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With Process Board you can edit the tasks provided by ARIS Process Governance, set up substitutes or retrieve information about processes you are involved in or that you started.

Log in to Process Board. Use the due date filter to, for example, only display tasks due at a certain date in the task list. Alternatively, you can use the status filter to, for example, limit the list to new tasks, tasks in process, or delegated tasks.

To edit a task, select it in the list and click "Edit". Confirm the completion message. Now edit the task by entering the required information.

You can complete a task the first time you edit it or save your current input in order to continue editing at a later time if, for example, information you require is not currently available. The buttons for closing the dialog are named individually by the modeler and, thus, may differ in the individual tasks. In our example, the "Approve" and "Reject" buttons conclude editing. "Save" saves the intermediate result with the "In process" status. "Cancel" discards your input so that the previous task status is kept. Tasks in status "Completed" can be accessed only in read-only mode. You can reset the status of a task from "In process" to "New". This deletes your previous entries. You can transfer tasks with the "New" status to a substitute in order to garantee processing during your vacation, for example.

Activate the "Active" check box and select the start and end date to set the substitution period. After this period has elapsed, the task is automatically re-assigned to the original executor. Alternatively, leave the end date open if you want to activate the substitute immediately and for an unspecified period of time. The substitute remains active until you disable the "Active" option. To specify a substitute for this role, double-click in the table row of the relevant role. Enter the first characters of the user ID, first name, or last name, and click on Find. Select the relevant user. Repeat this procedure until you have specified all of the substitutes. By the way, you can specify only one substitution period for all substitutions.

You can also delegate individual tasks. Select the relevant task and then "Delegate". Assign the corresponding user and confirm your input. The task is passed on to the selected executor and its status is displayed as "Delegated" in your task list.

Update your task list every once in a while to check whether you were assigned new tasks since your last login.

In our example, a new task was assigned in the meantime. As process administrator you can display and delegate tasks belonging to other users. To do so, switch to the task list of the relevant user with the "Change" button in the "Current user" area and delegate the tasks to other users or to yourself to edit them. Alternatively, you can set up a substitute for the user. You can display information about the process you are involved in or those that you started. To do so, activate the tab "Processes".

Depending on whether you have selected a process, a process version, or a process instance, the following tabs are displayed: "Details", "Console", or "Activities".

The Details tab is available for processes, process versions, and process instances, and it displays various information about the process, depending on which item was selected.

The Console tab is available for processes and displays messages about the execution of process instances.

The Activities tab is available for process instances. Not all activities in the process model are displayed; only human tasks, Web services, script activities, notifications, and live messages with the status "Completed" or "Running" are shown.

You just saw how you can process tasks provided by ARIS Process Governance, set up substitutes, or retrieve information about processes.