🗂️ Task Module Manual in AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2025-04-24

The Task module in AUTOMY helps you clearly and efficiently manage all your daily activities—whether they come from automated processes or are tasks you create manually.

With this module, you can: ✅ View all your active tasks ✅ Assign priorities, due dates, and reminders ✅ Create custom lists to better organize your pending items ✅ Keep control over your tasks so nothing gets missed 🧭 Module Structure The module is divided into several sections to help you classify your tasks: Section What it contains Tasks All requests you are involved in as an approver or participant, plus manual tasks.

My Day Tasks you marked as important for today.

Favorites Tasks you’ve marked as favorites ⭐.

Planned Tasks to which you've assigned a planned date.

Overdue Tasks that have passed their due date.

Other Tasks Your custom lists to organize tasks using filters you define. ⚙️ Common Features 🔽 Sort Tasks (Ascending or Descending) You can sort tasks by date.

By default, they are sorted ascending (from oldest to newest). warning ⚠️ The sorting uses the latest notification date of the task.

For example, if the task was created on 05/20 but you received a new notification on 05/28, it will sort by 05/28. 🕗 Tabs: Pending and Completed Pending : Tasks you're currently involved in, and the workflow is still active.

Completed : Tasks from workflows that have ended (status: approved, rejected, canceled, or completed). 🎛 Available Filters You can filter your tasks by: Action type : Approval, execute task, complete information Importance : None, low, medium, high, urgent, critical Date : Due, planned, or reminder Manual tasks : Tasks not linked to any process Click Apply to see filtered results. ➕ Creating Manual Tasks (Using the “Add” Button) You can create personal tasks or assign them to others without linking them to a process.

Steps to create a task: Click the Add button Fill out the form: Title Assign to (yourself or another user) Notes Importance Mark as Favorite (optional) Due Date Planned Date Reminder Date Click Add 🔘 Then you'll see: Details : To review the task info Completed : To mark the task as done 🔁 Update Button Refresh your task list without losing any previously applied filters. 📊 Records Display Set how many tasks to view per page: 5 (default) 10 25 50 🔎 Search for a Specific Task Use the search bar and type a keyword .

Matching tasks will appear instantly. ⭐ Task Actions 📌 Assign Task to My Day Go to the Tasks section Click the three dots (⋮) next to the task Select Add to My Day ⭐ Mark as Favorite Click the ⭐ icon next to the task It will turn yellow and show in the Favorites section 🗓 Plan a Task Click on any blank space in the task Add a Planned Date It will automatically appear in the Planned section ⌛ Set a Due Date Click on any blank space in the task Add the Due Date Once expired, it will appear in the Overdue section warning ⚠️ If a task comes from a process with a set due date, it will appear in Overdue once expired— no manual input needed . 🗃 Creating Custom Lists (in “Other Tasks”) A key benefit of this module is the ability to build personalized lists to organize tasks by your own criteria. 🧩 How to Create a New List Go to the Other Tasks section Click Create List Fill in: List Name Description (optional) Select filters you want to use (one, many, or none, depending on list type) Click Create 📂 Available List Types 📄 Basic List Create an empty list to manually add tasks.