{"id":20288,"date":"2024-02-16T14:55:46","date_gmt":"2024-02-16T13:55:46","guid":{"rendered":"https:\/\/help.openbee.com\/open-bee-portal\/user-guide\/workflow\/workflow-monitoring\/task-tracking\/"},"modified":"2024-02-16T14:55:46","modified_gmt":"2024-02-16T13:55:46","slug":"task-tracking","status":"publish","type":"page","link":"https:\/\/help.openbee.com\/en\/open-bee-portal\/user-guide\/workflow\/workflow-monitoring\/task-tracking\/","title":{"rendered":"Task Tracking"},"content":{"rendered":"<div id=\"main-content\" class=\"wiki-content group\">\n<style type=\"text\/css\"><![CDATA[\/*<![CDATA[*\/ div.rbtoc1648215972943 {padding: 0px;} div.rbtoc1648215972943 ul {list-style: disc;margin-left: 0px;} div.rbtoc1648215972943 li {margin-left: 0px;padding-left: 0px;} \/*]]]]><![CDATA[>*\/]]><\/style>\n<div class=\"toc-macro rbtoc1648215972943\">\n<ul class=\"toc-indentation\">\n<li><a href=\"#Suividest%C3%A2ches-ListedesWorkflow\">List of Workflows<\/a><\/li>\n<li><a href=\"#Suividest%C3%A2ches-Listedest%C3%A2ches\">Task List&nbsp;<\/a><\/li>\n<\/ul>\n<\/div>\n<h1 id=\"Suividest\u00e2ches-ListedesWorkflow\">List of Workflows<\/h1>\n<p>Click on the &#8220;<strong>Workflow Workflow List<\/strong>&#8221; menu.&nbsp;<\/p>\n<p>At any given time, the workflow supervisor can have an accurate view of the number of documents in the validation circuit and at which stages they are:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907773-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907773-translated.jpg\"><\/p>\n<p>A simple click on the tooltip&nbsp; (green or red) gives it a precise&nbsp; status:<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907774-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907774-translated.jpg\"><\/p>\n<p>From this screen, they can perform the following maintenance operations:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907805-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907805-translated.jpg\"><\/p>\n<ul style=\"list-style-type: square;\">\n<li><strong>Changing Actors&nbsp;<\/strong>:&nbsp;&nbsp;<img decoding=\"async\" class=\"emoticon emoticon-warning\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/warning.png\" data-emoticon-name=\"warning\" alt=\"(warning)\">&nbsp;&nbsp;You must first change the actor in the &#8220;Actor&#8221; column, for the change to be effective.&nbsp;<\/li>\n<li><strong>Purge selection<\/strong>&nbsp;: Documents will exit the workflow with a &#8220;Declined&#8221; status.&nbsp;<\/li>\n<li><strong>Follow-up<\/strong> by email: the actors of the selected tasks will receive a reminder by email<\/li>\n<\/ul>\n<h1 id=\"Suividest\u00e2ches-Listedest\u00e2ches\">Task List&nbsp;<\/h1>\n<p>Click on the &#8220;<strong>Tasks<\/strong>&#8221; menu.&nbsp;<\/p>\n<p>This same information about a workflow is available in the &#8220;Task List&#8221; view:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907775-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907775-translated.jpg\"><\/p>\n<p>From this screen, a supervisor can perform&nbsp;the following maintenance operations:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907776-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907776-translated.jpg\"><\/p>\n<p>The &#8220;<strong>Validate<\/strong> &#8221; and &#8220;<strong>Decline<\/strong>&#8221; &nbsp;buttons allow you to process tasks in batches.&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"emoticon emoticon-warning\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/warning.png\" data-emoticon-name=\"warning\" alt=\"(warning)\">&nbsp;Only tasks assigned to the logged-in user can be processed.<\/p>\n<p>The &#8220;Export CSV <strong>Task List<\/strong>&#8221; button allows you to export the&nbsp; task list in CSV format:&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"confluence-embedded-image\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907805-translated.jpg\" data-image-src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2026\/03\/273907805-translated.jpg\"><\/p>\n<ul style=\"list-style-type: square;\">\n<li><strong>Changing Actors&nbsp;<\/strong>:&nbsp;&nbsp;<img decoding=\"async\" class=\"emoticon emoticon-warning\" src=\"https:\/\/help.openbee.com\/wp-content\/uploads\/2022\/03\/warning.png\" data-emoticon-name=\"warning\" alt=\"(warning)\">&nbsp;&nbsp;You must first change the actor in the &#8220;Actor&#8221; column, for the change to be effective.&nbsp;<\/li>\n<li><strong>Purge selection<\/strong>&nbsp;: Documents will exit the workflow with a &#8220;Declined&#8221; status.&nbsp;<\/li>\n<li><strong>Follow-up<\/strong> by email: the actors of the selected tasks will receive a reminder by email<\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>List of Workflows Task List&nbsp; List of Workflows Click on the &#8220;Workflow Workflow List&#8221; menu.&nbsp; At any given time, the workflow supervisor can have an accurate view of the number of documents in the validation circuit and at which stages they are:&nbsp; A simple click on the tooltip&nbsp; (green or red) gives it a precise&nbsp; [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":20272,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"templates\/ob-help-products.php","meta":{"footnotes":""},"class_list":["post-20288","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20288","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/comments?post=20288"}],"version-history":[{"count":0,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20288\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/pages\/20272"}],"wp:attachment":[{"href":"https:\/\/help.openbee.com\/en\/wp-json\/wp\/v2\/media?parent=20288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}