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changes.mady.by.user Former user

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changes.mady.by.user Richard Kennedy (Unlicensed)

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Use the User/Workflow Task window to:

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Expand

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titleOpening the User/Workflow Task window

To open the User Task window:

  1. Select Window > Show Task List from the main menu.

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    The Task List window is displayed.

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  1. Click

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    The User Task window is displayed.

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  2. To open advanced settings, click

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  1. the Advanced

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  1.  tab.

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  1. The Advanced

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  1.  tab of

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  1. the User Task

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  1.  window is displayed.

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    Note:

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  1.  Once sub-tasks are added to an existing task

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  1. the User Task

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  1.  window becomes

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  1. the Workflow Task

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  1.  window. Related tasks are displayed in a tree form on the left, with sub-tasks

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  1. Image Addedindented below their parent task

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Task window key fields and buttons
Task Details Fields

Field

Description

Summary

Brief task description.

Linked to

Select a maintenance module such as Creditor Maintenance from the drop-down menu to link the task to a maintenance record. Click

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Image Added to view the selected maintenance record.

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Note: The title of the field changes depending on the maintenance area linked to the record.

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Note: The maintenance modules displayed will depend on your security permissions. Contact your IT administrator.

Allocated To

Community member allocated to the task. Click

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Image Added to launch Community Maintenance.
 

Note: This defaults to the community member who created the task. Use the

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Image Added button to allocate a different community member.


Task Details (Advanced) area buttons

Button

Description

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Launch the Customise Workflow Display window to display additional information next to task names in the tree view.

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Image Modified

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Launch the linked maintenance area record. For example, Creditor Maintenance.

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Image Added (Allocated To)

Launch Community Maintenance to view the person allocated to the task.


See Maintaining community members in the Community manual.
 

Note: Click Image Modified to select a different community member.

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Launch the search criteria window of the selected maintenance module to link a record to the task.

Once a record is linked to the task, the Image Modified button changes to Image Modified to allow you to remove the link from the task record.

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Launch the Find Name on Community window to reallocate the task to a different community member.

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Tip: Select the School Staff Code to quickly allocate the task to another staff member.

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Select either:

  • Add Task to insert a blank task underneath the selected task.
  • Add Task from Template to launch the Select a Template for New Task window to either:
  • add a task from a template
  • add a new task without using a template.

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Select either:

  • Add Subtask to insert a blank sub-task under the selected task.

    Note:     If this is the first sub-task for the selected task the icon changes to indicate that it is now a parent task:
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  • Add Subtask from Template to launch the Select a Template for New Task window to either:
  • add a sub-task from a template
  • add a sub-task without using a template.

    Note:     When a sub-task is added the User Task window becomes the Workflow Task window.

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Move the selected task up or down the task tree.

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Start the selected task.

On the Advanced tab:

  • the Start Date is set to the current date and time
  • the Task Status field is set to In Process.

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Complete the selected task. The task description turns green to indicate that the task has been closed.
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On the Advanced tab:

  • the Completed Date is set to the current date and time
  • the Task Status field is set to Closed.

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Save the selected task as a template. See Using task templates

(on page )

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Delete the selected task.

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Save changes to the task and continue editing.

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Cancel changes to the task and close the current window.