You can manage a list of tasks for yourself or for other people from within Synergetic or SynWeb. Tasks can be created and allocated to you or another community member to complete. This is a very useful tool for managing your day-to-day work, and for allocating work to another person.
Tasks can have sub-tasks. You can create task templates including sub-tasks for common duties, such as setting up a new staff member. See Using task templates
(on page ).Anchor H_32225 H_32225
The Task List window is used to view:
...
Task List window key fields and buttons
Fields
Field | Description |
|---|---|
My Allocations | Select this field to display open tasks that have been allocated to you. |
Originated By Me | Select this field to display all tasks that have been originated by you. |
Show Completed | Select this field to display tasks that have been completed. |
Include Sub Tasks | Select this field to display sub-tasks of other tasks. |
Show Templates | Select to display tasks originated from templates. |
Set Current User To | Change to another Synergetic user and view the tasks as they would see them if they were logged in. |
Grid area fields
Field | Description |
|---|---|
Description | Brief task description. |
Due Date | Date that the task is requested to be completed by. |
Start Date | Date that the task is scheduled to be started. |
Closed Date | Date that the task was completed. |
Buttons and launch links
Button | Description | ||||||
|---|---|---|---|---|---|---|---|
| Expand the grid area to add a new task. See Creating tasks (on page ). | ||||||
| Add a new sub-task to the selected task. See Creating tasks | ||||||
Click to edit the grid fields for the task. | |||||||
Click to delete the task. | |||||||
Either:
| |||||||
| Save the task as a template. | ||||||
# | Launch the relevant maintenance screen for the task. For example, the Student Maintenance window for a task related to a student. |
