Task Details in Nano
The Task Details window enables you to view a task, update a task, reject or approve and approval task, or close a task.
Find a task involves using the Search or Outstanding windows, or by typing the number into the Quick Search.
Updating a task can involve changing values in fields, such as the Priority or Type, adding comments, changing the status, or assigning to an analyst or group, and finally saving the changes.
Approving or rejecting an approval task involves changing the Status field to a
Closing a task involves changing the value in the Status field to a closure status configured by the System Administrator, updating field values as needed, adding closure comments, and finally saving the changes.
Useful overview information can be found in Working with Tasks in Nano
Using the Task Details Window
Before you start
To view tasks, Workflow Analyst must be selected in the Shared tab of your Workflow Management Security Role.
To complete approval tasks, Approver must be selected in the Tasks tab of your Workflow Management Security Role.
The task details window is made up of two sections:
- The Toolbar contains options for performing actions and display important information, such as SLM agreement event statuses.
- The Toolbar where data for the task is entered and displayed.
Right-click anywhere in the details window to access actions, such as Save and Cancel, without needing to scroll to the bottom of the page.
The Toolbar
The tool bar contains icons that represent functions and provide information:
Use the report icon to save the task details to PDF. The PDF is saved or opened dependent on the browser settings. | |||||||||||||
Use the email icon to send an email from the task. | |||||||||||||
Use the Dependency Diagram icon to view a graphical display of all the tasks in the workflow. | |||||||||||||
SLM Indicators | The SLM indicators represent the status of SLM agreement events on the task. The color and symbols on the icons indicate the type of event and status of the event. Select an indicator to see escalation and breach times for the agreement. The SLM window expands from the right of the screen.
|
||||||||||||
Request Phase | The Request Phase is a graphical representation of the life cycle of the request. The current request phase is highlighted. Request Phases are configured in the Request Phases window, and mapped to Request Statuses in the Request Completion Statuses window in System Admin. |
The Task Details
There is no specific order in which you need to complete the fields. One or more fields may be mandatory depending on how your system has been configured. If you do not complete a mandatory field, the system will prompt you to complete the mandatory field when you try to Save.
Fields may vary depending on how the System Administrator has designed the screen. Only the standard fields are described.
Complete the fields.
Task Title | This field is automatically populated with the task title from the workflow template. You can overwrite the text if you wish. | ||||||||||||||||||
Task Type | Select to display the list of task types and select the required type of the task. | ||||||||||||||||||
Priority | Select to display the list of priorities and select the required priority of the task. | ||||||||||||||||||
Task Status |
The Task Status field is used to denote the status of the task. Select to display the list of statuses. Statuses can also perform a function on the task, such as close the task, stop the clock on the linked service level agreement (SLA), start the clock on the SLA, or resume service on the SLA. These functions must be configured for the Task Statuses by the System Administrator. Images may appear beside the statuses, if configured by the System Administrator, to denote the function each status may perform on the task. The images and the function they may denote:
Selecting a status that is not configured with the Stop Clock function, will start the SLA clock; this excludes statuses configured with Service Resume and Close. Check with your System Administrator to learn what states are associated with the Task Statuses configured for your vFire system. |
||||||||||||||||||
Request Services |
This field is automatically populated with the Service(s) selected on the request. To add a service to the task, start keying in the service title; after three characters are entered records will be displayed beneath the field, updating as more characters are entered. Select a service from the list. View the service details by one-clicking its name. Details are displayed in a window to the right of the task screen. Update the service details by double-clicking its name. Details are displayed in window over the task screen. Complete the details and press Save, or Cancel to cancel all changes.Remove a service from the request by pressing the beside the name. |
||||||||||||||||||
Request CIs |
This field is automatically populated with the Config Item(s) selected on the request. To add a config item to the task, start typing the title of a Config Item; after three characters are entered records will be displayed beneath the field, updating as more characters are entered. Select a config item from the list. View the config item details by one-clicking its name. Details are displayed in a window to the right of the task screen. Update the config item details by double-clicking its name. Details are displayed in window over the task screen. Complete the details and press Save, or Cancel to cancel all changes.Remove a config item from the request by pressing the beside the name. |
||||||||||||||||||
Assigned To | Use this field to assign the task to another analyst or group. Start keying in the name; after three characters are entered records will be displayed beneath the field, updating as more characters are entered. Select the analyst or group from the list. | ||||||||||||||||||
Description | This field is automatically populated with the task description from the workflow template. You can overwrite the text if you wish. | ||||||||||||||||||
Task Attachments |
Expand the section to see objects attached to the task. Attach objects by pressing , then navigate to the folder containing the file, select it, and press the Open button to attach it. The selected object appears on the task. Remove objects by pressing the beside the object name. |
||||||||||||||||||
History | Expand the section to see the task history, with a list of all of the actions taken on the task. Scroll up and down within the history section to see all history entries. | ||||||||||||||||||
Task Actions |
Expand the section to see fields for recording time spent on the task, the type of action, and to set a reminder .
|
||||||||||||||||||
Notes |
Use this tab to describe the actions taken on the task in as much detail as you wish. Once saved, this information will form part of the task history. To enlarge the text area, click on and drag downward; drag upward to reduce the height. |
||||||||||||||||||
Visible to User |
Select if you want users to view your notes in the task’s history on the Service Portal, select the Visible in Portal checkbox. Clearing this option is useful if you want to avoid disclosing private or sensitive information to users. This option is selected by default if the History Private option is selected in the Workflow Management Settings window of system admin. However, you can still clear the option if needed. |
||||||||||||||||||
Security |
Select a security profile to allow only analysts with that security profile to see your notes in the work item history in vFire Core or Nano. You can only see the security profiles to which you have access. If you do not have access to any security profiles, this field is not displayed. |
||||||||||||||||||
Password |
This field is only visible on approval tasks Type your password to approve or reject approval tasks. A password may not be required depending on the integrated security settings defined by the system administrator. |
Press to save the changes and close the window.
Press to cancel the changes and close the window.