Working with ProcessMaker Tasks (How-to)

1. Log into ProcessMaker. See Logging into ProcessMaker (How-to) for assistance.
2. Click on Tasks from the top menu to navigate to the Tasks view.
3. Click on the Self Service icon in the left navigation bar. This should display a list of any tasks that you currently have permission to claim and complete. Please see Claiming a Self Service Task (How-to) for assistance with claiming Self Service tasks.

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. The task form should be grayed out if you have not claimed the 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.

     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.

 

 

     3. Choose the appropriate User to reassign the task. Clicking REASSIGN completes the reassignment of the task to the new user.