Task Queue Tab (v41.2)

This page describes the Task Queue in v41.2. If you are using v41.0-v41.1, see Task Queue Tab (v41.0-v41.1).

The Task Queue displays all Supervision and machine tasks that are currently available for a given submission, based on your permissions and workflow.

This view helps you:

• See which documents require Supervision work.

• Identify how urgent each task is (based on SLA deadlines).

• Filter submissions by flow, task type, processing type, SLA, and more.

Learn how to navigate the task queue in the sections below.

Navigating the Task Queue

Refresh

The tasks displayed in the Task Queue reflect the latest data as of when the tab was loaded. To update the view, click the Refresh icon in the upper-right corner. The timestamp shows when the queue was last refreshed.

Search

You can search the Task Queue by Submission ID or Document ID. Type in the full ID and press Enter or Return to see the results.

Search behavior

• Only exact matches are supported — partial IDs won’t return results.

• Click the X on the right side of the search bar to clear it and reload all tasks.

Filters

You can customize your view by applying filters from the Filter drop-down section.

The available options are described in the drop-down section below.

• Once you’re ready with the selection, click Apply.

Queue ordering

The queue displays tasks in SLA priority order — tasks approaching their deadlines appear first. Learn more in Prioritizing Submissions.

Tasks Table

Columns

You can show or hide table columns by clicking the Settings icon (), located next to the search bar:

1. Click the Settings () icon.

2. Click Show/Hide Table Columns.

3. Select/Deselect the columns you want to display in the table.

4. Click Done.

Submission ID / Document ID

The task table includes both Submission ID and Document ID, depending on the task type. These IDs are also used throughout the platform, including the Submission and Output pages, to help you track a specific submission or document from start to finish.

Clicking a Submission ID or Document ID takes you to:

• The Submission Output page for the Submission ID. Learn more in Submission Output Page.

• The Document Output page for the Document ID. To learn more, see Document Output Page.

Viewing Metadata

• To view submission metadata, hover over the Submission ID. A preview icon () will appear.

When you hover over the icon, a tooltip displaying the Submission Metadata appears:

• Click the Copy button () to copy the External Metadata for this submission.

Submission Date

Use the Submission Date column to see when a task was originally submitted.

Task Type

The Task Type column shows the next task to be completed for a submission.

Below is a list of all task types displayed in the Tasks Queue table:

• Processing - the task is currently in progress by the machine, or the submission is halted.

Halted or Overdue submissions

Submissions that halt or are overdue are highlighted in red. Learn more about halted submissions in Flow Runs Page. To learn more about SLAs, see our Prioritizing Submissions article.

• Document Classification — Learn more in Document Classification.

• Identification — Field or Table ID tasks. Learn more in Field Identification and Table Identification.

• Transcription — To learn more, see our Transcription article.

• Flexible Extraction — Learn more in Transcription.

• Custom Supervision — For more information, see Custom Supervision.

Processing Type

The Processing Type column indicates whether the task is being processed manually or by the machine.

Pages

If the submission hasn’t been matched to a layout, the Pages column shows the total number of pages in the document.

Layout

Once a page is matched to a layout, the layout name appears in the Layout column for all related task types.

Fields

For Identification or Transcription Supervision tasks, the Fields column shows the total number of fields and table entries that require supervision. For example, if a task contains 4 fields and 3 table entries, the column will display 7.

SLA Deadline

The SLA Deadline column shows whether a task is overdue and how much time remains (or has passed) relative to the SLA.

If the task is overdue, you’ll see how long it has exceeded the deadline. If it’s not overdue, the column shows how much time is left before the SLA is breached.

The possible statuses are:

• On time – More than 1 hour remains before the SLA deadline.

• Close to deadline – Less than 1 hour remains.

• Overdue – The SLA deadline has passed.

Adjust deadlines for tasks

You can manually change a task’s deadline at any time. The Actions drop-down list above the tasks table allows you to adjust deadlines for multiple tasks at once or to perform the tasks for these submissions.

To adjust a single task’s deadline:

1. Find the submission whose deadline you would like to change, and click its Adjust Processing Deadline icon (  ).

2. Enter the time and date of your updated deadline, and click Save.

To adjust deadlines for multiple tasks:

1. Find the submissions whose deadline you would like to change, and select the checkboxes to the left of their names.

2. Click Actions, and then click Adjust Processing Deadline.

3. Enter the time and date of your updated deadline, and click Save.

We will apply the deadline to the submission as a whole, and all tasks for that submission will have the same deadline.

For more information about submission-processing deadlines, see Prioritizing Submissions.