Tasks Screen
A list of the tasks that have been added to a Contract, Company, or Project Profile are displayed in the Tasks screen in the Profile. There are two views available in the screen: Open Tasks and Open & Completed Tasks.
Important: The tasks for which you will receive an email notification are displayed in the Upcoming Tasks portlet in your Dashboard, along with any tasks you created.
Open Tasks
To access the Tasks screen, open a Contract, Company, or Project Profile.
Tasks link | Click to display the Tasks screen. |
Pending Task records | Review the pending tasks for the contract, company, or project. |
Past Due Task records | Identify any tasks in red text, which indicates they are past their due date. |
Task List records |
Identify any task lists in the Profile. A task in a task list is usually assigned a number to ensure each task is performed in a specific order. |
New Task record | Populate the Task Subject, Start Date, Due Date, and Task Owner fields to add a new task. |
Add Task button | Click to add a task after populating the fields in a new task record . |
Task field | Click in a task field to edit it, and type over the existing text or date. |
Calendar icon | Hover over a date field until the calendar icon displays, and click it to reschedule the task by selecting a new date. |
Complete icon |
Click a task's complete icon to complete it, or reschedule it. This icon only displays if you are the task owner (person responsible for completing the task), or the person who created the task. |
Add Task List button | Click to create a task list. |
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 it to display 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. |
Open and Completed Tasks
To access the Tasks screen, open a Contract, Company, or Project Profile.
Tasks link | Click to display the Tasks screen. |
Show Completed button | Click to change the view in the screen from open tasks to open and completed tasks. |
Completed Task records | Review the completed tasks, which display with strikethrough text and contain Closure Notes. |
Closure Notes | Review the information provided by the user who completed the task, along with their name and the date they completed the task. |
Reopen icon | Click the reopen icon for a completed task to reopen it. This icon only displays if you are the task owner (person responsible for completing the task), or the person who created the task. |
Hide Completed button | Click to return to the default view, which displays only open tasks. |
