Monitoring workflow tasks (Watson Knowledge Catalog)

Monitoring task status

To view the task status statistics:

1. Log in to the Cloud Pak for Data web client.
2. From the navigation menu, select Administration > Workflows.
3. Click Task status.

The Task status page shows a list of all active workflow tasks and a graphical overview by task status. Overdue tasks and tasks at risk (due in the next 2 days) are highlighted.

The task list can be filtered by the task ownership status (claimed, unclaimed), urgency status (overdue, at risk, normal), workflow type, and assignee. Click any task title to open the task details view, similar to the view in the task inbox.

By default, if you have the Manage workflows permission, you can also see the Task monitoring card on your home page. However, this card might not be available if:

• You don't have any active workflow tasks.
• Your IBM Cloud Pak for Data administrator disabled the Task monitoring card.

The Task monitoring card shows you how many tasks are:

Overdue

This information is displayed only if there are overdue tasks.

Due in the next 2 days

This information is displayed only if there are tasks that are due in the next 2 days.

Active

The total number of all active tasks.

If you click the Task monitoring card, the Task status view opens.

Managing task ownership

When a task is created, owners are assigned and the task shows up in their inbox. Each assignee can claim a task. When the task is claimed, it disappears from the task inbox of the remaining assignees. The owner can now work on the task.

If the task is claimed but the owner is not available to work on it, you can return the task to unclaimed. Other assignees can then see it in their task inbox:

1. Log in to the Cloud Pak for Data web client.
2. From the navigation menu, select Administration > Workflows.
3. Click Task status.
4. From the table, select the claimed tasks that you want to set to unclaimed. You can use the filter to narrow down the results.
5. Click Set to unclaimed at the top.

If the task is blocked because the assignee is not available, you can also filter out the tasks with a specific assignee in the Task status page and add more assignees to them.

1. Click the filter icon.
2. In the Assignee section, click Select assignee and find the required user.
3. Click apply filter.
4. Select the tasks from the table and click Add assignees. The new assignees are added in addition to the existing assignees. Users are notified and the unclaimed task shows up in their inbox immediately. However, if the task was already claimed by a user, it will not be visible to other users until it's unclaimed.

It might happen that the user group or category role configured for the workflow has no members, and the task is not assigned to any users and can't be processed. You can use the filter in the Task status page to select only the tasks that have no assignee and then add new assignees to such tasks.

Learn more

• Workflows for governance artifacts
• API documentation: Workflow user tasks

Parent topic: Managing workflows