Existing task lists are viewed and managed from the Task List Browse screen. A task list is an ordered set of tasks that identify the steps in a process or procedure for a company, contract, or project. Once a task list is created, it is available as a template when users create a task list for a Company, Contract, or Project Profile.
- Click the Gear Icon in the Navigation Toolbar, and click the Task Lists link in the menu.
- In the Task List Browse screen, locate the list by its name or description.
- Click a column heading to change the sort order of the data.
To resize a column, hover over the right or left border of the column heading until the resize icon appears. Click the icon and drag the border to the desired width.
- Click a task list record to display its Task List Edit screen, where you can perform the following:
- Edit the task list
- Delete the task list
You can add a task list from the Task List Browse screen.