Creating a linked task

You can create tasks that are linked to a maintenance window record, such as a current student. The record can be launched from the task window at a later date to assist the person completing the task.

Creating linked tasks

To create a linked task:

Open the appropriate maintenance window. For example: Current Students Maintenance.
Find the appropriate record. For example: Amanda Adamski is a current student whose debtor information is out of date.
Click in the maintenance window toolbar.
Note: Not all maintenance windows have the button. You cannot create linked tasks for maintenance windows that do not have the button.

The Task window is displayed with the Description field populated with the maintenance window and record you were looking at.
Change the Description to indicate the task to be performed.
Type in the comment and hours estimated and select the due and start dates.
Allocate the task to the appropriate staff member, if necessary.
Note: Tasks are allocated to the creator of the task by default.
Click .
The task is created.

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 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 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 .

Task Details (Advanced) area buttons

Button	Description
(Originated by)	Launch into Community Maintenance for the originator of the task. See Maintaining community members in the Community manual.
(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 to select a different person.
	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
	Display or hide the Task Details (Advanced) area.
	Add a new task. Update each of the relevant fields.
	Delete the selected task.
	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 . The person the task is allocated to is updated. Tip: Select the School Staff Code to quickly allocate the task to another staff member.
	Add tasks from a template to the current task. See Using task templates.
	Save the current task as a template. See Using task templates.
	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.
	Save the changes to the task and continue editing.
	Save the changes to the task and close the current window.
	Cancel the changes to the task and close the current window.

Last modified: 9/10/2013 3:31:20 PM