Working with ProcessMaker Tasks (How-to)

ProcessMaker assigns tasks to individuals or groups to complete a step in a 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 assigned tasks

  1. Log into ProcessMaker. See Logging into ProcessMaker (How-to) for assistance.
  2. Using the Home dashboard, you can view your Tasks and Self Service Tasks in a single window.
    1. Self Service Tasks as tasks that are assigned to a group of individuals as opposed to a single individual.
Tasks and 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. You must click Claim Task before you're able to submit your task. The task form will be grayed out if you have not claimed the task.
    2. Once a Self Service Task is claimed, other users will not be able to access the task.

Claim Your Self Service 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.
  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.

 
Reassign Your Task
 
     3. Choose the appropriate User to reassign the task. Clicking REASSIGN completes the reassignment of the task to the new user.
Pick Correct User from Drop Down
Print Article

Related Services / Offerings (1)

ProcessMaker Issue
Use this service to report an issue with ProcessMaker.