Tasks

The Tasks page provides a unified view of all actionable items assigned to you across the entire DocView Web platform. This includes workflow tasks, PO approval requests, expense claim reviews, supplier approvals, and any other items that require your attention.

Viewing Your Tasks

Click Tasks in the left sidebar to open the task panel. The interface is highly responsive and supports custom user themes (Light, Dark, and Blue) to ensure optimal readability. Tasks are displayed in an accessible card layout with the following details:

• Task title – A clear description of what needs to be done.
• Task Type – Indicates the process, such as Workflow, Doc Exception, or Doc Verification.
• Due Indicator – Highlights urgency with a "Due in X days" indicator (shown in red for emphasis).
• Task Code / View ID – A unique identifier for the specific document or invoice involved.
• Source module – Which module generated the task.
• Priority – The urgency level of the task.

Acting on Tasks

Click any task to navigate directly to the relevant page (document record, PO detail, expense claim, etc.) where you can take the required action. Once you complete the action, the task is automatically removed from your list.

Refreshing the Task List

Click the Refresh button at the top of the task panel to reload the list with the latest tasks. This is useful if you are expecting a new task that was just assigned to you.

INFO

The number of pending tasks is shown as a badge on the task icon in the navigation bar, so you can see at a glance how many items await your attention.