Tasks Link - Contract Profile

The Tasks link in a Contract Profile is used to display the Tasks browse screen, which stores all the tasks that have been assigned for contract. The link is appended by a number, indicating the number of tasks contained in the profile.

To access the Tasks browse screen, open a Contract Profile, and scroll down to the Links section of the screen.

The tasks for which you have some measure of responsibility can be viewed from the Upcoming Tasks portlet in your Dashboard.


Tasks link	Click to display the Tasks browse screen.
Task records	Review the incomplete tasks for the contract. If any task has not been completed and is past due, it is displayed in red text.
Task List records	Review any incomplete task lists for the contract. A task with no Start Date or Due Date is an incomplete task in a Task List. Often, tasks in a list are numbered to identify correct sequencing.
Complete Task icon	Click the the green checkmark to complete a task or a task in a list. In the Task Completion prompt, provide notes on completing the task, and click Submit.
Calendar icon	To reschedule a task: Click in the Start Date or Due Date field to activate it. Click the calendar icon to display a pop-up calendar and select a new date.
Add Task option	To add a task: Populate the Task Subject, Due Date, and Task Owner fields. Click the Add Task button. (Optional) Click the calendar icon to display a pop-up calendar and change the default (today's date) in the Start Date field. Once you add a task, the only fields that you cannot edit are the Task Created By and Task Created On fields.
Add Task List button	Click to create a task list Creating a Task List using the Add Task List prompt.
Show Completed button	Click to view both active and completed tasks.
Completed task records	View the completed tasks, which are displayed in strikethrough text and contain Closure Notes provided by the individual who completed the task.
Reopen icon	Click the icon of a checkmark and a clock to reopen a completed task. The icon is present if you have the authority to reopen a task (you are the task owner or you created the task).
Hide Completed button	Click to return to the default view (hide completed tasks).
Sort option	To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
Column Display option	To customize the information in a browse screen, hover over a column heading until the column icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
Reorder and Resize options	To resize a column, hover over the right or left border of the column heading until the resize icon appears. Then, click and drag the border to the desired width. To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.

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Tasks Link - Contract Profile

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