Opening tasks

When you open a task from your To Do list, if your list is shared, you can lock the task to prevent another user who has access to your list from working on the task.

1. On the To Do page, in the left pane, select your individual To Do list. All of your tasks are displayed in the main pane.

   You can filter the tasks by selecting the process type within the To Do list. You can select Show All to view all the tasks in the To Do list again.

2. If necessary, lock your task by performing one of these steps:

   • In card view, pause the pointer over the card and click the lock button . A lock icon appears next to the process name on the card.

   • In list view, click the task to select it and then click the lock button at the bottom of the list. A lock icon appears next to the process name in the list.

   You can also lock or unlock a task on the Task Details tab when the task is open.

3. Open the task by performing one of these steps:

   • If you are in card view, click the task.

   • If you are in list view, double-click the task.

When you open and claim a task from a group or shared list, the task is moved from the group or shared list into your individual To Do list. Other users with access to the list are prevented from working on the task.

1. On the To Do page, in the left pane, select a group or shared To Do list. All the tasks are displayed in the main pane.

   You can filter the tasks by selecting the process type within the To Do list. You can select Show All to view all the tasks in the To Do list again.

2. Perform one of these steps:

   • To claim a task, without opening it, from a group or shared To Do list, click Claim this task and make it your own on the task card or below the task list. The task moves from the group or shared To Do list to your list.

   • To claim and open a task from a group or shared To Do list, click Claim and open this task.

You can also open tasks by searching for them using search templates that the Workspace administrator sets.

If you use a search template, the search results contain only the tasks in your list that meet the search criteria.

1. On the To Do page, in the list on the left, select Search Templates.

2. Select a search template.

3. Fill the fields in the template to narrow the search parameters, and then click Search.

   Note: If the search template has a defined layout for the search results, it overrides your user preferences for column headings.