From the Active Tasks user interface (UI), you can see running and completed tasks for active jobs, review tasks, and work tasks. To access the interface, click Active Tasks in the left navbar on the Itential Automation Platform (IAP) welcome page.
Figure 1: IAP | Active Tasks
Active Tasks UI
Task visibility in the Active Tasks UI is limited to running manual tasks the user is authorized to work or completed tasks in the active jobs list. Tasks are organized by username and the user's group membership. The difference between claimed and unclaimed tasks is shown in the images below. A description of each numbered element is provided in the reference table that follows.
Figure 2: Release a Claimed Task
Figure 3: Unclaimed Task Ready to Claim
Label | UI Element | Function |
---|---|---|
1 | Category Tabs | Show tasks for the relevant category: Available Tasks, My Tasks, Group Tasks, Scheduled. See the Task Categories section below for more information. |
2 | Task List | A list of running tasks the user is authorized to work. |
3 | View Workflow | Icon ![]() |
4 | Release Task | Icon ![]() |
5 | Work Task | Icon ![]() |
6 | Claim Task | Icon ![]() |
Task Categories
Descriptions for each task category are presented in the table below.
Figure 4: Task Categories
Category | Description |
---|---|
Available Tasks | Unclaimed, ready manual tasks the operator is authorized to claim and work. |
My Tasks | Claimed, ready, and yet to be worked manual tasks owned by the logged-in user. |
Group Tasks | Ready, yet to be worked, manual tasks the operator is authorized to work based on group membership. Shows both claimed and unclaimed tasks. |
Scheduled | Manual tasks the operator is authorized to claim currently waiting for their scheduled times. Also shows running automated tasks. |
View Available Tasks
When you access the Active Tasks interface from the IAP welcome page, the Available Tasks tab will open by default. From this tab, a list of running manual tasks in all currently active jobs is displayed.
To view an available task:
Click the View Workflow
button.
Figure 5: View Task Workflow
The workflow will open (in Job Manager) and the currently running task will be outlined in blue.
Figure 6: Workflow Visualization
Click Recenter in the title bar (upper-right) to visually center (align) the workflow on the canvas. This feature is useful if you need to return the workflow to its initial center point and zoom level on the canvas.
Click the Close
button to return to the Active Tasks list.
Claim or Release an Available Task
From the same Available Tasks tab, you can claim a task or release a running manual task.
To claim a task, click the Claim Task button.
- When you claim a task, the task becomes unavailable for others to claim and they can no longer see it from the Available Tasks view.
- Once you claim a task, your username will display under the Owner column.
- You will then see your claimed task under the Available Tasks and My Tasks tabs.
To release a task you have claimed and make it available to other users, click the Release Task button.
- You may do this from the Available Tasks or My Tasks tab views.
- The task will be removed from My Tasks and will display again in the Available Tasks list for other users to claim.
Work an Available Task
You can work a task in one of two ways.
Click the Work Task
button in the Actions column of the the Active Task interface. The task is automatically claimed and unavailable to others.
Figure 7: Active Tasks | Work Task
Alternately, click the View Workflow
button to open Job Manager and then click the Job Details tab. From the Job Details page, click the Work Task button.
Figure 8: Job Details | Work Task
Note: A user can only work a task they have claimed or created. Otherwise the task will need to be released before it can be worked by a different user.