On the dashboard of Tasklist you see an overview of pending tasks. On the left side of the screen, an overview of the filters is displayed. In the middle, the filtered tasks are shown and on the right the task view.

Toggle view

Tasklist offers you the option of toggling the view options on the dashboard. You can select to have a focus on the filters, the filter results, the task view or to display the full dashboard. To do so, hit the respective toggle view button. At any time, you can choose to instantly set full focus on the task view by hitting the expand button.

Start a process

To start a process instance via Tasklist, click on Start process in the header menu and select a process out of the displayed list of process definitions. If no process definitions are listed here, please verify that your process application is deployed correctly.

Depending on whether you have defined a start form for your process it will be displayed now. Otherwise you get a notification that no form has been defined for starting the process. In this case, a generic start form will be displayed and Tasklist will offer the option of adding variables to the process instance.

Create a standalone task

Tasklist offers you the possibility of creating standalone tasks. To do so, click on the Create task button. In the screen that appears, you can define a name of the task, the assignee and you can add a description. Once you click on Save, the task is created.

Now the standalone task becomes visible in the filter results and can be handled. Variables can be added and the Task can be completed. Once the task has been completed, the data is flushed to the database and the task is no longer visible in Tasklist.

Filter results

Here you can see an overview of all tasks for the selected filter. The filter with the lowest priority is displayed first. After selecting the appropriate filter, you will see an overview of all tasks, sorted by a specified criteria (by default it is sorted by the creation date). You can change the sorting of the tasks by clicking on the name of the sorting property. You can toggle between ascending and descending order.

You can sort by more than one property by adding additional properties with the plus button. The sorting is performed in a hierarchical manner (i.e., first by the property displayed first, then by the second, etc). You can also sort by the value of variables, which allows for use cases like sorting invoices by the value of their amount.

To start working on the task, simply select the task.

Search for tasks

Above the filtered results, you’ll find a search bar that allows you to search for user tasks within the selected filter. You can search by task name, with the search being case-insensitive and supporting partial word matches.

Task view

On the right section of the dashboard, you can see the task view. Here you can work on tasks and perform the following operational actions.

Set due dates and follow-up dates

In the upper section of a task, you can set a due date and a follow-up date for the selected task. The due date specifies when the task should be completed, while the follow-up date serves as a reminder or for monitoring purposes. When you hover over the task with your mouse, the clock icon for setting the due date and the calendar icon for setting the follow-up date will appear (see also the following screenshot).

Claim, unclaim, and reassign tasks

Within the task view, you can claim, unclaim and reassign tasks. To claim a task, simply select Claim. Unclaim a task by hitting the button next to the username of a claimed task and reassign a task to a different user by clicking on the username and inserting the username of the user you want to assign the task to. You can also assign tasks to user groups by clicking on Add Groups.