Tasks/Signatures Page Tab

The Tasks/Signatures page tab of the Lifecycle/Review PowerView lists all tasks and sign-offs for the current lifecycle state of the item.

To access this page, click the Tasks/Signatures tab on the Lifecycle/Review PowerView page.

This topic describes:

This page discusses:

See Also
Lifecycle Page
Page Toolbar Icons

Columns

Column Name Description
Route Status
  • No icon if task is not yet due
  • Green arrow if complete
  • Yellow arrow if task complete but the route requires an approval
  • Red block if late
Name The Name assigned to the task or sign-off. For a task, click to view the properties page.
Approver The person assigned as the approver for this task. When not yet approved, the value could be a specific person, a role, or a group. After approval, shows the name of the actual user who approved the task.
Title Title from the task.
Approval Status

Status Description
Accept The task is assigned to a role and needs to be accepted by someone with that role. To accept such a task, click Accept in the Approval Status column.
Awaiting Approval The task needs to be approved. See Approve Assigned Tasks Page.
Pending The tasks are not yet created (for a route with prior tasks).
Pending Order N For an active route, N shows the order of the task in the route.
Approve Click to open the page where you can approve or reject the task. See Approve Assigned Tasks Page.
Completed The task has been completed
Approved For a signature, the required person approved the sign-off.
Rejected For a signature, the required person rejected the sign-off.
Ignored For a signature, the required person chose to ignore the sign-off. Depending on the policy, this action might not be allowed.

Approval/Due Date The date the task or sign-off is due, or if already done, the date it was completed or approved.
Comments/Instructions Comments entered when completing or the task or approving the sign-off. If not yet completed, shows the instructions given for the task.
Related Objects If the task is for an object related to the one being viewed that affects this object's ability to be promoted:
  • Name. The name of the related object
  • State. The current lifecycle state of the related object

Filters

Filter Filter Choice Description
Show My Approval Show tasks/sign-offs that you can approve or complete
All Approvals Show all tasks/sign-offs that need completion or approval
Approval Status All Show all tasks/sign-offs for this Lifecycle state
Pending Show only those tasks/sign-offs that need to be completed
Completed Show only those tasks/sign-offs already done
Include

If this filter does not display, related objects are not included for this object's Lifecycle.

 Current Object Show only those tasks/sign-offs for the current object
Current and Related Objects In addition to the current object, show tasks/sign-offs for related objects required to promote this item

Actions/Toolbar Commands

Action Name Description
Approve Assigned Tasks Allows you to approve multiple selected tasks. See Approve Assigned Tasks Page. The tasks must be assigned to you.
Select User Lets you choose a user for tasks assigned to a user group and require you to select a specific user from the group.

Click Select User . The Select Users dialog box lists all the tasks assigned to user groups that require you to select a specific user. For each task, select the required person from the list. When all tasks have been assigned, you can click Start to start the route. If you do not want to start the route, click Assign to save the assignments and return to the list of tasks.