
Last Modified: The date and time of the last modification or action performed.
You can click on the specific workflow to access more detailed information about it.
When you enter your workflow, you will find information about your job:
Details: Various details of the workflow.
Data: Various data related to the job.
Job Time: The duration of the workflow.
Start: The start time of the workflow.
Last Updated: The last time the workflow was updated.
Status: The current status of the job.
Job Flow: Information about different processes, including:
Step Name: The name of the step.
Updated When: When the process was last updated.
Duration: The time it took to complete this process.
By: The person who performed this process.
Attached Documents: Documents attached to the job. You can preview documents by clicking on them, and download by clicking the download icon next to the document name.
Information Detail: Detailed information about the process. For example, in a document filling process, it will display the documents that have been filled in that step.
If you want to generate a report, you can click on "Export" to download your report file. The downloaded data will be in the default format set by the system, typically a .csv file. You can open this file in Microsoft Excel.
In case you want to start customizing the display, please proceed to the next step.
In the section for customizing the display, click on the "Add" menu. The system will take you to the page for configuring information as shown in the following image.
Initially, the system will provide a default name for you. You can customize the name yourself. In the example, it is set to "test-view."
In the section for selecting display options, click on the menu at the top right, as shown in the picture. You will find various options to choose from for displaying data. You can select as many options as you need. In the example, all four options are selected:
Name
Last Name
Creation Date
Job Status
Once you have finished selecting, the data will be displayed as shown in the next picture.
You can reset all the selected data by clicking on the top right corner, as shown in the picture. After clicking, all the selected data will disappear, as shown in the next picture.
After you have successfully saved, you can select the option in the top right corner, as shown in the picture. After that, you can click "Export" to download the file.
