Return to last viewed topic Go to previous topic Go to next topic
Send us documentation feedback Technical support Learning Center Print topic

Managing Tasks


Task View Options

Beneath the main task module folder, several view screens display all tasks filtered by specified categories. 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 change a tasks state to another state. 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
All tasks assigned to you, that are in one of the following states.
  • not started
  • active
  • awaiting data
  • on hold
  • reopened
  • pending
  • Click on the task to view it
  • Add a task
  • Sort tasks by Task Type
  • Sort tasks by column
Assigned To Me
All open tasks assigned to you
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Assigned By Me
All open tasks you assigned to yourself or others
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Created by Me
All open tasks you created
  • Click on the task to view it
  • Sort tasks by Task Type
  • 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.
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Not Started
All whose state is Not Started
  • Change to the following states:
Awaiting Data
On Hold
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Active
All whose state is Active
  • Change to the following states:
Awaiting Data
On Hold
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Awaiting Data
All whose state is Awaiting Data
  • Change to the following states:
Active
On Hold
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
On Hold
All whose state is On Hold
  • Change to the following states:
Active
Awaiting Data
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Pending
All whose state is Pending
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Reopened
All whose state is Reopened
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column
Completed
All whose state is Completed
  • Change to the following state:
Archive
  • Click on the task to view it
  • Sort tasks by Task Type
  • Sort tasks by column

See Also: Managing Tasks


Send us documentation feedback Technical support Learning Center Print topic Return to last viewed topic Go to previous topic Go to next topic