Which Task You Receive When
All tasks under My Tasks: who receives them, when they end by themselves and which ones are due.
The headings correspond to the categories in the Filter on the My Tasks page. Due means the task has a date, is sorted accordingly and is marked as overdue once that date has passed. Blocked users of a process do not receive any tasks for it. If a process is hidden, its tasks are hidden as well.
Job
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| Complete the job ‘ |
whoever the current work step is assigned to | when the work step is no longer assigned to you or the job is completed or cancelled | with the job’s deadline, if there is one |
| The job ‘ |
everyone who can take over the work step: the group, the organizational unit or the area of responsibility (lane) | when you are no longer one of the possible processors, e.g. because someone has taken over the step, or the job ends | with the job’s deadline, if there is one |
The assigned to me only toggle hides the second task. See Jobs.
Review
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| Submit your assessment in the review for process ‘ |
Review Participants who have not yet submitted an assessment | when you have submitted your assessment, are removed from the review or the review is ended | at the review’s end date |
| End the review for process ‘ |
Review Owners | when the review is ended with a decision | at the review’s end date |
| Revise revision ‘ |
Process Owners | when a new revision of the process is submitted or imported | no |
The third task arises when a revision was not approved in the review. See Reviews.
Q&A
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| Answer the question ‘ |
Process Owners and Process Participants of the process, except the person who asked | when you have answered the question or it is deleted or archived | no |
If someone else has answered the question, your task remains; delete it yourself in that case. For a version that does not have the status Valid or Previous, Process Participants only receive the task if they are also BPM Managers, Designers or Process Contributors. If Q&A is switched off in the Process Space, these tasks are hidden. See Asking and answering questions about the process.
Process Validity
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| The version of your process ‘ |
Process Owners and BPM Managers | when a successor version is published or the validity is extended. The task then disappears and reappears six weeks before the end of validity of the latest published version. | at the end of validity of the latest published version |
The task appears six weeks before the end of validity; if the version is valid for less than six weeks, it appears when the validity begins. See Adjusting validity.
Approval Process
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| Start the approval process for revision ‘ |
Process Owners | when the approval process is started or the revision is discarded | no |
| Create a review for revision ‘ |
Process Owners | when the review is created | no |
| Publish revision ‘ |
Process Owners | when the revision is published or the approval process is ended | no |
Bpanda creates the task for the step the approval process is currently at. While a review is running, there are none of these tasks. If you delete one of them, you will no longer receive tasks for the later steps for that revision either. See Approving and publishing processes.
Risk Management
| Task | Who receives it | When it ends | Due |
|---|---|---|---|
| Carry out a risk analysis for process ‘ |
BPM Managers and Risk Managers | when a risk analysis for the process is started or published | no |
| Carry out a risk analysis for process ‘ |
BPM Managers and Risk Managers | when the update is started or published | at the expiry of the existing analysis |
The first task arises as soon as a process version becomes valid for which there is not yet a risk analysis; the second one 30 days before an analysis expires. See Risks.
See also: Tasks, Which Notification You Receive When, Roles and Authorizations