Managing tasks

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:

your tasks
tasks originated by you, especially those that you have allocated to others
all tasks, including sub-tasks of other tasks
completed tasks.

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 tasks 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.
Create new tasks. See Creating tasks.
Use task templates. See Using task templates.

Opening the Task List window

Select System > Task Maintenance from the menu bar.
The Task List window is displayed.

Tip: Select the checkboxes to display different types of tasks. Initially only parent tasks allocated to the current user are displayed.

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
	Expand the grid area to add a new task. See Creating tasks.
	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: update the details for a task if adding or editing the grid fields mark a task as closed.
	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.

Select System > Task Maintenance from the menu bar.
The Task List window is displayed.

Tip: Select the checkboxes to display different types of tasks. Initially only parent tasks allocated to the current user are displayed.