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Task Management

You can manage CA Process Automation tasks by designing user interaction forms to enable users to control tasks or provide custom input. On the Operations page Task List or the Home page My Tasks list, right-click a task to:

Reply

Modify the process in some way using a form in the Reply dialog. For example, you can change field parameters or values before clicking Finish to complete the task.

Take

Temporarily assign yourself complete ownership and responsibility for the pending task.

Return

For tasks with a status of Taken only, releases your exclusive ownership of the task. The task is returned to its designated assignee or delegate users or groups.

Delegate

Assign the task to a secondary user or group, known as a delegate.

Transfer

Assign the task to a different assignee.

Open Process Instance

View the task in the context of the parent process instance and review the process design.

Refresh

Update the task list with the latest changes from all users and system activity.

Properties

View more information about the task including its description, due date, status, and its assignees and delegates.