Working with ProcessMaker Tasks (How-to)

ProcessMaker assigns tasks to individuals or groups to complete a step in a Business Process. ProcessMaker tasks include approvals, reviews, or work tasks. Below, see how to view your tasks, claim a Self Service task, and reassign a task to another person.

1. Viewing Your Tasks

1. Viewing your individually assigned tasks

  1. Log into ProcessMaker via myDrake.
  2. Click on Tasks.
Click on the Tasks tab

2. Viewing your tasks assigned to a group (Self Service Tasks)

  1. Log into ProcessMaker via myDrake.
  2. Click on Tasks.
  3. Click on Self Service.
Click on Tasks, then Self Service

2. Claiming a Self Service Task

1. Claiming your Self Service task

  1. When viewing a Self Service task, click on Claim Task at the top of the screen.
    1. NOTE* You must click Claim Task before you're able to submit your task.

3. Reassigning a Task

1. Reassign a task

  1. You must be logged into the ProcessMaker platform in order to reassign a task. Log into ProcessMaker via myDrake and click on Tasks.
    1. NOTE* If the task is a Self Service task, you must first claim the task before reassigning it.

Click on Tasks and select the desired task to reassign

     2.Select the task that you wish to reassign. Click on Reassign on the right-side of the screen.

NOTE* Not all tasks have the ability to be reassigned. If the button does not appear, you are not allowed to reassign the task.

 
Click Reassign
     3. Choose the appropriate User to reassign the task.
Pick Correct User from Drop Down

Details

Article ID: 152421
Created
Tue 8/1/23 2:16 PM
Modified
Wed 9/6/23 8:15 AM