Within the Schedule the Task List icon in the ribbon opens the Task List screen.
When you first open the screen, the Date Due> field is set to today and the User field displays the current user. You can run the query straight away, or you can select a different user from the drop-down list. The date and other fields can be changed or filtered, as outlined below in the second image.
You can adjust the Task Type and Regarding drop-down fields if desired.
If necessary, the dates in the two Date Due fields can be adjusted in a couple of ways:
1.Enter the desired date by typing it directly into the Date field(s).
2.Click the drop-down next to the Date field(s), and select the date from the calendar (highlighted above in blue). Select the date 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 task selection criteria. Simply tick to filter tasks that not been assigned to resources.
If your security allows it, you can right click within the list grid, select Export Data and save the list information as an XLSX file.
Right Click Option |
Function |
|---|---|
Add |
Add a new task. |
Edit |
Edit the highlighted task. |
Delete |
Delete the highlighted task. |
Confirm Task |
Confirm the highlighted task |
Export Data |
Exports the list to a spreadsheet. |
Export Grid |
Exports the grid to a spreadsheet. This is particularly useful if your grid has more than one header row, as it will export all header rows. |
Print the list. |
|
Print Preview |
Preview the list to be printed. |
Copy Cell |
Copy the cell you have clicked on. |
Copy Row |
Copy the entire row you have clicked on. |
Copy All |
Copy all, which can then be pasted into a spreadsheet |
Show Find panel |
Opens the Find panel:  |
Grid Columns... |
Allows you to select more columns to add to the grid. |
|
You cannot edit an object within the Task List. You need to go to the object that the task is on to edit it.
|
Further information: