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Task list

The Task List component is a powerful operational tool in Celonis Studio that bridges the gap between process insights and manual execution. It allows users to view, manage, and interact with specific "Tasks" generated by the Celonis Action Engine directly within a View.

By integrating the Task List, you transform a static dashboard into an Actionable Workspace, enabling end-users to:

  • Centralize workflow: View all pending process interventions in one place.

  • Drive accountability: Filter tasks to show only those assigned to the logged-in user.

  • Execute actions: Seamlessly transition from identifying a bottleneck to resolving it via linked Action Flows.

Before you begin

Ensure the following configurations are met in your Knowledge Model and Studio environment before adding a Task List component:

  • Unique record identifier: The source table must have a primary key defined as a Record Identifier in the Knowledge Model to map tasks to specific business objects.

  • Knowledge Model configuration: The table you intend to use (e.g., Activity Event Log or Invoices) must be added as a Record with all required display attributes and KPIs defined.

  • Task generation logic: At least one Action Engine Skill or Action Flow must be configured to trigger and generate tasks for the selected record type.

  • Action Flow status: Any Action Flows linked to task "Interactions" must be published and set to run On Demand.

Note

The Task List component will remain empty in the View until a Task is actively triggered by the underlying logic for the logged-in user or the selected filter scope.

Configuring a task list component

To configure a task list component for your Studio View:

  1. In View Edit Mode, drag and drop the task list component into your View.

  2. Open the component settings menu and customize your configuration using the following options:

    • Show Tasks for: Defines the source table from the Knowledge Model. You must select a record (e.g., Activity Event Log or Books) to populate the list.

    • Only show Tasks of logged-in user: A toggle that filters the list dynamically to display only tasks assigned to the current user's ID.

    • Show status filters: Enables a UI element for end-users to switch between task states such as Open, In Progress, or Resolved.

    • Initially displayed Tasks: Sets the number of task cards (default: 3) visible before requiring the user to scroll or expand the list.

    • Initially displayed Attributes: Controls how many data fields or KPIs (default: 3) are visible on each task card preview.

    • Sort by: Determines the default display order (e.g., Creation Date (new to old)).

    • Date format: Sets the timestamp visualization for task dates (e.g., Timestamp short).

    • Interactions: Allows mapping of click events to Actions or specific View navigation.

  3. Click Interactive Mode and preview your search configuration.

  4. Optional: To see the latest version of your View, deploy the package.

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