Task Manager

You can view and manage your own personal tasks or view tasks that you have assigned to others (if you have the appropriate permission to do so).  Click on the Go to Main Screen link on the bottom right of Task Manager.

Your personal tasks appear on the My To-Do List tab and display the following details:

• task name

• created by

• status

• priority

• due date

Any task that is past due displays the due date in red.  High priority tasks are highlighted in yellow.

You can change the display of tasks due by choosing the link to the desired date range (Within 7 days, Within 30 days, All Tasks).   The date range that is not a link indicates that it has been identified as the default preference.

You can choose from the options available in the Show drop down list to change the display of tasks.

To change the Status of several tasks:

• click on the checkbox next to the task name

• choose from one of the options available in the Mark Selected As drop down list

• click Go

• click Save Changes

The Tasks I Assigned tab are displayed if you have been given the ability to assign tasks to others, and its functionality is the same as the My To-Do List tab.

Functions

• Show

  You can select a default filter for your list of tasks by selecting one of the filter options from the drop down:

  • Current Tasks - All

  Displays all tasks that have not yet been completed

  • Completed Tasks

  Displays all completed tasks

  • Current Tasks - current context 

  Displays all context-specific tasks that have not yet been completed

  • All Tasks

  Displays all tasks that have been assigned to you

• Add a New Task

  • Click on the Add a New Task link from the My To Do List tab.

  • Enter the name and description of the task.

  • Select a Due Date, Status, and Priority for this task.

  • Click the Save button.

  • The task will now appear on the My To Do List tab and you may change the Status of the task as appropriate.

• Assign a New Task

  • Click on the Assign a New Task link from the Tasks I Assigned tab.

  • Using the Principal Selector Control select the User(s) or  ContextRoles to whom this task is assigned.

  • Enter the name and description of the task.

  • Select a Due Date and Priority for this task.

  • Click the Save button.

Preferences

Click on the wrench icon from the main Task Manager screen and select the Preferences tab.

• By default, display tasks due

  You can choose from the available options to display tasks that are due within a certain number of days (the default is set to display tasks due within 7 days).  You can also choose to display all tasks.