Use the Task window to:
Related tasks are displayed in a tree form on the left, with sub-tasks indented below their parent task.
Task window key fields and buttons
Task Details (Basic) Fields
Field |
Description |
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Description |
Brief task description. |
Comment |
Additional information about the task. |
Due Date |
Date that the task is requested to be completed by. |
Start Date |
Date that the task is scheduled to be started. |
Closed Date |
Date that the task was completed. |
Task Details (Advanced) fields
Field |
Description |
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Created |
Date the task was created. |
Modified |
Date the task was last modified. |
Original Hours Estimate |
Original estimate of the time expected to complete the task. |
Current Hours Estimate |
Latest estimate of the time expected to complete the task. |
Elapsed Hours |
Actual hours spent completing the task. |
Originated By |
Person who originated the task. This defaults to the person you selected as the Current User on the Task List window. Click |
Allocated To |
Person who the task is allocated to. This defaults to the person who created the task but can be changed using the |
Status |
Status of the task. By default a task is either open or closed. Additional information on the status of a task may be required at your organisation. This can be configured in the luTaskStatus lookup table. See Maintaining lookup tables in the System maintenance manual. |
Closed Date |
Date that the task was completed. This is set to today's date by Synergetic when you click |
Task Details (Advanced) area buttons
Button |
Description |
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Launch into Community Maintenance for the originator of the task. See Maintaining community members in the Community manual. |
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Launch into Community Maintenance for the person who has been allocated of the task. See Maintaining community members in the Community manual. Alternatively, select |
Mark the selected task as completed. Synergetic sets the Closed Date field to today's date. To select a different date as the date the task was completed, select the date in the Closed Date field. |
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Re-open the selected completed task. Synergetic clears the Closed Date field. |
Buttons
Button |
Description |
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Display or hide the Task Details (Advanced) area. |
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Add a new task. Update each of the relevant fields. |
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Delete the selected task. |
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Re-allocate the task to a different community member. The Re-allocate the task to... window is displayed. Enter the search parameters, select the community member and click Tip: Select the School Staff Code to quickly allocate the task to another staff member. |
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Add tasks from a template to the current task. See Using task templates. |
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Save the current task as a template. See Using task templates. |
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Launch the maintenance record linked to this task, if applicable. See Creating a linked task. Note: This button is only visible if the task has a linked maintenance record. |
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Save the changes to the task and continue editing. |
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Save the changes to the task and close the current window. |
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Cancel the changes to the task and close the current window. |
Last modified: 14/10/2013 3:56:40 PM
See Also |
© 2013 Synergetic Management Systems. Published 15 October 2013.