Task Navigation


Tasks can be located from the Tasks Dashboard Widget by clicking any of the links displayed to view the details. There is the option to view either Incoming or Outgoing tasks.

Tasks Dashboard Widget

The Task Registers can be found by clicking Tasks and then selecting the required register (Inbox, Drafts, Sent Items).

Inbox, Drafts, Sent Items from Task register menu

Inbox (Updating Tasks)

The Tasks Inbox displays a list of all tasks assigned to you.

  1. Double click to open a Task.

    List of tasks in Task inbox

  1. Record your actions in the Action Notes field. Update the Percentage completed and Status.

    Action Notes field in updating tasks

  1. Any files linked to a task can be opened by clicking on them within the TaskItems tab.

    Tasks items tab

Drafts

The Drafts register displays tasks that have been created and saved but not sent.

To send a task from the Drafts register, open the task, edit if required then click Send.

Sent Tasks Register

The Sent Items register of Tasks displays all tasks that you have assigned to other users.

  1. Cancel a task(s) by selecting the task(s), then clickCancel . At the warning message confirming the cancelling of the task(s) choose Yes. Enter a reason for the cancellation, if you have more than one task to cancel you can select to “apply same reason to selected tasks”.

    Cancel button in sent task register

  2. Use the Duplicate button to create a new task based on the selected task.

    Duplicate button to create a new task on the selected task

The Tasks register (Inbox, Drafts and Sent Items) can be exported to MS Excel using the Export button, selecting Excel and choosing between All Items and Selected Items. The export process will export all or selected records for the currently applied filter with the same columns as currently displayed in the register.