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Accessing Tasks

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Tasks are contained within task groups. Task groups are also known workflow groups.

Task groups can be displayed in task view or group view.

To view a task, you must:

I. Choose a Task Group​

Depending on the platform's configuration, a task group can display tasks either task view or group view.

Task View Dispaly​

taskview
  • 1. From the Main Menu bar, choose a task group.
  • 2. Tasks belonging to the task group are displayed within the task view.
note

Task view displays vary depending on the configuration. See Task Views for more details.

Group View Display​

taskview
  • 1. From the Main Menu bar, choose a task group.
  • 2. Tasks belonging to the task group are displayed within the group panel.

II. Choose a Task​

Depending on its configuration, you can choose a task either from the task view or group panel.

Choose a Task from the Task View​

taskview
  • 3. From the task view, choose the task you wish to access.
  • 4. The workspace opens up.
note

Task view displays vary depending on the configuration. See Task Views for more details.

Choose a Task from the Group Panel​

taskview
  • 3. From the group panel, choose the task you wish to access.
  • 4. The workspace opens up.

Accessing the Task View from the Group Panel​

If you are not automatically taken to the task view when you choose a task group, you can access task views as shown below:

task button
  • A. Either through the task button, found on top of the group panel.
  • B. Or by pressing the kebab menu icon in the upper-right corner of the channel workspace.