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.
The Task List window is used to view:
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You can display and manage tasks as another user. For example, a personal assistant can manage tasks on behalf of other staff members.
See Managing Taskstasks in the Synergetic Introduction manual.
Tip: You can click 
from any maintenance window to create a new task.
How to:
- Use the Add/Edit Tasks window. See Using the Add/_Edit Tasks window (on page ).
- Create new tasks. See Creating tasks (on page ).
- Use task templates. See Using task templates.
anchorH_41972 H_41972 (on page ).
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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. These may have been originated by you, or by someone else. |
Originated By Me | Select this field to display all tasks that have been originated by you. This includes all tasks that you have allocated to yourself and tasks that you have allocated to other people. |
Show Completed | Select this field to display tasks that have been completed. Use this field in conjunction with the My Allocations or Originated by Me fields to display completed tasks for the selected category. |
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. For example, this allows a personal assistant to manage the tasks for others. |
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 |
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| Expand the grid area to add a new task. See Creating tasks |
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| Add a new sub-task to the selected task. See Creating tasks |
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| Click to edit the grid fields for the task. |
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| Click to delete the task. |
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| Either:
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| 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. |
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