In ELMA, you can select co-executors for a task. Co-executor – is a user, who participates in the task execution, but is not responsible for it. Co-executors have permissions to complete the task, if the settings allow it.
All the tasks where the current user acts as a co-executor are shown in the the Co-Execution subsection in Tasks (fig. 1). This subsection appears in the left menu when a user is assigned at least one task for co-execution. If the current user has no tasks for co-execution, this subsection is not shown in the left menu of the page.
Fig. 1. Co-execution subsection
Apart from that, all the tasks where the current user acts as a co-executor are shown in the Tasks (co-executor) portlet and in the Co-executor filter in Tasks – Incoming (fig. 2).
Fig. 2. Co-executor filter in Tasks – Incoming
Observer – is a user, who observes the task progress and is subscribed to the task.
Selecting co-executors and observers
To select task co-executors and/or observers, click Co-executors on the task page when creating or editing a task. The Co-executors and Observers fields will be added to the page (fig. 3), where you can select users to be co-executors and/or observers.
Fig. 3. "Co-executors" button. "Co-executors" and "Observers" fields
Task co-executors and observers receive notifications on the task. To open this task page, these users can click on the notification name in the Messages section.
If the task observer can receive email notification on the task status, the email header will have an "observation" mark.
To quickly search tasks, for which the user is a co-executor, use a filter in the Task section. When you use advanced search, select the current user in the Co-executor field and click Search. To learn more about the advanced search and creating filters, see the respective Help section.
ELMA users can subscribe to a task. This task will not be available in the Tasks section, but the subscribers will receive notification on the task in the Messages section.
Users can subscribe to a task in several ways.
1. When creating or editing a task. To select observers (subscribers) click Co-executors on the task page when creating or editing the task. The page will display the Observers field (fig. 4), where you can select users to be the task observers. The selected users will not see this task in the Tasks section, but they can open it by clicking its name in the Messages section.
Fig. 4. "Co-executors" button and "Observers" field
2. When viewing a task:
On the task page, click in the top right corner. When you click this icon, you will be subscribed to the task, and the icon will change to . You can unsubscribe from the task. To do so, click the icon again. It will change back to , and notifications on the task will not be sent.
On the task page, click Actions – Observer List (fig. 5).