For users to be able to work on the tasks they should work on, they must be able to find these tasks. Enabling users to find “their” tasks requires the correct interaction between the inital assignment of the task and the filters configured in Tasklist.
This works as follows:
- Initial Assignment: when a task is created, it is initially assigned to a user or group according to the configuration in the BPMN process (or the CMMN case).
- Building Filters: filters then allow users to find tasks which are assigned to them or to the groups they belong to.
- Claiming group tasks: if a task is not directly assigned to a given user, the user must claim the task before working on it.
Implementing Inital Assignment
You can read up on how to implement the inital user assignment for BPMN User Tasks and CMMN Human Tasks in the corresponding reference sections:
- Implementing user assignments for BPMN User Tasks
- Implementing user assignments for CMMN Human Tasks
Claiming a task in Tasklist
In Tasklist, a user can ony work on a task (i.e., filling in the task form) if the task is assigned to that user. This means that a user must
claim a task if it is not yet assigned to him.
Claiming a task sets the assignee of the task to the user who claimed the task.
See the Claiming, unclaiming and reassigning tasks section for more information.