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On this page
  1. Process Definition
  2. Process
  3. Cycle

My Activities

PreviousHow-To GuideNextCalculations

Last updated 7 months ago

Activities assigned to the user can be access through two interfaces : JustPerform web and JustPerform 365 Connector using Excel. This page will detail on access using JustPerform web.

More detail on accessing activities using JustPerform 365 Connector

Clicking the will direct user to My Activities page. It is also the user landing page. The my activities page will display all the activities assigned to the user. Each activity will display the details of the instance. Clicking on the activity will take user to the tasks assigned to them. An activity name, status and tasks icon will display on the level2 header. On clicking the icon will display the tasks and other details about the activity. This is similar to the Activities pane in JustPerfrom Excel add-in.

Access Tasks

Once tasks are completed, user can change the activity status of the task. Once submitted, new data cannot be saved to submitted tasks.

User can change the activity instance from the level2 header. Instance can be selected from the dropdown.

Validation

  • Anytime user update activity status (from Both Web and Add-in), system will mark as complete for all the existing Task in the Flow

  • As a consequence, if there is any Task which is currently configure with Validation check, system will also do validation check and prevent Submission of Instance if there is any Validation is not passed

Cycles can be selected from the dropdown on level2 header. By default, all cycles will be displayed. Cycle can be refreshed by clicking Refresh. User can search for activates from the cycles by typing in the activity name in

The select activity name will show in the level1 header, beside the icon. On the right of the level1 header, the Instance selection, version and time selection will be displayed first, followed by Activity status and the Activity panes, which will display the list of tasks, their status and activity details. Clicking on a task will direct user to item linked to the task.

In the Activity pane, user can view details like Cycle name, Activity name, version and time, Updated by, Updated at, Due date and list of Tasks. Completed tasks can be marked by checking the box beside them.

Task Details