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Viewing Tasks

You can view a list of the tasks that have been added to a Contract Profile, Company Profile, or Project Profile in the Tasks browse screen in the profile. There are two views available in the browse screen: Open Tasks and Open & Completed Tasks.

You can also view the tasks for which you are the designated "owner" from your Upcoming Tasks portlet in the Dashboard.

Viewing Open Tasks

Open tasks are viewed from the Tasks browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing open tasks in a Company Profile and Project Profile.

A

Tasks link

Click to display the Tasks browse screen.

B

Task records

View a list of the tasks stored in the profile

C

New Task record

Populate the Task Subject, Start Date, Due Date, and Task Owner fields to add a new task.

D

Add Task button

Click to add the task.

E

Task field

Click in a task field if you want to edit it, and type over the existing text or date.

F

Task calendar

Click on the icon for a task record to reschedule the task.

G

Complete icon

Click on the task's icon to complete the task.

Note: This icon only displays if you are the task "owner" (person responsible for completing the task), or if you are the person who created the task.

H

Add Task List button

Click to create a task list.

I

Task records display

  • If you want to change the fields that are displayed, click on the arrow icon to the right of any column to display the Sort/Column menu. Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.
  • If you want to change the sort order of the information in a column, click (toggle) on the column heading.

  • If you want to resize a column to accommodate the information in that column, mouse over the right or left border of the column header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

Viewing Open and Completed Tasks

Both open and completed tasks are viewed from the Tasks browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing open and completed tasks in a Company Profile and Project Profile.

A

Tasks link

Click to display the Tasks browse screen.

B

Show Completed button

Click to change the view in the browse screen from open tasks to open and completed tasks.

C

Completed Task records

View the tasks that have been completed.

Note: Completed tasks are displayed in strikethrough text and contain Closure Notes. Tasks that are past due are displayed in red text.

D

Closure Notes

View the information provided by the user who completed the task.

E

Reopen icon

Click on a completed task's icon to reopen it.

Note: The icon only displays if you are the task "owner" (person responsible for completing the task), or if you are the person who created the task.

F

Hide Completed button

Click to return to the default view, which displays only open tasks.

 

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