Previous icon

Next icon

Using the Task window

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 (Tree structure)

Opening the Task window

Task window key fields and buttons

Task Details (Basic) Fields

Field

Description

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

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 Launch button to launch Community Maintenance to select a different person.

Allocated To

Person who the task is allocated to.

This defaults to the person who created the task but can be changed using the Reallocate button button.

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 bn_mark_closed.gif.

Task Details (Advanced) area buttons

Button

Description

Launch button (Originated by)

Launch into Community Maintenance for the originator of the task.

See Maintaining community members in the Community manual.

Launch button (Allocated to)

Launch into Community Maintenance for the person who has been allocated of the task.

See Maintaining community members in the Community manual.

Alternatively, select Reallocate button to select a different person.

bn_mark_closed.gif

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.

Re-open the selected completed task.

Synergetic clears the Closed Date field.

Buttons

Button

Description

More (double arrow) button

Less (double arrow) button

Display or hide the Task Details (Advanced) area.

Add button

Add a new task.

Update each of the relevant fields.

Delete button

Delete the selected task.

Reallocate button

Re-allocate the task to a different community member.

The Re-allocate the task to... window is displayed.

Re-allocate the task to window

Enter the search parameters, select the community member and click Find button. The person the task is allocated to is updated.

Tip: Select the School Staff Code to quickly allocate the task to another staff member.
Re-allocate the task to window (populated)

Add From Template... Button

Add tasks from a template to the current task. See Using task templates.

Save As Template... button (Save As Template ellipses button)

Save the current task as a template. See Using task templates.

Launch Maint... button (Launch Maint ellipses)

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.

Apply button

Save the changes to the task and continue editing.

OK button

Save the changes to the task and close the current window.

Cancel button

Cancel the changes to the task and close the current window.

Last modified: 14/10/2013 3:56:40 PM

See Also

Managing tasks

Creating a linked task

Using task templates

© 2013 Synergetic Management Systems. Published 15 October 2013.

Top of page