Tasks are at the core of Atlas Play and BPM as a whole. Each task within a process is able to display data, request data, initiate a sub process and many more things.

But for now we want to take a look at what the typical user will see when they start a task, either from Home or Run. And often from within a task itself, as we'll see below.

Task overview

In the header you'll see a number of useful bits of information.

  • Task name - The big purple title is the name of the task you're in right now.

  • Task status - Next you'll see the Task Status

  • Task priority - Next you'll see the priority, which could be low, medium, or high

  • Due date - Next you'll see the due date of this current task

  • Monitoring - The Monitor button takes you into the monitoring view

  • Process diagram - If you click the expand arrow on the right, you can open up the process diagram and see where this task lies in the overall process, as well as the progress made and tasks left to complete

  • Process name - This is the name of the process that this task is a part of

Task details

On the right of the task view the user will see some details displayed. This includes the user details and will show them the process owner above and the created on and assigned to details below. You will also see any context tags that are associated with the process this task is a part of.

Fields that users will see in a task

Below are the fields a user will typically see when they're running a task. Each one has a distinct use so read on to find out what they are.

Display Field

Each display field is made up of three parts:

  • The Main Label: This is the title of the field and should give the user an idea of what the field is.

  • The Field Description: This isn't the content of the field but describes what the field is and what its purpose is.

  • The Content: This is the main content for the display field. It could be a description of the task, a tutorial on how to complete an activity, a tip for the user or many, many other things.

    If the content is being pulled from a pipeline key, the content will depend on the data pulled by that key. For example, it might show the value of a data point which could be made available from an earlier point in the process. It might be obtained through an interface with another system within the process. It may even be from a parent process if this occurs within a sub-process.

Entry Field

An entry field can take many forms:

  • Text input: A text input field is a way for users to input custom text e.g. alphanumeric idents

  • Number input: Similar to the text input field but restricted to numerical inputs

  • Date picker: This will allow a user to select a date and time as an input

  • Select option: This allows the process mapper to offer a fixed selection of inputs for the user to choose from.

  • File upload field: This allows the user to upload an appropriate file.

Now we'll take a look at some specific fields.

Date Picker Field

The date picker field allows users mapping processes to put a time and date selection field into a task.

Select Option Field

The select option field allows users mapping processes to add in drop down lists to a task.

Hyperlink Display Field

Similar to the text display field above, this field allows the process owner to display a hyperlink to the user.

File Upload Field

You can upload a file by clicking on the cloud icon and selecting the relevant file from your computer.

Otherwise, you can upload a file by dragging it from your computer directly into the area.

After you've uploaded a file, you will see the name of the file you've uploaded, plus a trash can icon to remove it.

Image Display Field

An image display field does exactly what it says on the tin and allows users mapping a process to display an image.

Completing a task and starting a new one

Once a user has completed all the necessary elements of a task, it's time to hit complete and move onto the next task.

Once a user hits complete, the below screen will be shown. From here they can instantly head back to Run or Home to pick up another task. The Home view will automatically refresh to show any new tasks created by completing a task.

Users can also click Monitor upon completion of a task. For more information on monitoring head on over to our dedicated monitoring article.

If there is another task ready to be run in the process a user has just completed a task in, a notification will pop up letting them know. If they expand the process diagram, found above the task view, their new task(s) will now be outlined in purple.

NB: The user must be in Run view rather than Monitor for this functionality to be available.

If the user selects a new task in the process diagram, they will see a screen similar to the one below. From there they can hit start and get going on the next task!

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