The Task List |
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Within the Schedule the Task List icon on the ribbon opens the Task List screen.
When first opening the Task list, the Date Due> field is set to the current date and the User field displays the current user. A query can be run straight away, or a different user can be chosen from the drop down list. The date and other fields can be changed or filtered, as outlined below in the second image.
The red exclamation mark over the people/person icon indicates that the task has not yet been confirmed by the user.
Adjust the Task Type and Regarding drop down fields to suit.
If necessary, the dates in the two Date Due fields can be adjusted in a couple of ways: 1.Enter the desired date by entering it directly into the Date field(s). 2.Choose from the drop down next to the Date field(s) and select the date from the calendar (highlighted above in blue). Click the Calendar icon and choose an appropriate time period from the drop down list, or clear any values already in the field(s). 3.Click Run. The results of each query are displayed in the Task list, as shown in the example below.
Task list includes columns indicating if tasks are recurring, have reminders, have multiple resources assigned, and have been confirmed.
Additional features include: ▪Hint over recurring tasks displaying the starting recurrence. ▪Name defaults to current user. ▪Date defaults to current date. ▪Support for Managed Service job tasks ▪Job related task type (displays both Job and Managed Service Job task types). ▪Includes a Show Unassigned Tasks selection criteron. Simply tick to filter tasks that have not been assigned to resources. If user security allows it, right click within the list grid, select Export Data and save the list information as an XLSX file.
Further Information |