Move tasks in Straatos Monitor
Introduction
In the Straatos Monitor, you can move a document manually from one task to another. Before the July 2021 update, the dropdown list was sorted based on the order the task was added to the task list. For large workflows, the list could get very long and as a result, it could get challenging to locate the activity you want to move the task to. With the July 2021 update, the 'Move to...' list is sorted alphabetically. In addition, the list contains a filter functionality. When you start typing, the list will automatically be filtered based on entries that match.
How to Select a Task
How to get to the 'Move to' feature
- Open the admin panel and go to your workflow.
- Open the Monitor and click on a workflow step that contains at least one task.
- If you would like to move a specific task, check the tickbox
How to use the 'Move to' feature
- Select the 'Move to...'/ 'Move all to...', this will now open the dropdown which lists all the workflow steps a task can be moved to.
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- Select the workflow step from the alphabetically sorted dropdown or...
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- Start typing the workflow step name to filter the list to easier identify the step you want to move the document to
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- Then use the mouse to select the workflow step to move the document to. Alternatively, use the arrow keys to move to the right entry and press Enter.
- Confirm the 'Move To' Message.
- The document is moved to the new step.
If you move a large number of tasks, the UI might timeout and return an error message. However, the documents are still getting moved on the server. You can refresh the 'Update counter' to see the progress.