<div id="main-content" class="wiki-content group"> <p> <style type='text/css'>/*<![CDATA[*/ div.rbtoc1412695789428 { padding: 0px; } div.rbtoc1412695789428 ul { list-style: none; margin-left: 0px; } div.rbtoc1412695789428 li { margin-left: 0px; padding-left: 0px; } /*]]>*/ </style> <div class='toc-macro rbtoc1412695789428'> <ul class='toc-indentation'> <li><span class='TOCOutline'>1</span> <a href='#GestãodeListadeTarefas-ListadeTarefas'>Task List</a> <ul class='toc-indentation'> <li><span class='TOCOutline'>1.1</span> <a href='#GestãodeListadeTarefas-ProcessoPadrãodeListasdeTarefas'>Standard Process of Task Lists</a></li> <li><span class='TOCOutline'>1.2</span> <a href='#GestãodeListadeTarefas-ConfiguraçãoeexecuçãodesubprocessosAdHoc'>Configuring and executing Ad Hoc subprocesses</a> <ul class='toc-indentation'> <li><span class='TOCOutline'>1.2.1</span> <a href='#GestãodeListadeTarefas-Criarnovasolicitação'>Creating a new request</a></li> <li><span class='TOCOutline'>1.2.2</span> <a href='#GestãodeListadeTarefas-Acompanhamentodassolicitações'>Request follow-up</a></li> <li><span class='TOCOutline'>1.2.3</span> <a href='#GestãodeListadeTarefas-Remoçãodesolicitações'>Request removal</a></li> <li><span class='TOCOutline'>1.2.4</span> <a href='#GestãodeListadeTarefas-Incluirsolicitação'>Add request</a></li> <li><span class='TOCOutline'>1.2.5</span> <a href='#GestãodeListadeTarefas-Executandoumaatividade'>Executing an activity</a></li> <li><span class='TOCOutline'>1.2.6</span> <a href='#GestãodeListadeTarefas-Finalizandoaatividade'>Finishing an activity</a></li> </ul></li> </ul></li> </ul> </div> </p> <h1 id="GestãodeListadeTarefas-ListadeTarefas">Task List</h1> <p>The task list is a flexible resource for organizing activities that are performed on a daily basis. It provides information on which activity will be carried out, by whom, and its deadline for completion.</p> <p>This feature allows you to configure a specific list on a specific topic, and later allows you to associate activities that will assist in the completion of this task.</p> <p> </p> <p> <strong>For example:</strong> </p> <p>In a meeting, the product leader has defined a strategy to evaluate a product proposal that involves corporate sectors.</p> <p>A task list was created for that purpose:</p> <div class="table-wrap"> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh"><span style="color: rgb(0, 51, 102);">Subject:</span></th> <th class="nohighlight confluenceTh">Product Plan</th> </tr> <tr> <td class="highlight confluenceTd"><span style="color: rgb(0, 51, 102);">Details</span></td> <td class="confluenceTd">Strategy for adopting improvements in corporate sectors</td> </tr> <tr> <td class="highlight confluenceTd"><span style="color: rgb(0, 51, 102);">Period</span></td> <td class="confluenceTd">From 06/10 to 06/20/2014</td> </tr> </tbody> </table> </div> <p> </p> <p>After defining the main scope of the task list, he wishes to create activities while delegating responsibility and assigning deadlines.</p> <p> </p> <div class="table-wrap"> <table class="confluenceTable"> <tbody> <tr> <th class="confluenceTh"> </th> <th style="text-align: center;" class="confluenceTh"><span style="color: rgb(0, 51, 102);">Activity I</span></th> <th style="text-align: center;" class="confluenceTh"><span style="color: rgb(0, 51, 102);">Activity II</span></th> <th style="text-align: center;" class="confluenceTh"><span style="color: rgb(0, 51, 102);">Activity III</span></th> </tr> <tr> <td class="highlight confluenceTd"><span style="color: rgb(0, 51, 102);"><strong>Action</strong></span></td> <td class="confluenceTd">Market Research</td> <td class="confluenceTd">Focus group research</td> <td class="confluenceTd">Result Analysis</td> </tr> <tr> <td class="highlight confluenceTd"><span style="color: rgb(0, 51, 102);"><strong>Deadline</strong></span></td> <td class="confluenceTd">06/12/2014</td> <td class="confluenceTd">06/15/2014</td> <td class="confluenceTd">06/20/2014</td> </tr> <tr> <td class="highlight confluenceTd"><span style="color: rgb(0, 51, 102);"><strong>Assignee</strong></span></td> <td class="confluenceTd">João Antunes</td> <td class="confluenceTd">Maria Fernandes</td> <td class="confluenceTd">Emanuel Braga</td> </tr> </tbody> </table> </div> <p> </p> <p> After completing the activities, he/she can <strong>Solve</strong> the task list by closing the topic, or add more activities until the task list is considered <strong>Solved</strong>. </p> <p> </p> <p> The task list can be created directly from the start of requests, through the options: <span style="font-size: 10.0pt; line-height: 13.0pt;"><strong>Process > List Tasks</strong>.</span> </p> <p> </p> <p> It can also be used in the modeling of a <em>workflow</em> process, from the <em>Ad Hoc</em> subprocess. </p> <p> The <em>Ad Hoc</em> subprocess provides a task list feature for executing tasks within <em>workflow</em>.<br />This feature consists in the creation of an undefined set of activities within a <em>workflow</em> process. In other words, it is possible to create new activities on demand for the execution of a certain task within a structured process. </p> <p> When the <em>Ad Hoc</em> subprocess included in a <em>workflow</em> is executed, the user will be able to define new activities on demand, informing and notifying responsible parties for the execution of activity and its completion time.<br />The user who performs the creation of these activities offers a monitoring screen, where you can check the status of execution of the activities created and, if necessary, create new activities, as we will see below. </p> <p> In addition to the creation of <em>workflows</em> with the <em>Ad Hoc</em> subprocess through Fluig Studio, Fluig allows the creation of <em>workflow</em> processes with this subprocess directly through a web tool. </p> <p> </p> <p> </p> <h3 id="GestãodeListadeTarefas-ProcessoPadrãodeListasdeTarefas"> <span>Standard Process of Task Lists</span> </h3> <p> It is possible to create a task list directly in Fluig, without the need for any configuration of workflow process<span style="font-size: 10.0pt; line-height: 13.0pt;">. Just access </span><strong style="font-size: 10.0pt; line-height: 13.0pt;">Process/List Tasks</strong><span style="font-size: 10.0pt; line-height: 13.0pt;">, or go to the screen</span><strong style="font-size: 10.0pt; line-height: 13.0pt;"> Start Requests</strong><span style="font-size: 10.0pt; line-height: 13.0pt;">, in the category </span><strong style="font-size: 10.0pt; line-height: 13.0pt;">General Tasks</strong><span style="font-size: 10.0pt; line-height: 13.0pt;">, as shown in the images below:</span> </p> <p align="left"> <span><img class="confluence-embedded-image image-center" width="500" src="http://tdn.totvs.com/download/attachments/142813148/ImagemSub.PNG?version=1&modificationDate=1403617251000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/ImagemSub.PNG?version=1&modificationDate=1403617251000&api=v2"></span> </p> <p align="left" style="text-align: center;"> <span><strong>Figure 3.10 - Start default request</strong></span> </p> <p align="left" style="text-align: center;"> <span><strong><br /></strong></span> </p> <p align="left"> <span> </span> </p> <p> <img class="confluence-embedded-image image-center" width="500" src="http://tdn.totvs.com/download/attachments/142813148/ImagemSub.PNG?version=1&modificationDate=1403617251000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/ImagemSub.PNG?version=1&modificationDate=1403617251000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.1 - Start default request</strong> </p> <p style="text-align: center;"> </p> <p>To start a new process, select the same startup screen. A new process will be created.</p> <p>In this process, you can create activities and forward them to be executed by other users, as well as track the status of these activities, according to the flow described in previous topics.</p> <p> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A4%3A47.png?version=1&modificationDate=1403629353000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A4%3A47.png?version=1&modificationDate=1403629353000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.2 - Default process</strong> </p> <p> </p> <p> To see how the default task list process was modeled. simply access the <strong>Process</strong> at startup of the process. Default activities are: </p> <p> <strong>Create Task List</strong>: At startup of the process, the user is asked to provide a title and description of the process. In this activity, there is the option to create tasks and forward them to other users. If the user does not create any activity, the process is forwarded directly to the <strong>Applying the Solution</strong> activity. </p> <p>For this activity, a standard form that enables the creation of forms was created, as shown in the image. As with all items of the default process, this form can be edited; however, the status and note fields cannot be deleted, as they are required for the correct execution of the process.</p> <p> <strong style="text-align: center;"><br /></strong> </p> <p style="text-align: center;"> <strong><img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2818%29.PNG?version=1&modificationDate=1403542563000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2818%29.PNG?version=1&modificationDate=1403542563000&api=v2"><br /></strong> </p> <p style="text-align: center;"> <strong>Figure 3.3 - Default Form.</strong> </p> <p> </p> <p> <strong>Solution</strong>: In this automatic validation, activities created are validated; if there is a list of tasks to be created, the process is forwarded to the <strong>create tasks</strong> activity. </p> <p> <strong>Create tasks</strong>: In this activity, the user can manage tasks already created, in addition to creating new tasks or canceling tasks that have not been carried out. Upon completion of all tasks, the process can be forwarded to the next activity. </p> <p> <strong>Apply the solution</strong>: In this activity, the user will apply the solution and conclude the process. </p> <p> </p> <p>This process will be made available to all users during the installation of version 1.3 of Fluig, and may be edited according to customers’ need.</p> <p>Because it is a default process, it is already modeled on Fluig, but can be changed when necessary through the configuration process.</p> <p>In addition, a custom filter is also created in the Task Central of all registered users. This filter is a quick access to all of the user’s pending tasks. If desired, it can be removed by the user.</p> <p> </p> <p>Now that you've checked the composition of standard process for the List Tasks, monitor the details of the form to fill out the Task List.</p> <p> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A1%3A52.png?version=1&modificationDate=1403629178000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A1%3A52.png?version=1&modificationDate=1403629178000&api=v2"> </p> <p style="text-align: center;"> <strong style="text-align: center;">Figure 3.4 - Default Form</strong> </p> <p> </p> <p> <strong>Form fields</strong> </p> <p> <strong style="font-size: 10.0pt; line-height: 13.0pt;">Subject</strong><span style="font-size: 10.0pt; line-height: 13.0pt;">: description of the subject to be addressed in the tasks.</span> </p> <p> <strong>Details</strong>: additional information about the task. </p> <p> <strong>Date</strong>: Task creation date. </p> <p> <strong>Conclusion date</strong>: Task conclusion date. </p> <p> <strong>Add Tasks</strong>: When clicking on this button, new fields will open for the creation of tasks, allowing the creation of as many tasks as needed. </p> <p align="left"> <strong> </strong> </p> <p align="left"> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A14.png?version=1&modificationDate=1403629200000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A14.png?version=1&modificationDate=1403629200000&api=v2"> </p> <p align="left" style="text-align: center;"> <strong style="text-align: center;">Figure 3.5 - Default form</strong> </p> <p align="left"> </p> <p align="left"> In the above image, the user registered the <strong>Produt Plan</strong> task, in which its action requires that the <strong>Definition of Scope</strong> task be concluded. </p> <p align="left">When clicking Send, requests will be initiated for the task list and for the action to be executed.</p> <p align="left">In this example, since the user who created the Task List is the same user who will execute the action, he can monitor two different requests in his/her task central, in Tasks to be Concluded, as shown in the image below.</p> <p align="left"> <strong> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A42.png?version=1&modificationDate=1403629228000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A42.png?version=1&modificationDate=1403629228000&api=v2"></strong> </p> <p align="left" style="text-align: center;"> <strong>Figure 3.6 – Task Central.</strong> </p> <p align="left"> </p> <p align="left"> <strong>Requester</strong> </p> <p align="left">By clicking on the request from the list of tasks plan of action, the requester may follow the progress of actions and can create or remove registered actions.</p> <p align="left"> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A51.png?version=1&modificationDate=1403629237000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A2%3A51.png?version=1&modificationDate=1403629237000&api=v2"> </p> <p align="left" style="text-align: center;"> <strong style="text-align: center;">Figure 3.7 - Task List Process</strong> </p> <p align="left"> </p> <p align="left"> <strong>Assignee</strong> </p> <p align="left">By clicking on the action request on the task list Definition of Scope, the assignee may change the request status to ‘Conclude’ or ‘Rejected’, insert a note and send the request to its end status.</p> <p align="left"> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A3%3A7.png?version=1&modificationDate=1403629254000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A3%3A7.png?version=1&modificationDate=1403629254000&api=v2"> </p> <p align="left" style="text-align: center;"> <strong style="text-align: center;">Figure 3.8 - Task List Process</strong> </p> <p align="left"> </p> <p align="left"> The task list must be forwarded to the <strong>Apply Solution</strong> activity, the details of the task list will be displayed and the request will be closed when it is sent to <strong>Immediate termination of the process</strong>. </p> <p align="left"> <img class="confluence-embedded-image image-center" src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A3%3A22.png?version=1&modificationDate=1403629268000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/image2014-6-24%2014%3A3%3A22.png?version=1&modificationDate=1403629268000&api=v2"> </p> <p align="left" style="text-align: center;"> <strong style="text-align: center;">Figure 3.9 - Task List Process</strong> </p> <p> </p> <p> </p> <h3 id="GestãodeListadeTarefas-ConfiguraçãoeexecuçãodesubprocessosAdHoc">Configuring and executing Ad Hoc subprocesses</h3> <p> In addition to using the default task list process, you can also use Ad Hoc subprocess activity in other workflow processes.<span> </span> </p> <p>The task list consists of a set of activities that are defined during the execution of the process. In this process, the user must be able to define what will be done, the task assignee, in addition to defining when the task should be executed.</p> <p>In workflow process modeling, the task list feature is illustrated through the Ad Hoc subprocess activity.</p> <p style="text-align: left;"> When creating a <em>workflow</em> process, include the <em>Ad Hoc</em> subprocess activity in your process, providing the input and output flow required for the proper execution of the process. The <em>Ad Hoc</em> subprocess can be included without an initial activity; however, a final activity must be added. <br />In this example, we’ll create a process for a scope definition meeting, starting directly with the <em>Ad Hoc</em> subprocess, and with an activity to evaluate the results after the tasks are executed. </p> <p> </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/01.PNG?version=2&modificationDate=1399052406000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/01.PNG?version=2&modificationDate=1399052406000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.10 - Process template with Ad Hoc subprocess</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <p> To set an <em>Ad Hoc</em> subprocess as an initial activity, edit the activity properties, and select the option "Initial Activity". </p> <p> </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2820%29.png?version=1&modificationDate=1403541378000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2820%29.png?version=1&modificationDate=1403541378000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.11 - Ad Hoc subprocess properties screen</strong> </p> <p> </p> <p>After saving and releasing a new version of the process, it will be available for execution.</p> <p> </p> <h5 id="GestãodeListadeTarefas-Criarnovasolicitação">Creating a new request</h5> <p> On the <strong>Create a Request</strong> screen, select the process created. Since the <em>Ad Hoc</em> subprocess was checked as an initial activity, the creating activities screen will open. Create as many activities as necessary, always selecting the assignee for execution and the deadline. </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2826%29.PNG?version=1&modificationDate=1403541415000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2826%29.PNG?version=1&modificationDate=1403541415000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.12 - Task configuration screen</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <p>After creating all required activities, click on the "Send" option. The selected activity will be "Create Activities". Therefore, activities will be created and notifications will be sent to the assigned users. A notification will be sent with the request number through which the execution will be monitored.</p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/09.PNG?version=1&modificationDate=1399052405000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/09.PNG?version=1&modificationDate=1399052405000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.13 - Sample notification sent to user</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <h5 id="GestãodeListadeTarefas-Acompanhamentodassolicitações">Monitoring requests</h5> <p> The user who created the activities may monitor execution through the <strong> Task Center </strong>. To do so, select the "Tasks to Conclude" from Task Central, and select the request related to the process.<br />In this example, no activity has been executed so far. Therefore, both requests are displayed with the "In Progress" status. </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2824%29.PNG?version=1&modificationDate=1403541536000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2824%29.PNG?version=1&modificationDate=1403541536000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.14 - Task configuration screen</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <h5 id="GestãodeListadeTarefas-Remoçãodesolicitações">Request removal</h5> <p> If necessary, you can create or remove requests through the monitoring screen.<br />In this example, we will remove the request sent to user B and create a new request to the Administrator user.<br />To remove a request, click the "X" button to the left and confirm the deletion. </p> <p> <span style="font-size: 10.0pt; line-height: 13.0pt;">The activity remains displayed on the screen for historical purposes, but its status is updated to "Canceled".</span> </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2812%29.PNG?version=1&modificationDate=1403541638000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2812%29.PNG?version=1&modificationDate=1403541638000&api=v2"> </p> <p style="text-align: center;"> <span style="text-align: left;"><strong>Figure</strong></span><strong> 3.15 - Status of requests</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <h5 id="GestãodeListadeTarefas-Incluirsolicitação">Add request</h5> <p>To create a new activity, repeat the previous procedure, select "Add Activity" and "Send".</p> <p>By creating an activity and clicking on "Send", consequently a new request is created.</p> <p> </p> <h5 id="GestãodeListadeTarefas-Executandoumaatividade">Executing an activity</h5> <p> After creating the activities, a new task is displayed in the <strong>Task Central</strong> of the user assigned to the activity.<br />When selecting this activity, the following screen will be displayed </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2827%29.PNG?version=1&modificationDate=1403541724000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2827%29.PNG?version=1&modificationDate=1403541724000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.16 - Task execution form</strong> </p> <p style="text-align: center;"> </p> <p> In this screen, the user can add comments and change the status of the activity, between concluded and rejected, in addition to general information on the process and activity.<br />In this example, we will conclude the request. To conclude the activity, click send, on the sidebar. </p> <p> </p> <h5 id="GestãodeListadeTarefas-Finalizandoaatividade">Finishing an activity</h5> <p>We now return to the monitoring requests screen.</p> <p> In this screen, we can see the notes posted on activities. To do so, position the mouse over the desired activity, and click on the "+" sign that will appear on the right-hand side.<br /> <br /> </p> <p style="text-align: center;"> <img class="confluence-embedded-image" width="500" src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2811%29.PNG?version=1&modificationDate=1403541771000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/fluig_1_3_0%20%2811%29.PNG?version=1&modificationDate=1403541771000&api=v2"> </p> <p style="text-align: center;"> <strong>Figura 3.7 - Updated status of activities and t<strong style="text-align: center;">ask details</strong></strong> </p> <p style="text-align: center;"> <strong><strong style="text-align: center;"><br /></strong></strong> </p> <div class="aui-message warning shadowed information-macro"> <p class="title">Note</p> <span class="aui-icon icon-warning">Icon</span> <div class="message-content"> <p>Please note that activity two, canceled earlier, has an automatically populated note.</p> </div> </div> <p style="text-align: left;"> <span style="font-size: 10.0pt; line-height: 13.0pt; text-align: left;">When all the required activities are concluded, we can give continue the process, selecting the next activity in the sidebar and selecting the option send.</span><strong><br /></strong> </p> <p>In this example, we will send to the results evaluation activity and close the meeting.</p> <p> <img class="confluence-embedded-image image-center" width="500" src="http://tdn.totvs.com/download/attachments/142813148/13.PNG?version=1&modificationDate=1399052406000&api=v2" data-image-src="http://tdn.totvs.com/download/attachments/142813148/13.PNG?version=1&modificationDate=1399052406000&api=v2"> </p> <p style="text-align: center;"> <strong>Figure 3.09 - Conclusion of process</strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <p style="text-align: center;"> <strong><br /></strong> </p> <p> </p> </div> |