Select and Process Tasks Using Worklist

Use

You can use the worklist for tasks to select and display a list of tasks. For example:

  • You want to obtain an overview of all notification tasks that fulfill certain criteria.
  • You want to select the tasks that you are responsible for processing.

Prerequisites

If you want to select notifications on the basis of partner functions:

  • im Customizing Partnerrollen definiert sein
  • Users or departments must be assigned to the partner functions

Procedure

  1. Choose Logistics ® Central Functions ® Notification ® Worklist ® Tasks.

The dialog box Worklist: Tasks appears.

  1. If you want to create your own personal worklist, choose the My worklist tab page.

If you want to create a list of all tasks that meet certain selection criteria, choose the General selection tab page.

  1. Enter the desired selection criteria.

If you want to

Then

Select only the tasks that are assigned to you for processing

Set the For processing by me indicator on the My worklist tab page.

Select only the tasks that were created by you

Set the Created by me indicator on the My worklist tab page.

Select only the tasks that were completed by you

Set the Completed by me indicator on the My worklist tab page.

Select only the tasks assigned to you as a specific partner (for example, in your capacity as an "author")

Set the In my role as indicator on the on the My worklist tab page and choose a partner function in the list field.

Select tasks for notifications that were created within a specific time period

Set the indicator:

  • 1 week, if you want to select notifications that were created up to one week before the current date.
  • 1 month, if you want to select notifications that were created up to one month before the current date.
  • 3 months, if you want to select notifications that were created up to three months before the current date.
  • 1 year, if you want to select notifications that were created up to one year before the current date.
  • Defined by me and enter the desired time interval if you want to select notifications that were created within a specific time period.

Select tasks on the basis of a specific task code group, task code, or a selection profile

Enter the desired code group, task code, or selection profile.

Select tasks for specific notifications

Enter the desired notification number(s) or notification type(s).

Format the list display to meet your own specific requirements

Choose the desired layout in the Layout list field.

You can store the following information in a layout:

  • List column structure
  • Sort criteria
  • Filter conditions

Specify which criterion the monitor column in the list of tasks references

In the list field Reference field for monitor, choose a reference field. The monitor column is then displayed with the corresponding status.

If you do not choose a reference field, the monitor column is not displayed.

For example, if you chose the desired start/end date as a reference field, the colors in the monitor column have the following meaning:

  • Green: the desired start date has not been reached
  • Yellow: the desired start date has been reached, but the desired end date has not been reached
  • Red: the desired end date has been surpassed.

Select only the outstanding tasks

Select the corresponding indicator on the General selection tab page.

Select tasks that have been assigned specific partners

Select the corresponding partner function in the list field on the General selection tab page.

Select notifications that have been assigned specific partners

In the Partner area of the General selection tab page, choose the desired partner function(s) and/or enter the partner number.

If you always want to use the same selection criteria in your worklist, enter the desired data and choose My defaults.

  1. Choose Execute.

The system displays a list of notifications that meet your selection criteria.

  1. You can use the functions described below to process selected objects in the list further.

Function

Procedure

Switch between the Display notification and Change notification transactions, as well as the Display task and Change task transactions

Choose the Display <-> Change pushbutton.

Export list of tasks to MS Excel

Choose Spreadsheet.

Display graphic

Position the cursor on a column header text, select the desired objects in the list, and then choose Graphic.

Initiate an outgoing telephone call (SAPphone component must be active)

Select a task and then choose Telephone call.

Display long text

Select a task and then choose Long text.

Display or change notifications (branch to notification header)

Select one or more objects in the list and then choose Notification.

Display or change tasks (branch to notification header)

Select one or more objects in the list and then choose Task.

Display a portfolio

Position the cursor on a column header and then choose List ® Portfolio.

Compare task processing times (requested start and end times)

Select one or more objects in the list and then choose Goto ® Schedule graphic.

Display report documentation

Choose Goto ® Report documentation for...

Print one or more notifications

Select one or more objects in the list and then choose Notification ® Print notification.

If you selected more than one object in the list, the system displays the first selected object in the list (in the display or change mode). When you have finished processing the first object, choose Goto ® Back. The next selected object is automatically displayed.