Task Center Functionality

I. Process Operations

1. Pending Approval Workflows

1.1 Filtering Functionality

• Filter by pending/completed status
• Filter by related objects
• Filter by Record Type
• Add conditions for more precise filtering

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1.2 Batch Approval/Reassign Approver

• The pending tasks page contains batch approval/reassign approver buttons
• Batch approval: Select multiple pending tasks to Agree/Reject
• Reassign approver: Select multiple tasks, click [Reassign Approver], then select new approver

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1.3 Approval Efficiency Analytics

• Approval Process Overview: Displays processed workflows count, overdue workflows count, and overdue processing rate
  • Filter by scenario and data scope
  • View as statistical tables or KPI cards

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• Approval Efficiency Trends
  • Shows approval processing trends over time
  • Differentiates between processed workflows and overdue workflows
  • Filter by scenario and data scope
  • Display as bar charts, line graphs, statistical tables, or funnel charts

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• Employee Approval Efficiency
  • Displays processed-by field with related workflow metrics
  • Filter by scenario and data scope
  • Display as bar charts, line graphs, statistical tables, or funnel charts

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1.4 Three Display Modes for Pending Approvals

• List View: All pending approvals displayed in tabular format
• Card View: Supports single-task approval (different from list view)
• Feed View: Similar to card view but shows detailed workflow information

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1.5 Settings

• Table Settings: Configure items per page, row height, vertical dividers, and SN display
  • Click “Restore Default Column Width” if errors occur
• Field Settings: Customize visible/hidden fields
  • Click “Restore System Defaults” if errors occur
• Use “Reset” to restore all default configurations

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II. Collaboration Operations

The pending tasks center efficiently processes Feeds content, including:
- [Pending comment Reports]
- [Pending tasks]
- [Pending collaborative approvals]
- [Receipts required]
- [Pending instructions]

Completed tasks automatically sync back to Feeds.

III. Marketing/Sales/Service Operations

Covers SFA (Sales Force Automation) and pending tasks across:
- Leads: [Pending assignment], [Pending follow-up]
- Account: [Pending customer registration review]
- Sales Order: [Pending confirmation], [Pending shipment]
- Refunds: [Pending confirmation]
- Returns: [Pending confirmation]
- Invoices: [Pending confirmation]
- Sales stages: [Pending confirmation]
- Work Order: [Pending processing], [Pending acceptance], [Pending approval], [Pending assignment], [Pending Fieldwork execution]
- eDocuments: [Pending signing]

For detailed functionality, refer to [Pending Approval Workflows] section