Task Inbox

The task inbox shows work items assigned to the current user or relevant groups.

Tasks may represent approvals, checks, corrections, accounting work, document review, or follow-up actions.

What Is a Task?

A task is a work item that asks a user or group to do something with a document or business object.

Typical tasks include:

• review a document,
• correct metadata,
• approve an invoice,
• check accounting data,
• answer a clarification,
• complete a follow-up action,
• handle an error or exception.

Personal and Group Tasks

Tasks can be assigned directly to a user or indirectly to a group.

Task type	Meaning
Personal task	Assigned to one user. Usually only this user or a valid substitute can process it.
Group task	Assigned to a role or group. Several users may see it, depending on permissions.
Module task	Created by a module such as Invoice, Contracts, or Portal.
System task	Created by automation or import processing.

Task Information

A task usually shows:

• title or document name,
• document type,
• status,
• responsible user or group,
• due date,
• priority,
• client or mandate,
• last change date,
• available actions.

The exact columns depend on the module and configured view.

Opening a Task

Open a task to inspect the document, metadata, comments, preview, and available decisions. A task is normally completed only after the user chooses a workflow action or saves a required correction.

Simply opening a task does not usually complete it.

Why a Task May Be Missing

If an expected task is missing, common reasons are:

• the task is assigned to another user,
• the task is assigned to a group the user does not belong to,
• the user lacks the client or mandate role,
• the task is already completed,
• the document is in a different status,
• filters hide the task,
• substitution is not active or not configured for task visibility,
• the task has not been created yet because processing is still running.

Working Efficiently

Use filters and sorting to focus on:

• due tasks,
• overdue tasks,
• tasks assigned to you,
• tasks assigned to your group,
• high-priority items,
• tasks for a specific client or module.

For larger teams, dashboards and task lists should be reviewed regularly so blocked items do not remain unnoticed.