Task Details and Comments

View and send comments to Tasks.

Overview

The Details tab displays general information about a task. Details allow you to quickly:

• Create a rule to filter your inbox task.

• Set priority for the current task.

• Quickly fill the current task with data from a previously completed task.

• Clear a saved draft of the task.

• Reassign a task.

The Comments tab allows Task participants to solicit and provide feedback on business decisions:

• Post Task comments: Post comments to the currently displayed Task. All participants who view that Task see that comment. Write and preview comments using rich text features including but not limited to text styles, images, hyperlinks, and lists. The commenting editor uses Markdown syntax.

• Tag users in a Task comment: Precede a user's username with the @ symbol to invite that user into the comment thread so that user can participate in the discussion. Upon using the @ symbol and then typing the initial letters of the user to tag, those users that match those initial letters display for selection.

  After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Task comment. Selecting a notification for a tagged comment opens that Task that contains the tagged comment. If the tagged user is not a Task participant prior to being tagged in a Task comment, that user becomes a Task participant only for that Task.

Use a Markdown syntax quick guide for the most commonly used Markdown syntax.

View Details of a Task

Use the open menu iconto open the collapsible panel on the right. The Details tab displays general information about the Task.

Detail for an assigned Task that is not overdue

The following detail displays about an assigned Task:

• Status: Task status is shown as either Open or Overdue for tasks that are late.

  
• Due: The Due field displays the date and time the assigned Task is due.

• Autosave: The date an time a draft was automatically saved.

• Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.

  The Escalate to Manager button may display below the Task assignee in the Assigned To field. The Task assignee may click the Escalate to Manager button to assign this Task to the manager.

  

  To make the Escalate to Manager button available for a Task assignee to use:

  • The Assignee Manager Escalation setting is enabled for the Form Task element or Manual Task element associated with that Task. The Process Designer configures this when designing the Process.

  • The Task assignee's user account must be configured with either a direct manager or a group manager. If that Task assignee has both, the Task escalates to the direct manager. The Administrator configures managers for all users and groups.

• Assigned: The date and time the Task was assigned displays below the Assigned To field. The Reassign button displays if the Task can be reassigned. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.

• Request: The Request field displays the Process name associated with the Request preceded by its numerical iteration. Click the Process name to view the Request details.

• Requested By: The Requested By field displays the avatar and full name of the person who started the Request. Hover your cursor over a user's avatar to view that person's full name.

Details for Completed Tasks

If the assigned Task is completed, the detail's label displays Completed.

The following detail displays about a completed Task:

• Completed on: The Completed on field displays the date and time the Task was completed.

• Assigned To: The Assigned To field displays the avatar and full name of the person assigned the Task.

• Assigned: The date and time the Task was assigned displays below the Assigned To field. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Request: The Request field displays the Process name associated with the Request preceded by its numerical iteration. Click the Process name to view the Request summary.

• Requested By: The Requested By field displays the avatar and full name of the Request starter. Hover your cursor over a user's avatar to view that person's full name.

Reassign a Task

If the Task has been configured to allow the Task assignee to reassign the Task to another user, the Reassign button displays in the Task summary.

If this Task is assigned only to you, unless you started this Request, then no other users are available to which to reassign this Task.

Note that to reassign a Task, your user account must be configured with the View Users and View Groups permissions to view the available users and groups. Contact your ProcessMaker Administrator to provide your user account these permissions if necessary.

Follow these steps to reassign a Task to another user:

1. Click the Reassign button. The Reassign to screen displays.

   
2. Select the user to whom to reassign the Task.

3. Click Reassign.

What Happens if the Task Cannot Be Reassigned?

If the Task has not been configured that it can be reassigned, then the Reassign button does not display. Therefore, the Task assignee does not have the option to reassign the Task to another user.

View Comments in a Task

Follow these steps to view comments posted on a Task:

1. Ensure that you are logged on to ProcessMaker Platform.

2. View all assigned Tasks.

3. Do the following:

   1. Hover over your task list. The dropdown menu will display.
   2. Click the dropdown menu to view options for the task.

   3. Click Open Task to view the form for this task.

4. Use the open menu iconto open the collapsible panel on the right. The Details tab will display by default.
5. Click the Comments tab. Task comments display in chronological order. If necessary, click Refresh at the bottom menu to update new comments.

Each posted comment contains the following information:

• Avatar and Name: The user's avatar identifies the sender of each comment. Next to the user's avatar is the person's full name. Click the user's avatar to go to the User Information window.

• Comment: The posted comment displays below the preceding information. The comment may contain tagged users. If a comment is a reply, the source comment displays blue highlighted above the comment.

• Datetime: The datetime displays when the comment was posted. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Edit: If you are the owner of the comment, click the Edit icon to edit the comment. See Edit a Comment in a Task.
• Delete: If you are the owner of the comment, click the Delete icon to delete the comment. See Delete a Comment in a Task.
• Reply: Click the Reply icon to reply the comment. See Post or Reply to a Comment in a Task.

Post or Reply to a Task Comment

Follow these steps to post or reply to a Task comment:

1. View comments in a task.

2. Do one of the following:

   • Post a new Task comment: View the end of the Comments section to locate the Add a comment... field to write and post a new comment to that Task.

   • Reply to an existing Task comment: Browse through that Task's comment to locate the existing comment to which to reply, and then click the Reply icon at the bottom of that Task comment. The Add a comment... field displays below that Task comment.
3. From the Add a comment... field, write your Task comment. In the commenting editor, optionally you can use Markdown syntax. Use a Markdown syntax quick guide for the most commonly used Markdown syntax. Follow these guidelines:

   • Text styles, including bold, italics, strikethrough, and code styles: Follow Markdown syntax in the commenting editor. Place your cursor between the Markdown syntax, and then write your text to display in that text style. For example, enter four asterisks in the commenting editor: two asterisks to precede your text and two to follow your text since bold-style text in Markdown syntax requires two asterisks both preceding and following text for that style.

   • Tag users in a Task comment: Precede a user's username with the @ symbol to invite that user into the comment thread so that user can participate in the discussion. Upon using the @ symbol and then typing the initial letters of the user to tag, those users that match those initial letters display for selection. After sending the comment with tagged users, those users receive a notification of the comment they were tagged within, and then may select that notification to view that Task comment. Selecting a notification for a tagged comment opens that Task summary that contains the tagged comment. If the tagged user is not a Task participant prior to being tagged in a Task comment, that user becomes a Task participant only for that Task.

4. Do one of the following to post the comment, otherwise, click Cancel to cancel the comment:

   • Click the Comment button if you are posting a new comment.

   • Click the Reply button if you are replying to a comment.

Edit One of Your Task Comments

Task participants may edit their own comments, but not those posted by others.

Follow these steps to edit one of your Task comments:‌

1. View comments in a task.

2. Locate your posted Task comment to edit.

3. Click the Edit icon on the bottom right of the posted comment. The commenting editor displays at the end of the Comments section with the posted content.
4. Edit your comment using the commenting editor as you did when you posted or replied to a comment.

5. Click the Edit button. The edited comment posts. Otherwise, click Cancel.

Delete One of Your Task Comments

Task participants may delete their own comments, but not those posted by others. If the comment being deleted has replies, then its replies are also deleted.

Follow these steps to delete one of your Task comments:‌

1. View comments for a Task.

2. Locate your posted Task comment to delete.

3. Click the Delete icon on the bottom right of the posted comment. The Caution screen displays to confirm the deletion of the Task comment.

   
4. Click Confirm and the comment is deleted from the list of posted comments.

Refresh Comments

Follow these steps to refresh Task comments if any user made a new comment while using the Comments feature:

1. View comments in a task.

2. On the bottom right of the Comments section, click the Refresh button. New comments or replies from other users display in the Comments panel.