What is Task Manager in Workflow Module?

What is Task Manager under Workflow module in Admin Portal?

What are benefits & features provided by this module?

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A Task Manager is a central component of workflow manager that manages and oversees the execution of tasks and task groups on the basis of different events in system.

Task Group: A predefined sequence of tasks or steps that represents a business process. It defines the logical flow of activities, dependencies, and conditions required to complete a specific objective.

Task: A specific unit of work or activity within a Task Group. Tasks represent individual steps that need to be performed to accomplish a larger goal. They can include actions such as data entry, document approval, decision-making, or communication.

Task Status: The current state or condition of a task within a workflow. It indicates whether a task is pending, in progress, completed successfully, or closed due to failure. The task status helps track the progress and status of each task. Each Task Status is categorized in one of the below category:

  • OPEN: Indicates that a task is yet to be started or assigned.
  • WIP: Indicates that a task is currently being worked on or is in progress.
  • Successfully Closed: Indicates that a task has been completed successfully and all required actions have been performed.
  • Failure Closed: Indicates that a task has been closed due to failure or inability to complete it successfully. This may require additional actions or resolution.
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The Workflow Manager is a module that streamlines workflow processes. It simplifies the management of tasks, task groups, task statuses, and their associated events. Additionally, it allows for pre-conditions, access control, and the implementation of a Maker/Checker concept to ensure efficient and secure workflow management.

Benefits:

  • Task and Workflow Organization: Define and manage task groups, individual tasks within task groups, and task statuses, creating a structured and logical workflow system.

  • Event and Task Mapping: Specify how tasks and task statuses should change when particular events occur, providing a dynamic workflow.

  • Pre-Conditions: Set pre-conditions that must be met before updating a task status in response to an event. Pre-conditions can be based on APIs, input rules, or task-specific rules, ensuring that task changes occur under specific conditions.

  • Access Control: Manage access control to task status changes for employees, employee groups, roles, and locations.

  • Maker/Checker Concept: Implement a dual-verification process for changes to workflows, enhancing data accuracy and security. One user proposes changes (Maker), while another reviews and approves them (Checker).

  • Standard APIs: Expose standard APIs for workflow and access control, facilitating integration with other systems and applications.

  • User-Friendly Interface: Provide a user-friendly interface that simplifies the management of tasks, workflows, and access control, making it accessible to both technical and non-technical users.

Features:

  • Task and Task Group Definition: Create and manage task groups, tasks within task groups, and set task statuses to design an organized workflow structure.

  • Event and Task Mapping: Define how tasks and task statuses change when specific events are triggered, allowing for dynamic workflow behavior.

  • Pre-Conditions: Set pre-conditions based on APIs, input rules, or task-specific rules to control when task status updates are allowed.

  • Access Control: Manage access control to task status changes by specifying permissions for employees, employee groups, roles, and locations.

  • Maker/Checker Concept: Implement a dual-verification process to ensure that proposed workflow changes are reviewed and approved by multiple users for data integrity.

  • Standard APIs: Expose standard APIs to enable integration with external systems and applications for seamless workflow management.

  • User-Friendly Interface: Provide an intuitive interface designed to make the management of workflows, tasks, and access control accessible to all users.

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