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Centralized Approvals and Manual Tasks #97

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tlawrie opened this issue Apr 7, 2021 · 4 comments
Open

Centralized Approvals and Manual Tasks #97

tlawrie opened this issue Apr 7, 2021 · 4 comments
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enhancement New feature or request project: flow Tasks for Boomerang Flow

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@tlawrie
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tlawrie commented Apr 7, 2021

Is your request related to a problem? Please describe.
There is no way to easily identify the Approvals and Manual tasks that need processing by a user in a team(s)

Describe the solution you'd like
A centralized view of what this looks like with one place to go for My Tasks.

Describe the benefits or justification for this request
Greater capacity to process things quickly

Additional context
Add any other context or screenshots about the feature request here.

@tlawrie tlawrie added the enhancement New feature or request label Apr 7, 2021
@tlawrie tlawrie added the project: flow Tasks for Boomerang Flow label Jun 9, 2021
@tlawrie
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tlawrie commented Aug 27, 2021

@marcusdroy as discussed, i think the vision of this item is to

  1. Create an Actions / ToDo page (thinking lightning bolt as the icon but could be anything)
  • Would show the manual and approvals that you need to action
  1. A page to manage approval groups
  • These can then be referenced in the manual approval task in the editor as a drop down.
  1. Update the Manual Approval task to have a drop-down of groups to choose.
  • If you don't choose a group, it will assign to anyone to action in the team. (we will need to add clear info text on this)

In the long run, this could then be extended even further with Forms, i.e. a form that needs input and needs actioning, and even have links for forms to be sent to external users borrowing from the drag and drop interface in Catalog Authoring.

@tlawrie
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tlawrie commented Aug 27, 2021

@tlawrie
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tlawrie commented Aug 27, 2021

Extension into external approvers where by they get either an email or there is a link with a onetime code that can be approved by that approver. Comes to a page of some kind.

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tlawrie commented Aug 27, 2021

Extension 3 is introduction of User Roles. So we have an Approver/Action role that only sees the Actions tab.

@LucasGrimauth LucasGrimauth self-assigned this Sep 1, 2021
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enhancement New feature or request project: flow Tasks for Boomerang Flow
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