Tasks (Graphical) Page for a Route

This page shows the route tasks graphically. The graphical view shows how tasks fit sequentially into the route, where the route currently is within the sequence, who owns the task, and actions taken on tasks that have been completed.

To access this page:


  1. Locate the route or route template. See Routes Page or Route Templates Page.
  2. From the Routes page, click the Name of the route.
  3. From the page toolbar for the route, click Categories > Tasks (Graphical).



The columns show the task sequence. The first column shows tasks that were assigned with order number 1, the second column shows tasks assigned order number 2, etc. Each column can contain multiple tasks. The column containing tasks in progress is highlighted with an arrow below the column. If the tasks exceed the visual area, you can use the scroll bars to view additional tasks.

Task Detail Description
Assignee User who is responsible for completing the task. You may see a group or role name for future tasks or for tasks in the current sequence that have not yet been accepted. Once a member of the group or role accepts the task, the graph shows the person name.

Click on the assignee name to view the Properties page and tree for that person.
Task name Name of the task specified when the route was created.
  • For current and completed tasks, click the task name to view the Task Properties/Content page. This is in view-only mode for everyone except the task owner, who has a page Actions menu with links for updating the assignee and completing the task. If a task in the current sequence is assigned to a group or role, members of that group or role can click the task name to see the Task Properties page and tree, and can accept the task.
  • For future tasks, click the task name to view the Task Properties page.
Action Under each task name is the action the assignee is required to perform: Approve, Comment, or Notify Only.
Approval Status On completed tasks only, the action taken (Approve, Reject or Abstain) is shown as a .gif image above the assignee's name and color coded.
  • Green. Task has been completed and approved.
  • Red. Task has been rejected.
  • Gray. Task has not been completed.