Skip to main content
Conga Support

Tasks Link

The Tasks link in a Contract Profile is used to display the Tasks browse screen, which stores all the tasks that have been assigned for contract. The link is appended by a number, indicating the number of tasks contained in the profile.

To access the Tasks browse screen, open a Contract 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 the Upcoming Tasks portlet in your Dashboard.

TasksLink1.png

A

Tasks link

Click to display the Tasks browse screen.

B

Task records

Review the incomplete tasks for the contract. 

If any task has not been completed and is past due, it is displayed in red text.

C

Task List records

Review any incomplete task lists for the contract.

 A task with no Start Date or Due Date is an incomplete task in a Task List.  Often, tasks in a list are numbered to identify correct sequencing.

D

Complete Task icon

Click    to complete a task or a task in a list.

  • In the Task Completion prompt, provide notes on completing the task, and click Submit.

E

Calendar icon

To reschedule a task:

  • Click in the Start Date or Due Date field to activate it.
  • Click to display a pop-up calendar and select a new date.

F

Add Task option

To add a task:

  • Populate the Task Subject, Due Date, and Task Owner fields.
  • Click the Add Task button.
  • (Optional) Click to display a pop-up calendar and change the default (today's date) in the Start Date field.

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

G

Add Task List button

Click to create a task list using the Add Task List prompt.

H

Show Completed button

Click to view both active and completed tasks.

TasksLink2.png

I

Completed task records View the completed tasks, which are displayed in strikethrough text and contain Closure Notes provided by the individual who completed the task.

J

Reopen icon

Click to reopen a completed task.

The icon is present if you have the authority to reopen a task (you are the task owner or you created the task).

K

Hide Completed button Click to return to the default view (hide completed tasks).

L

Sort option

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

M

Column Display option

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.

N

Reorder and Resize options

  • 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.

 

  • Was this article helpful?