Editing Tasks in the Task Management Web App

There are various processing options for tasks that have been assigned to a process participant. These options are explained in the following.

The Task Management Web App is currently only available in German. Thus, the following editing options are described by means of the German interface. 

Editing Tasks

After logging in to the Task Management Web App, all open tasks are displayed in an overview (menu Offen). By selecting a task in the task list, its details are displayed on several tabs.

To edit a task proceed as follows:

1. Select the task to be edited within the task list of the overview (menu Offen).
2. Click on Bearbeiten.
3. Select the desired editing option:
   • Freigeben: Release task
   • Ablehnen: Decline task
   • Herunterladen: Download document 
   • Hochladen: Replace existing document
   • Dokument löschen: Delete document
   • Neues Dokument: Upload new document

Releasing Tasks

To release a task proceed as follows:

1. Select the task to be released within the task list of the overview (menu Offen).
2. Click on Bearbeiten to open the editing view.
3. Click on Freigeben.
   The task is now moved to the menu entry Erledigt.

Declining Tasks

To decline a task proceed as follows:

1. Select the task to be released within the task list of the overview (menu Offen).

2. Click on Ablehnen.

   

   As an alternative, the task can be declined in the editing view. To do this, first click Bearbeiten and then Ablehnen.

   The tasks is now sent back to the task owner (Owner).

Forwarding Tasks

To forward a task proceed as follows:

1. Select the task to be forwarded within the task list of the overview (menu Offen).

2. Click on Weiterleiten.
   The following dialog is opened:
   

   

1. Specify the assignment type:
   • Persönlich: The task will be forwarded to a single user
   • Team: The task will be forwarded to a group
2. Click on Weiter.
   The following dialog is opened:
   

   

3. Specify the forwarding details:
   • Select the corresponding user or group under Zuweisung 
   • If required, define a deadline in Fälligkeitsdatum
     To do this, enable the checkbox and select a date and time. Confirm with

     

     .
     

     

   • If required, enter a comment in Kommentar.
4. Click on Weiterleiten.
   The task is forwarded to the specified user or group. 

Resubmitting Tasks

To resubmit a task proceed as follows:

1. Select the task to be resubmitted within the task list of the overview (menu Offen).

2. Click on Wiedervorlge.
   The following dialog is opened:
   

   

3. Enter the desired date and time. Confirm with

   

   .
4. If required, enter a comment in Kommentar.
5. Click on OK.
   The task is now moved to the menu entry Wiedervorlage. 

Displaying and Editing Documents

To edit documents attached to a task proceed as follows:

1. Select the task to be edited within the task list of the overview (menu Offen).

   

   If the task is already being processed, select the corresponding task under the menu entry In Bearbeitung. 

2. Click on Bearbeiten.
3. Select the tab Dokumente within the task's detail view.
   

   

   
   The different editing options are now displayed as buttons:
   • Click Herunterladen to download the document. 
   • Click Hochladen to upload a new document from the file system and replace the existing document.

   • Click Dokument löschen to permanently delete the document.

     

     Deleting a document cannot be undone. Only delete documents if you are sure that you no longer need them.

   • Click Neues Dokument to upload a new document. To do this, enter a title in the dialog Neues Dokument and select a document from the file system with Hochladen.