Object Tasks window

The Object Tasks window has two main sections.

  • The top pane lists all tasks that have been recorded but have not yet been allocated to a staff member. You can:
  • add new tasks for an object without allocating a task staff member
  • view and edit unallocated tasks.
  • The bottom pane lists all tasks that have been allocated to a staff member. If the Include Closed Tasks field is selected, this pane also displays allocated tasks that have been completed. You can:
  • add new tasks and allocate a task staff member to them
  • view and edit allocated tasks
  • view and edit the details of selected completed tasks.

 

 Opening the Object Tasks window

To open the Object Tasks window:

  1. Select Module > Objects > Task Maintenance from the main menu.
    Tip: You can also access object maintenance functions by clicking .
    The Object Tasks window is displayed.


Object Tasks window key fields and buttons
Unallocated Tasks grid area key fields

Field

Description

Seq

Task sequence number. This is the unique identifier for the task.

Opened

Date that the task was created.

Initiated By

Name of the person who initiated the task.

Note:
This field is automatically populated with the Community ID of the current Synergetic user.

Level

Priority level for the task. For example, a Level 1 task has more priority than a Level 3 task.

Severity

Severity rating of the problem that the task is aimed to fix. For example, severity can be rated on a level of 1 to 10 with 10 being very severe and 1 being minor.

Note:
Severity values are defined in the luObjectTaskSeverity lookup table. See luObjectTaskSeverity lookup table in the System Maintenance manual.

Status

Current status of the task. For example, New, Waiting for Info, Completed.

Subject

Brief description of the task. For example, Paint Front Door, Clean Blinds.

Object Description

Description of the object related to the task.

Object No

ID number of the object related to the task.

Initiated ID

ID number of the person who initiated the task.

Allocated Tasks grid area key fields
The Allocated Tasks grid area uses the same fields as the Unallocated Tasks grid area. The following fields are unique to the Allocated Tasks grid area.

Field

Description

Allocated To

Name of the person who has been allocated the task.

AllocatedToID

Unique identifier of the person who has been allocated the task.


Buttons

Button

Description

Launch Maintain Object Task window to view and edit the details of the selected task. See Maintaining object tasks.

Launch the Maintain Object Task window to create a new task. See Creating new object tasks.

Note:
The New Task
button next to the Allocated Tasks area also allocates the task to the default person.

Save changes and close the Object Task window.