Tasks - Task Management

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Task Navigation 

To navigate to the Tasks page, follow these steps:

  1. After accessing Neostella, click the grid icon and select the Cases workspace.
  2. Navigate to the Tasks menu. The Tasks interface is displayed.

5 STEPS

1. After accessing Neostella, click the grid icon.

2. Then select the Cases workspace.

3. Navigate to the Tasks menu.

4. The Tasks interface is displayed.

5. That's it. You're done.

https://www.iorad.com/player/2671471/Cases---Tasks---Tasks-Navigation?iframeHash=watchsteps-1&lang=en



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PERSONAL Tab Interface

The PERSONAL page serves as the central dashboard for the user’s tasks, generated from Workflow Instances. Users can easily request, filter, visualize and manage their tasks here.

The following elements are displayed in the PERSONAL dashboard:

Element Description
  1. +REQUEST TASK
 Click this button to ask for a new task.

In the Filter Side Panel, the options to filter data in the dashboard are displayed. These elements are described below: 

Element Description
  1. Search task
 This field allows users to enter text to filter tasks based on the entered data.
  1. Group By

Organize tasks according to:

  • Task Status
  • Task Priority
  • Task Object
  1. Due Date
 Filter tasks that match the specified due date range according to a specific timeframe.
  1. 5.Type
  
  1. Context Name
 Organize tasks according to context.
  1. Priority

Filter tasks that match the selected priorities:

  • Highest
  • High
  • Medium
  • Low
  • Lowest

In the  Summary section are displayed summary cards with totalized metrics:

Element Description
  1. Summary Month DD YYYY - Month DD YYYY
Selects a date range to display the dashboard metrics and summaries according to a specific timeframe.
  1. Open Tasks

Total number of open tasks the user has assigned.


 
  1. Current Overdue Tasks
 Total number of current overdue tasks the user has assigned.
  1. Past Overdue Tasks
 Total number of historically past overdue tasks.
  1. Completed Tasks
 Total number of completed tasks by the user.
  1. Average Completion Time
 Average time (in hh:mm) that the user takes to complete a task.
  1. Status Table 

Collapsible/expandable sections containing a table of tasks grouped by status:

In Progress: The user is actively working on the task.

To Do: Tasks the user still needs to manage.

Snoozed: The user has temporarily postponed the task until a specified date and time. When the snooze period ends, the system automatically restores the task’s previous status.

Closed: The user has completed the task. A resolution code indicates how and why it was closed.

Completed: The task was resolved. 
  1. N Tasks
Displays the total number of tasks for the status. The warning icon is displayed when one or more tasks are due.
  1. Task Name
 Name of the task.
  1. Due Date
 Date by which the task must be completed.
  1. Priority
 Displays the task priority: Highest, High, Medium, Low, Lowest.
  1. Related Object
 Displays the object’s name associated with the task.

Tasks Management Side Panel

The Task Management Side Panel provides a clear, focused way for users to review, manage, and complete tasks.

When a user opens a task, a side panel expands to display all task details and available actions in one place. This panel acts as the  task resolution central workspace, allowing users to understand what needs to be done and take action immediately.

Key Benefits

  • Complete Task Visibility: The Task Management Side Panel displays all essential information in a single, clear view: Status shows the current progress of the task, Workflow indicates the workflow where the task was generated, and Assignee identifies who is responsible for completion. The task Type clarifies the nature of the task (such as Communication or Review), while Due Date and Priority highlight deadlines and urgency.
  • Action Ready Controls: The task Instructions provide guidance on what must be verified or completed, Snoozed allows the task to be temporarily snoozed and the Time Tracker enables tracking of time spent.
  • Task Resolution: The Resolve button allows the user to complete and close the task once all requirements are met. 
  • Persistent Context: The panel remains open while navigating other workspaces in Neostella.  It can be minimized or maximized at any time, preventing loss of context or progress.
  • Real Time Awareness: Automatic notifications alert users whenever a new task is assigned, reducing the risk of missed or delayed actions.
  • Improved Efficiency and Accountability: The Task Management Side Panel supports faster decision-making, better focus, clear ownership, and consistent task resolution.

Task Management Panel Interface

The following elements are displayed in the Side panel:

 

Element Description
  1. Status

Displays the current task progress. The task status can be one of the following:

In Progress: The user is actively working on the task.

To Do: Tasks the user still needs to manage.

Snoozed: The user has temporarily postponed the task until a specified date and time. When the snooze period ends, the system automatically restores the task’s previous status.

Closed: The user completed the task. A resolution code indicates how and why it was closed.
  1. Workflow
 Displays the name of the workflow in which the task was generated.
  1. Assignee
 Indicates the user responsible for completing the task.
  1. Type
 Indicates the type of task.
  1. Due Date
 Date by which the task should be completed.
  1. Priority
 Indicates the current priority of the task: Highest, High, Medium, Low, or Lowest.
  1. Snoozed
 Allows the user to snooze the task.
  1. Time Tracker
 Allows the user to track the amount of time spent working on the task.
  1. Instructions
 Provide guidance on what must be verified or completed
  1. Cancel
 Cancels the task management and closes the Task Management panel.
  1. Resolve
 Clicks this button to resolve the task once the user

How to Resolve a Task

  1. In the Task dashboard, locate the task to manage and click on it.
  2. The Task Management panel is displayed.
  3. Click the RESOLVE button.
  4. Choose a Resolution Code (based on pre-set options).
  5. (Optional) In the Explain why the task is being closed with this type of resolution field, enter comments related to the task resolution.
  6. Then, click the RESOLVE button to complete the task resolution.

A notification displaying Task Resolved Successfully appears in the bottom-right corner of the screen, and the task status is updated to Completed.

9 STEPS

1. In the Cases workspace navigate to the Task menu.

2. In the Task dashboard, locate the task to manage and click on it.

3. The Task Management panel is displayed.
Click the RESOLVE button.

4. The Resolve Task modal window is displayed. Click the Choose a Resolution Code dropdown.

5. Then choose a Resolution Code. Remember, listed Resolution Codes are pre-set options.

6. (Optional) In the Explain why the task is being closed with this type of resolution field, enter comments related to the task resolution.

7. Then, click the RESOLVE button to complete the task resolution.

8. A notification displaying Task Resolved Successfully appears in the bottom-right corner of the screen.

9. That's it. You're done.

https://www.iorad.com/player/2671435/Cases---Tasks---How-to-Resolve-a-Task?iframeHash=watchsteps-1&lang=en



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