This menu option displays a list of tasks currently assigned. The %complete can be amended from this list page. If set to 100%, the task will deemed to have a status of complete.
Tasks can be set to complete by ticking the box adjacent to the task.
The task list may be filtered by using the filter dropdowns at the top of the page.
By Right clicking on the task list a menu will be displayed to either show the elevator or delete the task selected.
Editing a Task
By double clicking on the subject of a task in the task list, the task will be displayed and available for edit.
Details Tab
This will display data entered for the task either by manual entry or by email. Additional fields showing are:
Requested By
This is populated from the email where a task is created via an email. It is not available for edit or for tasks entered manually.
% Completed
A % complete figure can be selected from the dropdown to indicate the status of the task.
Schedule Tab
The information on the Schedule tab allows the scheduling of the task to be adjusted. If no scheduling is required, untick the schedule tick box and the scheduling details then become unavailable and the tasks are removed from the schedule and the outlook calendar. If scheduling is required, tick the schedule tick box and amend schedule details where necessary.According to the information entered, the task will be scheduled at the next available slot.
Additional fields showing are:
Current Items
This grid displays the timeslots currently allocated to this task.
Fixed Time –cannot be moved by scheduling other tasks
When this checkbox is ticked the scheduler is prevented from moving the timeslots for this task if there is a task conflict.
Play Sound
By ticking this option the user can allocate a sound to play when a reminder is sent. By clicking on the browser icon the user is able to select a sound file from a file directory.
History Tab
The History tab will list briefly the activities performed on the task.
Task history information can be expanded by clicking on the expand/minimize icon next to the activity.