Tasks Page (UI Element): Difference between revisions

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<blockquote>{{#lst:Glossary|Tasks Page}}</blockquote>
 
== Introduction ==
The [[Tasks Page]] of Grooper is a user-focused interface designed to streamline human attended processing. Rather than navigating through [[Batch|Batches]] manually, users are presented with a consolidated list of tasks generated by workflow activities that require review, validation, correction, or approval.
 
Tasks are created by processing Review activities, which consist of different view types:
* Classification View
* Data View
* Fiche Strip View
* Folder View
* Scan View
* Separation View
* Thumbnail View
 
From the Tasks Page, users can:
* View tasks assigned specifically to them (or to [[Review Queue|Review Queues]] they belong to).
* See task metadata such as batch name, document name, workflow step, and status.
* Open tasks directly into the appropriate review interface.
* Complete, submit, or release tasks depending on permissions and configuration.
 
This page improves efficiency by removing the need to search for work inside the [[Batches Page]]. It supports role-based processing and distributed teams by routing work to the correct users based on queue configuration. In larger environments, the Tasks Page becomes the primary interface for production staff who are responsible for reviewing and validating results of a Grooper model.
 
== Tasks Page layout and commands ==
# The left most portion of the UI, the Tasks List, shows a list of Tasks from production Bathces awaiting human interaction. Each column shows a bit of metadata associated with the task.
# The right most part of the UI is a property grid showing meta data about the selected task, similar to the information seen in the columns of the Task List.
# The buttons in the upper right represent commands that can be executed to filter the Tasks List, process a Task, or create a Batch.
# The "Filter Tasks" button allows you to adjust wich Tasks are displayed in the Tasks List.
# When you click the "Filter Tasks" button the "Task Filter" window will open. From here you can adjust several properties that will affect which Batches are displayed.
# The "Process" button will begin processing the selected task by opening the Review View associated with the Review task.
# The "Create New Batch" button allows you to create a new Batch. This command is designed for creating Batches that start with a Scan activity. When creating a Batch this way it will only consider Batch Process Steps that are of a Batch scope.
# When you click the "Create New Batch" button, the "Create New Batch" window will open.
# The Name property allows you to name the Batch. The default setting of this property is a full "date-time" string. You can choose to name the Batch whatever you like.
# The Process property allows you to select a published Batch Process.
# The Priority property allows you to set a priority for the processing of Jobs and Tasks associated with the Batch. Set this to an integer from 1 to 5. 1 is the highest priority, while 5 is the lowest.
 
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Latest revision as of 12:55, 24 February 2026

This article is about the current version of Grooper.

Note that some content may still need to be updated.

2025

The Tasks Page in Grooper displays work items assigned to users, such as review steps requiring manual interaction. It serves as a personalized workspace where users can quickly access and complete pending workflow tasks.

Introduction

The Tasks Page of Grooper is a user-focused interface designed to streamline human attended processing. Rather than navigating through Batches manually, users are presented with a consolidated list of tasks generated by workflow activities that require review, validation, correction, or approval.

Tasks are created by processing Review activities, which consist of different view types:

  • Classification View
  • Data View
  • Fiche Strip View
  • Folder View
  • Scan View
  • Separation View
  • Thumbnail View

From the Tasks Page, users can:

  • View tasks assigned specifically to them (or to Review Queues they belong to).
  • See task metadata such as batch name, document name, workflow step, and status.
  • Open tasks directly into the appropriate review interface.
  • Complete, submit, or release tasks depending on permissions and configuration.

This page improves efficiency by removing the need to search for work inside the Batches Page. It supports role-based processing and distributed teams by routing work to the correct users based on queue configuration. In larger environments, the Tasks Page becomes the primary interface for production staff who are responsible for reviewing and validating results of a Grooper model.

Tasks Page layout and commands

  1. The left most portion of the UI, the Tasks List, shows a list of Tasks from production Bathces awaiting human interaction. Each column shows a bit of metadata associated with the task.
  2. The right most part of the UI is a property grid showing meta data about the selected task, similar to the information seen in the columns of the Task List.
  3. The buttons in the upper right represent commands that can be executed to filter the Tasks List, process a Task, or create a Batch.
  4. The "Filter Tasks" button allows you to adjust wich Tasks are displayed in the Tasks List.
  5. When you click the "Filter Tasks" button the "Task Filter" window will open. From here you can adjust several properties that will affect which Batches are displayed.
  6. The "Process" button will begin processing the selected task by opening the Review View associated with the Review task.
  7. The "Create New Batch" button allows you to create a new Batch. This command is designed for creating Batches that start with a Scan activity. When creating a Batch this way it will only consider Batch Process Steps that are of a Batch scope.
  8. When you click the "Create New Batch" button, the "Create New Batch" window will open.
  9. The Name property allows you to name the Batch. The default setting of this property is a full "date-time" string. You can choose to name the Batch whatever you like.
  10. The Process property allows you to select a published Batch Process.
  11. The Priority property allows you to set a priority for the processing of Jobs and Tasks associated with the Batch. Set this to an integer from 1 to 5. 1 is the highest priority, while 5 is the lowest.