Tasks (Graphical) Page for a Route

This page shows the route tasks graphically. The graphical view shows how tasks fit sequentially into the route, where the route is within the sequence, who owns the task, and actions taken on completed tasks.

Required access roles: If you have access to a route, you have access to its tasks.

To access this page:

  1. Open the required route. See Opening a Route.
  2. Click the Tasks (Graphical) page tab.

The route starts with a green flag and ends with the checkered flag, with all the required tasks in between.

The graph shows all tasks with the same order sequence in a column. The graph includes a small box with Any or All to indicate if all tasks must be completed, or only one task must be completed before moving to the next order task. Each box represents a task and includes these details:

Task Detail Description
Background color Indicates the status of the task:

Color Status
Green Completed
Yellow with blue border Pending task assigned to you
Yellow Pending task assigned to another user
Gray Inactive (not active because prior tasks must be completed first)
Click the assignee name to view the Properties page and tree for that person.

Task Action Approve, Comment, Notify Only, or Review.

Authentication with e-signature is required for approval action, if it is made mandatory. Additional authentication with two-factor authentication is required, if it is activated by your Business Administrator.
Task name
  • For current and completed tasks, click the task name to open the task.
  • For future tasks, click the task name to view the task Properties page.
Assignee User responsible for completing the task. You might see a user group name for future tasks or for tasks in the current sequence that have not yet been accepted. Once a member of the user group accepts the task, the graph shows the person name.

If a task requires Owner Review, after the original Assignee completes the task, the box updates to show details for the review action for this task.

Due Date Assigned due date for the task.
Task Status An icon over the top, right corner indicates the task status. Hover over an icon to view the entered comments or the due date.

Icon Description
Task completed (when the action is Comment)
Task approved
Task rejected
Task due soon
Task overdue