Skip to main content
Conga Support

Tasks Link

The Tasks link in a Company Profile is used to display the Tasks browse screen, which lists all the tasks that have been assigned for the company. The link is appended by a number, indicating the number of tasks added for the company.

To access the Tasks browse screen, open a Company Profile, and scroll down to the Links section of the screen.

  The tasks for which you have some measure of responsibility can be viewed from your Upcoming Tasks portlet in the Dashboard.

TaskLink1.png

A

Tasks link

Click to display the Tasks browse screen.

B

Task records

Review the incomplete tasks for the company.

Tasks displayed in red text have not been completed and are past due.

C

Complete Task icon

Click to complete the task.

The icon is present if you are the task owner or you created the task.

D

Calendar icon

Click in the Start Date or Due Date field to use a pop-up calendar to select a new date and reschedule a task.

E

Add Task record

Populate the Task Subject, Due Date, and Task Owner fields, and then click the Add Task button to add a task.

  • Edit the Start Date field, which is auto-populated with the current date, if needed.

   Once you add a task, the only fields that you cannot edit can are Task Created By and Task Created On.

F

Show Completed button

Click to display both active and completed tasks (shown in screen shot below).

G

Add Task List button

Click to create a task list.

H

Column display 

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

I

Sort option To sort the information in a column in ascending or descending order, click (toggle) on the column heading.
J

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.

TaskLink2.png

K

Completed task records

Review the completed tasks, which are displayed in strikethrough text. 

The Show Completed view also displays the tasks that are past due in red text.

L

Closure Notes field Review any notes provided by the individual who completed the task, as well as the date the task was completed.

M

Reopen icon

Click to reopen a completed task.

The icon is present if you are the task owner or you created the task.

N

Hide Completed button

Click to return to the default view.

  • Was this article helpful?