You can receive notifications from various areas of AEM, including workflows and projects; for example, about:
work items that represent actions that you need to perform on page content;
failure items, to allow administrators to retry the failed step.
You receive these notifications in your own Inbox where you can view them and take action.
Out-of-the-box AEM comes pre-loaded with administrative tasks assigned to the administrator user group. See Out-of-the-Box Administrative Tasks for details.
From any of the consoles the current number of items in your inbox is shown in the header. The indicator can also be opened to provide either quick access to the page(s) requiring action(s) or access to the inbox:
Certain actions will also be shown in the card view of the appropriate resource.
Out-of-the-box AEM comes pre-loaded with four tasks assigned to the administrator user group.
To open the AEM notification inbox:
Click/tap on the indicator in the toolbar.
Select View all. The AEM Inbox will open. The inbox shows items from workflows, projects and tasks.
For both views you can also define View Settings; the options available are dependent on the current view.
This view lists all items, together with key relevant information:
This view presents items according to their position in the calendar and the precise view you have selected:
select a specific view; Timeline, Column, List
specify the tasks to display according to Schedule; All, Planned, In Progress, Due Soon, Past Due
drill down for more detailed information on an item
select a date range to focus the view:
For both views (List and Calendar) you can define settings:
For Calendar View you can configure:
For List View you can configure the sort mechanism:
To take an action on an item, select the thumbnail for the appropriate item. Icons for the actions that are applicable to that item will be shown in the toolbar:
The actions are appropriate to the item and include:
Complete action; for example, a task or workflow item.
Re-assign/Delegate an item.
Open an item; depending on the item type this action can:
Step back to a previous step.
View the payload for a workflow.
Create a project from the item.
For further information see:
Depending on the item selected an action will be started; for example:
For example, Re-assign will open a dialog:
Depending on whether a dialog, wizard, documentation page has been opened you can:
From the inbox you can create tasks:
Select Create, then Task.
Complete the necessary fields in the Basic and Advanced tabs; only the Title is mandatory, all others are optional:
For certain tasks you can create a Project based on that task:
Select the appropriate task, by tapping/clicking on the thumbnail.
Only tasks created using the Create option of the Inbox can be used to create a project.
Workitems (from a workflow) cannot be used to create a project.
Select Create Project from the toolbar to open the wizard.
Select the appropriate template, then Next.
Specify the required properties:
See Creating a Project for full information.
Select Create to confirm the action.
You can filter the items listed:
Open the AEM Inbox.
Open the filter selector:
You can filter the items listed according to a range of criteria, many of which can be refined; for example: