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Edit tasks

Edit the tasks assigned to you. You can complete a task the first time you edit it or continue editing it at a later time, for example, if information you require is not currently available.

Prerequisites

  • You have one of the following license privileges: ARIS Architect with Process Governance, ARIS Connect Viewer, or ARIS Connect Designer.

  • If double authentication is enabled in the ARIS Administration configuration (Application launcher Application launcher > Administration Administration > Configuration > Process Governance > Workflow policies > E-signature (double authentication) and Enable user name field in e-signature (double authentication)), you have to reenter the password and user name when you complete tasks.

Edit tasks directly from the toolbar

Procedure. Procedure

  1. Click Open 'My tasks' Pending tasks in the header of ARIS. This icon with the number of pending tasks is only displayed if tasks are available for you.

  2. My pending tasks is displayed, listing the 10 tasks that were most recently assigned to you. The list and the number of tasks are automatically refreshed to stay up to date. By default, the update interval is 60 minutes. Administrators can modify the auto-refresh interval or disable the automatic refresh (Application launcher Application launcher > Administration Administration > Configuration Configuration > Process Governance > User interface).

  3. Click the task you want to edit. The dialog for editing the task opens.

  4. Enter the required information and select the relevant options.

    Click Submit in the dialog to complete the task. After this, further editing is no longer possible (the status is Completed). The button for completing the task may also have a different name because this button can be customized by the modeler. Tasks in status Completed can be accessed only in read-only mode.

    Click Save in the dialog to save the current input and to continue editing the task at a later time (status is In process) or delegate it to another user (status is Delegated).

    Click Cancel to discard your changes. The task status is reset to New.

  5. Enter your password and user name if you are requested to do so when finishing the task.

The task was edited and has a status that corresponds to how it was completed.

Alternatively, click See all in My pending tasks, to open My tasks My tasks and edit the tasks from there as described below.

Edit tasks in My tasks My tasks

Procedure. Procedure

  1. Click Application launcher Application launcher > Quick access > My tasks My tasks. Initially, the tasks to be edited are displayed (status New, In progress, and Overdue). If you want to display all tasks, use the Filter Extended filter. To get back to the initial filter, click Reset filter Reset filter.

  2. To find out if another user is already editing a task, display the Current editor column in your list (Show/Hide columns Show/Hide columns).

  3. To display detailed information of a task, select a task in the list, then click Details Details in the symbol bar.

  4. Move the mouse pointer over the relevant task in the task list. The buttons of the available functions are displayed.

  5. Click Edit Edit. The dialog for editing the task opens.

  6. Enter the required information and select the relevant options.

  7. You can use and edit documents in a task.

    1. To open an attached document for editing, select the relevant document.

      1. Click Actions Actions > Check out document Open document.

      2. Save the document on your hard drive.

      3. Navigate to the location where you saved it, open the document, and edit it.

      4. Save the document locally.

      5. Under the Documents field in the task, click Upload Upload.

      6. Navigate to the location where you saved the document, then click Open.

    2. To remove a document from a task, click Remove document Remove documents.

  8. Click Submit in the dialog to complete the task. After this, further editing is no longer possible (the status is Completed). The button for completing the task may also have a different name because this button can be customized by the modeler. Tasks in status Completed can be accessed only in read-only mode.

    Click Save in the dialog to save the current input and to continue editing the task at a later time (status is In process) or delegate it to another user (status is Delegated).

    Click Cancel to discard your changes. The task status is reset to New.

    Depending on the task, additional buttons for exiting editing may be used in addition to the standard buttons (Save, Cancel). You can generate these buttons individually when creating dialogs.

  9. Final processing of a task can be linked to entry of the user password to ensure that only authenticated users process tasks.

    Enter your password and user name if you are requested to do so when finishing the task.

The task was edited and has a status that corresponds to how it was completed.

To check whether additional tasks have been assigned to you since you logged in, click Refresh Refresh above the list of tasks.

To open tasks in read-only mode, click View View. This is particularly useful for tasks that cannot be edited, such as tasks with status Completed.