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Claim: Assign an unassigned task to a yourself

  WorkspacesThis topic relates to Journey Workspaces   |     Workspaces UserIncludes bank staff, helpdesk, relationship managers, and managers   |  18.11This feature was introduced in the 18.11 release23.04This feature was updated in the 23.04 release

As an application progresses through its life cycle, Journey Manager creates tasks that users can interact with. A task must be assigned to a user before they can work on it. Workspaces provides the Claim action as a convenient way to assign a task to yourself.

You can't claim a task that is already assigned to someone, so if you want to claim an assigned task, you need to remove the task assignment first. To learn about removing a task assignment, see Unassign a task.

The Claim action can only be used to assign a task to yourself, not to someone else. To learn about assigning tasks to other users, see Assign a task to a user.

If you have access to the Manage space, an alternative to claiming or assigning a task is to reassign it to yourself or someone else instead. To learn about reassigning tasks, see Reassign a task to another user. |  22.10 This feature was introduced in 22.10.

Note
  • The Claim and Reassign actions are mutually exclusive, meaning that only one of these actions is available at any time.
  • By default, the Reassign action is only available in the Manage space.

You can claim a task in the Review or Helpdesk space from either a List screen or a Details screen.

Claim from a List screen

To claim a task from a List screen :

  1. From the Spaces navigation menu, select the Review or Helpdesk space. The List screen is displayed.
  2. In the item list, locate a task that you want to claim and point your cursor at it. The available actions appear at the right-hand side.
  3. Click library_addClaim. The task is assigned to you, and your Workspaces id is displayed in the Assigned column.
Tip | 22.10This feature was introduced in the 22.10 release

You can use the Bulk Action feature to claim multiple tasks at once. Bulk actions are available on the Journey Workspaces List screen only. Neither Journey Brokers nor Journey Applicants support bulk actions, nor can they be performed from any Details screen.

Claim from a Details screen

To claim a task from a Details screen :

  1. From the Spaces navigation menu, select the Review or Helpdesk space. The List screen is displayed.
  2. In the item list, locate a task that you want to claim and select it. The Details screen for the selected task is displayed.
  3. On the Details screen, click library_addClaim. The task is assigned to you, and your Workspaces id is displayed in the Assigned to field in the key information.

    library_addClaim is located in the Actions group.

    library_addClaim is located within the selected task in the application timeline.

    The Claim button is located in the Action panel.

When you claim a task from any screen, a message is displayed briefly in the bottom left corner of the page identifying whether or not the action was successful.