Managing Tasks

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Task View Options

Beneath the main task module folder, 14 view screens display all tasks filtered by specified categories. The categories appear in The Tasks Folder.

After viewing tasks in any category, most screens let you perform an action on the tasks (the actions are included in the table below). For example, you can redirect your tasks to another user. To select all tasks on a screen, click the check box in the header row (illustrated below).

Folder	Displays these tasks	Action you can perform from view screen
Tasks	Open tasks assigned to yourself, and open tasks you have assigned to other users.	Create a new task Delete a task View a task Sort tasks by column
All Open Tasks	All open tasks (that is, tasks in one of these states) for all users not started active awaiting data on hold reopened pending	Edit a task Sort tasks by column
Assigned To Me	All open tasks assigned to you	Assign tasks to a different user View a task Sort tasks by column
Assigned By Me	All open tasks you assigned to yourself or others	Assign tasks to a different user View a task Sort tasks by column
Created by Me	All open tasks you created	View a task Sort tasks by column
Assigned to User	All open tasks assigned to a user you select	Select any user and view all tasks assigned to that user. To do so, select new user from Assign to User drop down list and click Get Tasks. View a task Sort tasks by column
Not Started	All whose state is Not Started See Also: Task States	Change to any other state View a task Sort tasks by column
Active	All whose state is Active	Change to any other state View a task Sort tasks by column
Awaiting Data	All whose state is Awaiting Data	Change to any other state View a task Sort tasks by column
On Hold	All whose state is On Hold	Change to any other state View a task Sort tasks by column
Pending	All whose state is Pending	Change to any other state View a task Sort tasks by column
Reopened	All whose state is Reopened	Change to any other state View a task Sort tasks by column
Completed	All whose state is Completed	Change to any other state View a task Sort tasks by column
Archived	All whose state is Archived	Change to any other state View a task Sort tasks by column
Deleted	All whose state is Deleted	Change to any other state Purge tasks View a task Sort tasks by column

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