Tasks

When opened, the Tasks page displays all Active tasks assigned to you, or to one of your Departments or Workcenters.

1. Date Filter

Click on the date range drop down to select a quick filter date range or create a custom date range to view Tasks by their respective Due Dates.

2. Quick Filters

Use these buttons to quickly sort the Task list by Status or Due Date.

• All - View all Active and Completed Tasks within the selected Due Date range.
• Active - View all Active Tasks within the selected Due Date range.
• Over 30 Days - View Active Tasks coming due over 30 days from now.
• 0 to 30 Days - View Active Tasks coming due within the next 30 days.
• Past Due - View Active Tasks that are past their Due Date.
• Completed - View all Completed Tasks.
• Voided - View all Voided Tasks.

3. Radio button filters.

Use these to quickly sort the Task list by Assignee or Creator.

• Assigned to me - View only Tasks assigned to me, or to a Department or Workcenter that I'm aligned with.
• Created by me - View only Tasks created by me.
• All tasks - View all Tasks, regardless of Creator or Assignee.

4. Export & Columns

• Export button - Create a Excel file of the current list.
• Columns button - Use the drop down to select additional fields for viewing within the table.

5. Add Task

Click this button to create a new Task.
 

6. Filtering & Sorting

• Use the Filter Icon to filter the table by any specific column.
• Click a column header to sort the table by the column.

7. Complete/Reopen button

Click this button to Complete or Reopen a Task. This changes the Task's Status to "Completed" or "Active", respectively. Only a task's Creator or Assignee can use this button.
 

8. Task options

Click this icon to open the list of options available for a Task:

• Edit - Update the details of this Task. Only a task's Creator or Assignee can edit a Task.
• Activity Log - View this Task's history.
• Void - Cancel this Task. This changes the Task's Status to "Voided".

Task Fields

Entity
FAIR or eTag record to which the Task is applicable.

Entity Type
Type of entity that the Task belongs to. Select this before choosing an Entity, or select "None" if no Entity applies.

Task Type
Determines whether the Task belongs to a user, a Department, or a Workcenter.

Assignee
The party responsible for carrying out the Task. Search for and select a User, Department, or Workcenter, depending on the selected Task Type.

Scheduled Start Date
Date on which the Task is set to begin. A notification will automatically be sent to the Assignee when the Scheduled Start Date for a task arrives.

Due Date
Date by which the Task should be Completed. Users will be receive automatic email notifications when a Task's Due Date is less than a week away.

Task Description
Summary of the task to be carried out.

Created By
Creator of the Task. Automatically entered.

Created Date
Date the Task was created. Automatically entered.

Last Updated By
Date the Task was last updated by a user. Automatically entered.

Completed By
User that Completed the Task. Automatically entered.

Comments
Additional information concerning the Task.

Completed Date
Date the Task was Completed by a user. Automatically entered.

Status
Current state of the Task -- Active (not yet worked), Completed (finished), or Voided (cancelled).