Tasks Screen
Use this screen to view a list of Tasks using one of the available filters.
Description of fields on the My Work panel screen
| Field Label | Description |
|---|---|
| (calendar) | The current month is displayed. The current date displays in red. Use the month and year arrows to display the corresponding calendar. |
| Today | Selecting this option displays the current month and year calendar. The current day displays in red. |
| Day + Map | Selecting this option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. This view includes a map showing each appointment location. The assignment workfile and Task preview pane is not available for this option. Overdue Tasks display in red. |
| Day | This option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. The assignment workfile and Task preview pane appears using this option. |
| Week | Select this option to view appointments and Tasks for the selected week. The assignment workfile and Task preview pane appears using this option. |
| Unscheduled Assignments | Select this option to view assignment workfiles with no appointment date. The number of unscheduled assignments is also displayed. |
| Tasks | This option opens the Tasks screen which displays the list of Tasks assigned to you. An overdue Task is displayed in red text. |
| Configure calendar | Click on this link to set up work days and daily working hours. |
| Workfiles | Select this option too view the Workfiles screen. |
| Calendar | This option displays the Calendar screen. |
| Messages | Selecting this option displays the Messages screen. |
Description of fields on the screen
| Field Label | Description |
|---|---|
| New | Select this option to create a Task or workfile.New Task is the default selection. |
| Refresh | This option refreshes the data in the current screen. |
| Select this option to print the Tasks list. | |
| Print Preview | Selecting this option allows you to view the Tasks list on your screen. |
| Export to CSV | This option exports the Tasks list data in Comma Separated Value (CSV) format. |
| View | There are four filter values you can select from this droplist. Valid values include All, Open, Complete, and Overdue. Select a filter value from this droplist to view the filtered results. |
| Subject | This is the Task title. |
| Created Date | This is the date and time the Task was created. |
| Due Date | This value is the date and time the Task needs to be completed. Enter or select the date from the calendar icon, and then select the time value from the droplist. Time values are in increments of thirty minutes. |
| Comments | These are any comments, notes, or added description for the Task. |
| Status | Valid values include Open, Completed, and Re-open. |
| Completed Date | This is the date and time the Task was marked Complete. |
| Edit | This is a mini-toolbar option that allows you to open the Task for editing. |
| Re-open | Use this mini-toolbar option to re-open a completed Task. |
| Complete | Select this option mark a Task complete. The date and time the Task was marked Complete is recorded. |
| Delete | Selecting this option deletes the Task and removes it from the list or calendar. |
| (Task preview pane) | Information for the selected Task displays in this panel. The information includes the Task subject, Create Date, Due Date, and comments. Click on the Edit Task link to open the Task for editing. |
