Access the Task Client

Use the Task Client widget to display task lists from the Workflow application in Operations Hub.

Before you begin

Create identical user accounts for the Operations Hub web server and the Workflow server. You must be able to log in to both the servers using the same username and password combination.

About this task

The Workflow Task List is integrated with Operations Hub. You do not have to log in to the Workflow application to manage your tasks. You can log in to the Operations Hub application, and connect to Workflow with the help of the task client widget to manage tasks.

Procedure

Enter the details as specified in the following table:

Field	Description
Username	The account username that has permission to access the Workflow application.
Password	The password for the username you entered in the Username box.
Server Address	The URL address to connect to the Workflow server. This URL is populated based on the properties provided for the Task Client widget in Operations Hub.

Select Log On.

The task count icon indicates the status of your workflow connection.

Status	Description
	Indicates that the Workflow server is disconnected due to either of these reasons: You are not logged in to the server. Internet connection is lost. Workflow server is down. Note: All tasks in Operations Hub remain disabled until a connection is established.
	Indicates that the Workflow server is connected. Once connected, the task count shows the number of workflow tasks. If the count is 0, it means there are no workflows.

The user login credentials are encrypted and stored under ENTITIES in Operations Hub. You will not be prompted for login details again for the saved user accounts.

Note: Whenever the Workflow server is down, or if there is no internet, the lost connection status is indicated in red. All tasks in Operations Hub remain disabled until a connection is established.

Select to show the workflow equipment context navigation.
For more information, refer to the Equipment Context topic in the Operator Task List in the Workflow Client section of the complete Workflow user guide.
Select or to navigate and select any of these equipment contexts: Big Enterprise, Big Unit, or Big Area.
The equipment context set up shown in Operations Hub is created in the Workflow application.

The list of tasks for the selected equipment context appears. Based on the list of tasks, the task count number also gets updated.
Note: Logged in users in Operations Hub can view only the tasks that are assigned to them in the Workflow application.

Use these options to work with the tasks:

Icon	Description
	Select to filter tasks or task steps by task name, priority, personnel assignment, step state, and expiry values. For more information, refer to the Task List Filtering topic in the Operator Task List in the Workflow Client section of the complete Workflow user guide.
	Select the Tasks for Equipment toggle to show or hide the tasks associated to the equipment location only.
	Select to start and run scheduled tasks. For more information, refer to the Start Task topic in the Operator Task List in the Workflow Client section of the complete Workflow user guide.
	Select to manually start a specific task step.
	Select to view and save a copy of the linked documents. For more information, refer to the Document(s) topic in the Operator Task List in the Proficy Client section of the complete Workflow user guide.
	Select to view the instructions to complete a task or task step. This option is available only when there are work instructions defined for the task or task steps.
	Select to access the following menus, and perform task related actions: Set Priority: You can set a priority number for the task to run. Jump to Task Step: You can skip some steps and jump to a specific task step in a scheduled flow. Enter Expiry Comment: You can enter a reason for the task delay. The option to add a comment is available only after the task or task step has expired. Cancel Task: You can cancel running a specific task or task step. Reassign Personnel: You can reassign specific task steps to a different person or equipment location. Acquire: You can acquire a specific task step if it is available. Release: You can only release those steps that you have acquired. When you release a task step, it is available for other operators to acquire. For more information, refer to the complete Workflow user guide.
	Select to access the forms attached to a task step, and update them. For more information, refer to the Forms and User Displays Authoring Guide section of the complete Workflow user guide. Note: You can load only HTML forms in the Operations Hub Task Client. Windows presentation framework (WPF), Silverlight, and .NET rich client forms are not supported.

Note: For added security, electronic signatures are configured in Workflow for specific tasks, task steps, or forms. In such cases, a dialog box appears requesting you to sign in for verification before accomplishing any task related action.