2 Tasks
This topic describes the various features available in Tasks menu.
Tasks menu has multiple sub-menus such as Business Process Maintenance, Finance, Instruments, Recon and Payment, Refund, and Search. The user can access sub-menus based on their access rights. Each sub-menu segregates tasks into the following categories:
- Completed Tasks: This menu displays the tasks which have recently completed a stage in a process by the current user. This menu does not display completed tasks of all stages but displays only those of the latest stage.
- Free Tasks: This menu displays the tasks which have not yet been acquired by any user and are accessible to the current user.
- Hold Tasks: This menu displays the tasks which have been placed on hold by the current user.
- My Tasks: This menu displays the tasks acquired by the current user from the Free Tasks menu.
This topic contains the following subtopics:
- Business Process Maintenance
This topic describes the systematic instruction to create the workflows. - Finance
This topic describes the systematic instruction to view the list of the various tasks under Finance. - Instruments
This topic describes the systematic instruction to view the list of the various tasks under Instruments. - Recon and Payment
This topic describes the systematic instruction to view the list of the various tasks under Recon and Payment. - Refunds
This topic describes the systematic instruction to view the list of the various tasks under Refund. - Search
This topic describes the systematic instruction to search for the task(s) with the various filters.