Tasks & the end-user experience

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The Tasks page

When a workflow parks at a node with task transitions, those tasks appear in the Tasks page in the main navigation — the inbox for everything the signed-in user is allowed to act on. Tasks gated to specific user groups are only visible to members of those groups. The page follows the familiar three-panel search layout: Everywhere in the Tasks page, workflows and steps appear by their display names — internal identifiers never surface to end users.

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Completing a task

A task is a button configured by the workflow author — with a label, a color (primary, neutral, or critical), and optionally an icon.

• One-click tasks open a short confirmation dialog.
• Form tasks open a dialog with the fields the author defined — text, number, checkbox, or date — with required fields marked. Validation errors appear inline under the matching field.

Completing the task fires the workflow’s transition: any transition actions run and the instance moves to the next step. The task then disappears from everyone’s list. If two people act on the same task at the same time, the first completion wins; the second user is told the task was already completed and the list refreshes.

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Workflow badges in search results

Documents and WorkView objects that are currently in a running workflow carry a small badge on their icon in search results (with a count when the item is in several workflows). Hovering shows, for each workflow, the workflow name and the step the item is currently on — so a caseworker can tell at a glance whether a document is already being handled, and where it is in the process.

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