Worklist¶

The Worklist is the operational queue for business-process tasks in Emakin. Power users and managers use it to review incoming work, identify overdue items, open tasks quickly, and track what has already been completed.

Worklist task list with task summaries

In the list view, focus first on the task state, current assignee, tracking number, and deadline area. Those fields usually tell you whether you should act now, investigate ownership, or leave the task with the current responsible person.

Tasks can appear here because they were assigned:

directly to you
to your position
to your organisational unit
to one of your groups

Core Workflow¶

Use the Worklist as your main daily control point:

Open Worklist from the navigation panel.
Review the task groups to see urgent, active, completed, or archived work.
Use search, sorting, and filters to narrow the queue.
Open the task that needs action.
Complete it, or hand it off if someone else should continue it.

Result: You can control your queue without opening each process area separately.

Note: Some tasks may be visible to several users at the same time. If the task is not assigned to a single person yet, its state can appear as Waiting.

Waiting vs Assigned Work¶

Use the assignee and state together when deciding what to do next:

Waiting usually means the task is visible in a shared queue and has not yet been taken over by one named person.
an assigned task usually shows the responsible user, unit, position, or group directly in the row.
completed tasks move out of the active queue and into follow-up views such as Outbox or Archive.

For shared queues, check ownership before starting work so you do not duplicate someone else's effort.

Understanding a Task Row¶

Each row in the Worklist gives you a quick operational summary:

the initiator's avatar or placeholder
the task name and optional description
process or origin tags such as System or a process name
the current assignee or task state
the instance tracking number
the start, assignment, deadline, or completion dates

Hover over the date fields when you need the exact time information.

Use the toolbar to control what you see in the queue.

Worklist toolbar for searching, sorting, filtering, and export

The toolbar is most useful when your queue is large enough that the default tabs are no longer enough on their own. Power users often combine a task group with one sort option and one structured filter instead of trying to search the entire queue at once.

Search
Use free text to match task information, not just the fields visible in the list.

Quick Filters
When you open the search box, Emakin can suggest common shortcuts such as Assigned to Me.

Sort Field and Order
Choose the field and sort direction that best supports your current review, such as Started At or deadline-driven sorting.

Structured Filters
Add precise filters for fields such as assignee, creator, or date ranges. Emakin limits the available values to valid options for each selected field.

Export
Export the current result set to a Microsoft Excel file (.xlsx) when you need a wider review or offline analysis.

Task Groups¶

Task groups are predefined operational views shown as tabs above the queue.

Red¶

Shows incomplete tasks whose deadline has already passed. Use this group for immediate escalation and recovery.

Orange¶

Shows incomplete tasks with a deadline, tasks that already triggered reminders, and high-priority items. Use this group for proactive follow-up before work becomes overdue.

Inbox¶

Shows all incomplete tasks available to you, including urgent tasks from the Red and Orange groups. Use this as your default working queue.

Outbox¶

Shows tasks you completed while the related business process is still running. Use this when you need to confirm your part of the flow is done but the overall process is still active.

All¶

Combines the visible operational groups into one overall view of ongoing work.

Archive¶

Shows tasks from finished business processes. Use this for historical lookup and follow-up.

Note: The Red and Orange groups are created dynamically and only appear when the queue contains matching tasks.