What you will find in this guide to Run:

On the left hand side of the screen, you can see your navigation bar. This will be here regardless of where you are. You can easily navigate through to anywhere you need to be by clicking on the corresponding section.

The core navigation options are:

Home

This will take you to the Home section where you can see a breakdown of active Tasks as well quickly navigate to other sections of play

Run

Here you can run the processes and tasks you’ve created or processes and tasks which have been assigned to your user role or roles

Share

Here you can find the processes you have access to run or edit

Map

Here you can create processes from scratch

When you land on Run, this is what you will see in the navigation:


Chat

By clicking the Chat icon in the left bottom corner you can ask our support team any questions you might have about Atlas Play. If an appropriate article is available, our Help Center will provide it – and you can search it at any time. Otherwise, one of our 24/7 support staff will review your message and respond to you as soon as possible.


Layout: switching between card view and table view

On the right hand side of the screen, you can see your options for Layout. You can choose to have your active processes and tasks in a card view or table view.

Table view

In Table view, all of your available tasks will be shown in a list as per the below screenshot.

Here you can see and sort by details including:

  • Priority icon

  • Due Date

  • Task Title

  • Process Name

  • User or Role Assigned to the Task

  • Created Date

  • Context Tags associated with the Task

  • Status & Actions for the current task

Card view

In Card View you'll see an expanded view of your task card with details including:

  • Priority

  • Due Date

  • Task Title

  • Process Name

  • User or Role Assigned to the Task

  • Created Date

  • Context Tags associated with the Task

  • Status & Actions for the current task


The search box allows you to search within your active Tasks based on Task Name by default. By changing the Filter options, you can also search by Process Name and Tags.


Filtering Tasks

Here you can choose from a range of different filters.

Filter by type allows you to filter your searches by Task Name, Process Name, or by Tags

Filter by priority allows you to filter your active Tasks by High, Medium, or Low priority.

Filter by date allows you to filter your Tasks by either a Due Date or by Date Tags. By selecting either of these options you open a new choice below:

Filter by Due Date allows you to display your tasks that are tagged as due today, due tomorrow, due in the next seven days, or are overdue.

Filter by Date Tags allows you to display your tasks that are tagged within the last 24 hours, the next 24 hours, the next 48 hours, the next 7 days or the next 14 days.


Sorting Tasks

Sort by allows you to sort your active tasks by a number of parameters. You can sort by:

Name - Either A-Z or Z-A

Time - Either newest-oldest or oldest-newest

Priority - Either highest-lowest or lowest-highest

Due date - Sorted by closest due date to furthest away


Task Card in Run

Let's take a look at the Task Card and the information it displays.

Due date displays the date which the Task is due by, if this has been set by the user mapping the Process

Progress status shows the current status of the Task displayed. By clicking this you can choose to Pause, Abort or Stop the Task. This display element will change depending on which option you choose.

Priority indicator shows the priority of the task.

  • A downwards yellow arrow indicates a low priority task

  • A sideways orange arrow indicates a medium priority task

  • An upwards red arrow indicates a high priority task

Task name is displayed in bold below the above options and indicators.

Process name is displayed below the Task name and indicates which Process this Task belongs to.

Version number is displayed at the end of the Process name and indicates which version of the Process this Task belongs to.

NB: An active Task belonging to an outdated version of a Process can still be displayed in Run, even if a newer version is available. Active Tasks need to be completed to be removed from Run.

Tags are shown below the Process name and version number. Any tags associated with this Task will be displayed here.

Task progress indicates how many elements within the task have been completed and how close the task is to being completed entirely.

The first button displays the relevant actions (ie. Start, Continue...) and allows you to jump in and continue working on the task.


The second button displays other relevant actions, such as Monitoring.

Created on and Assigned to display the date on which the Task was created and to which users it has been assigned.

That’s all for the Atlas Play Run interface. If you want more information on the other interfaces, check out our article on the Map interface and Share interface.

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