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My Open Task offers a summarise list of task with pending status (not completed) in the Home Screen area of the Business Role. My Open Task acts as a reminder of activities assigned to the current logged in user.

My Open Tasks.png

Only tasks where user is assigned under any employee partner function, are listed with traffic lights based on due dates. Tasks are removed automatically from the summary list, when their status are updated and set to internal status “Completed” (such as Completed, Rejected).


Traffic Lights

Traffic lights are calculated based on Due Date. The following criteria apply to filter the task

  • Red (1): due date already achieved.
  • Yellow (2): due date inside the hours defined in this task
  • Green (3): due date not in the warning period yet. Not due

homepageopen tasks.png

For example, if today is 28.01, the following traffic lights would be applied:

  • A task with due date 28.01 would be Yellow.
  • A task with due date 27.01 would be Red.
  • A task with due date 29.01 would be Green

Activities Due Date are calculated automatically by the system based on End Actual Date or End Planned End Date.

When entered a new actual End Date, system would set that date as “Due Date”.

due date.png

When not Actual Dates are entered, End planned date is set as “Due Date”.

due date end date.png

Logic for traffic light is implemented on UI Component CRMCMP_GS_WC/TodaysTasks in method  GET_P_DUE

Which is the logic to select activities to display under  “Open Tasks”?

Logic is implemented on UI Component CRMCMP_GS_WC/TodaysTasks in method GET_QUERY_RESULT.

SAP standard logic will display any:

  • Activity with category class “H  tasks”
  • Responsible area: (1) Me.
  • Internal System Status: Open or In process.

open task logic.png

Activity with category class “H  tasks”

To enable the Traffic lights into the Calendar Screen in SAP CRM for all activities and tasks, it is necessary to assign an “Activity Category” with Class “H Task” to the Transaction type.

To assign this category proceed as follows:

IMG Menu

SAP Implementation Guide > Customer Relationship Management >  Transactions > Settings for Activities > Maintain Categories, Goals, and Priorities > Maintain Categories

Transaction Code

SPRO

ACTIVITIES categoriesconfig.png

Then assign the category to the transaction type.

IMG Menu

SAP Implementation Guide > Customer Relationship Management >  Transactions > Settings for Activities > Maintain Categories, Goals, and Priorities > Assign Categories to Transaction Types

Transaction Code

SPRO

traffic+lights+category+assigment.png

Responsible area: (1) Me

In SAP, responsible area “1” means displays all the documents in which the business partner you are assigned to as a user, is assigned in any partner function of category employee.

responsible area.png

Partner function category “Employee” could be check in configuration for each partner function.

partner functions.png

Internal System Status: Open or In process

Internal system statuses are different to user status. Only activities that are not completed would be displayed under “My Open Tasks”. Internal complete status are Finalised, Cancelled.

user status.png

In summary “My Open Tasks” is a very useful dashboard available in the Home Page of the Business Role, which offers a list of not completed Tasks assigned to the current logged in user.

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5 Comments

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    1. Lyda Osorio Post author

      There are 2 different functionalities:

      -Workflow Tasks: Will display SAP Workflow task notifications (same thing that you use to received in SAP GUI transaction SAP Business Workplace > Workflow)

      -My Open Tasks:  Will display SAP CRM Activities that meet the requirements described in the blog.

      (0) 
  1. Guillaume Hérault

    Thank you for the info.

    I have a question regarding those SAP notes :
    – 2124939 Enable personalization and Configuration Data Retrieval (CDR) on My Open Tasks
    – 2272285 Home page open tasks filter on process type

    Indeed, I would like to have a similar homepage block to the “My open tasks” but with an other process type which is not an “Activity” process type.(Complaint process type)

    I implemented the notes above and we have now access to a customizing to add other process type within the block, but the list is empty and we can not find where to customize the available process types to be selected in this list.

    Do you have some info about those notes ?
    Do you know if and how we could use this nice block for some other process type (not only tasks) ?

    (0) 

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