8.1. Task Folders

Inside the Task Navigation Pane, tasks are classified according to two classification methods: Receiver Type Classification and Task Type Classification.

1. Receiver Type Classification
   • Applications in the DBP can be designed in such a way that tasks are sent to either users or roles.
     1. Users
        • Tasks assigned to a user are linked directly to the user’s profile. In the above example, a task assigned to the user Gheed Quteishat would appear in the user’s task folders.
          
     2. Roles
        • Tasks assigned to a role are linked directly to the role itself. In the above example, the user Gheed Quteishat has the role of Global Coordinator. A task assigned to the Global Coordinator (and not the user) would appear in the role’s task folders.
          

*A user is a resource that has been granted some level of access to the DBP. A role is a job title that has been associated with the user. If a task is to be assigned to a role, the role must be linked to a user. This can be done in the Organization Management [Admin] section of the Admin Application.

2. Task Type Classification
   • Tasks are categorized into three types:
     1. Pending Tasks
        • These are assigned tasks that have yet to be either opened or completed. If a task is assigned in the middle of a workflow and saved by the user, the saved form will remain in the Pending Tasks folder.
     2. Drafts
        • These are tasks that have been started and saved, but not yet completed. A task is only saved in the Drafts folder if it is the first step in a given workflow.
     3. Completed Tasks
        • These are tasks that have been submitted and processed as complete.

Using the Task Navigation Pane, users can navigate between these different task folders. When a task folder is selected, its related items are displayed in list view. For more details on this mode, click here.