If you are using Gluegent Flow on iOS/iPadOS/Android, you can use the mobile view.
Create a new task
Tap "New" on the task list screen.
Choose the model to create a task.
Fill in the required input forms.
Note:
The input forms vary depending on the settings.
Tap "Flow", and set the assignee for the next flow(approval, final approval, etc.).
Tap "Add target" at the flow.
Note:
The flow's assignee may be set automatically or be unchangeable depending on the settings.
If "Skip" is checked, the next flow's process will be skipped.
Select the assignee for the next flow from the Group Selection Panel and tap "OK".
The assignee will be the user you selected.
The assignee of the next flow can be set as multiple person.
Note:
If you rotate your mobile device to landscape mode and operate the group browser, it will be easier to make selections.
After entering the required information in the input form and setting the assignee of the next flow, tap "Submit".
Note:
Button names like "Submit" vary depending on the model settings.
Please ensure that the assignee for the next flow is set. If no assignee is set when you tap the button, the following error message will appear.
After processing, an email will be sent to the task creator and the assignee of the next flow.
Note:
The sending of notification emails and the layout vary depending on the model settings.
Process the task as the assignee
Tap "Action" in the processing request email.
The Gluegent Flow will be started and the task will be displayed.
Ensure the contents, then tap a button for the next action.
Note:
The button names and the action after tapping vary depending on the model settings.
Process the task as the assignee in the Task List
Tap the task you want to process in the task list.
Perform the necessary actions for the displayed task.
The task list can display up to 20 tasks. Tap "More" to display 20 more tasks.
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Search for task data
Search by keywords
Tap "Search for Tasks" at the top of the screen.
Enter keyword in the search box to search for task data.
Search by options
Tap the downward triangle on the right.
Select search criteria, then tap "Search".
Tap "Clear" to cancel the search.
Switch between mobile and PC views
Tap "PC View" at the bottom of the task details screen.
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Task details will be displayed in PC view.
Tap "To Mobile View" at the top to return to mobile view.