In some business environments it is beneficial to assign yourself Tasks. For example, a team of Support agents that answer customer questions for a product or service can provide faster customer service by self-assigning Tasks from a queue: the next available Support agent views the queue of self-service Tasks, and then assigns one to himself. After self-assigning a Task, that Task is no longer in the queue of self-assignable Tasks; the self-assignee must complete that Task to completion or reassign that Task to another ProcessMaker user if option is available for that Task.
Follow these steps to view the queue of self-service Tasks from which to assign to yourself:
Ensure that you are logged on to ProcessMaker.
Click the Tasks option from the top menu. The To Do Tasks page displays.
Click the Self Service iconfrom the left sidebar. The queue of self-service Tasks displays.
Click the Claim Task button to self-assign this Task. This Task moves from the Self Service page to your To Do Tasks page, and its status changes to In Progress.
Below is an example of the Self Service Task page that displays queued Tasks from which you can assign to yourself. The Saved Search package is not installed in this example, so this page displays in the ProcessMaker open-source edition.
The Self Service Task page displays the following information in tabular format about all your completed Tasks:
Task: The Task column displays the name of the Task. Click the Task name, and then click the Claim Task button to self-assign that Task.
Status: The Status column displays the status of the Task. Since all Tasks in the Self Service page are Tasks that may be self-assigned, all Tasks display with the Self Service status, represented by the icon.
Request: The Request column displays the name of the Process associated with the Request. Click the Process name to view the Request summary.
Assignee: The Assignee column in other Task-related pages displays the ProcessMaker user assigned a Task. Since all Tasks in the Self Service page are Tasks that have not been self-assigned, the Assignee column displays no information.
Due: The Due column displays the date you completed was due. If n/a displays, then no due date was set to the Task. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.