Identifying tasks that need to be completed
Task inbox
If your company uses workflows to manage business processes, you might be assigned tasks to complete based on your role.
You can see the tasks that are assigned to you from the following locations:
- The Task inbox card on your home page. Click the Assigned to you section to go to the Assigned to you tab on the Task inbox page.
- The Task inbox page.
If a task is assigned to you and several other people, click Claim task to let the other assignees know that you are working on the task.
The task should include any information that you need to complete the task.
Batch actions
- They use the same version of the same template. Note that template versions might change with any upgrade of watsonx.data™ intelligence.
- They use the same task within the same template.
- They require the same action.
You can only select from the tasks that are listed on the current page, batch select doesn't work across pagination. Up to 50 tasks can be selected in one batch.
- Go to the Assigned to you tab in your task inbox, and click the
checkboxes for the tasks that you want to process.
If the list of available tasks is long, you can use the filter to only show similar tasks, for example, select a request type or a task type.
When you select the first task, a Select batch checkbox is displayed on the top of the task list. All remaining tasks on the page that are compatible are selectable. The remaining ones are greyed out. You can click Select batch to bulk select all compatible tasks, or select them one by one using the task checkbox.
The selected tasks are listed in the main panel.
- Click one of the available actions in the main panel to process the selected tasks.
Watch this video to see how to launch and process workflow tasks:
This video provides a visual method to learn the concepts and tasks in this documentation.