Manage Task
The Manage Task menu serves as a central hub for task management, enabling users to efficiently filter, create, and update tasks. Tasks help users stay organized, prioritize work, and track progress. This functionality ensures that tasks are completed on time and responsibilities are clearly assigned, improving overall productivity.
Navigation
MyMenu→Manage Task.
Tasks are displayed with the following details:
- Task ID: Unique identifier for the task.
- Task Date: Creation date of the task.
- Subject: Summary of the task.
- Assigned Name: Person responsible for the task.
- Status: Current progress (e.g., Open, Completed).
- Due Date: Deadline for task completion.
- Last Activities: Date of the most recent update or action taken on the task.
Filters:
Refine task results by Date, Assigned Name/Owner, Status, Task ID/Subject, or Include Team.Add Task
Add Task:
Clicking Add Task opens a form to create new tasks. Fields include:
- Subject: Title of the task.
- Priority: Set the task priority.
- Task Holder: Assign responsibility.
- Lock Task Holder: Prevent reassignment.
- Description: Provide task details.
- Due Date: Specify a deadline.
- Status: Set an initial status.
View and Update Tasks
Select a task from the list to view or edit details. Updates can be made directly in the task view.
Task Details Tabs:
Info Tab
- View or update Subject, Priority,Due Date and Description.
Comments Tab
- Add comments with timestamps and user details.
- Attach files.
- View task holder and status information.
Attachment Tab
- Review uploaded attachments with Posted date and user who uploaded it.
- Download files directly by clicking the download icon.
Event Log Tab
- Track task modifications.
- Date of the change.
- Description of the change made by the user.
Note:
- Only the task holder is authorized to close the task.
- Users with specific policies may close the task, even if they are not the task owner.
- Overdue tasks must be completed before 11 p.m. to avoid a deduction of 100 points from the task holder.