When you open a task, the following screen displays:
The screen has the following options:
- Start Time Slip - Creates a timeslip associated with the task.
- Acknowledged - Removes task from Inbox.
- Notify - When Notifier is being used,
- Incident ID - Link to Project.
- Assigned To - User responsible for next action on task.
- Time - Used in conjunction with date to place task on daily appointment book.
- Priority - Used to filter and sort tasks in To Do List and Daily Task list.
- Code -
- Date - If task is Acknowledged, the task will show on the Calendar screen for this date.
- Due Date - Due date for task.
- Estimated Hours Remaining - Estimated length of appointment or time remaining to complete task.
- Task Category - User defined for tracking, sorting, and grouping tasks.
- Reference - Task description that will display on lists and calendars
- Notes - Appropriate notes regarding task, activity, or communication to other users working on task.
Here is a brief explanation of how the tasks are handled in the system:
- Move a task to history
- Enter notes.
- Complete task.
- Click OK
- Move a task to your To Do List
- Enter notes.
- Acknowledge task without date or time.
- Click OK.
- Move task to your Daily Task List
- Enter notes.
- Enter date you want task to appear.
- Acknowledge.
- Click OK.
- Move task to your Calendar
- Enter notes.
- Enter date and time you want task to appear.
- Acknowledge.
- Click OK.
- Forward or Reply task and move to history
- Enter notes.
- Complete task.
- Click Forward or Reply.
- Select user you are assigning task.
- Click OK.
- Forward or Reply task and move to your To Do List
- Enter notes.
- Acknowledge task without date or time.
- Click Forward or Reply.
- Select user you are assigning task.
- Click OK.
- Forward or Reply task and move to your Daily Task List
- Enter notes.
- Acknowledge task with date but without time.
- Click Forward or Reply.
- Select user you are assigning task.
- Click OK.
- Forward or Reply task and move to your Calendar
- Enter notes.
- Acknowledge task with date and time.
- Click Forward or Reply.
- Select user you are assigning task.
- Click OK.
- The Priority, Code, and Task Category are used to filter and sort items in your To Do list, and Daily Task lists.