Summary

Brief task description.

Linked to Tasks

Select a maintenance module (e.g. Creditor Maintenance) from the drop-down menu to link the task to a maintenance record. Click to view the selected maintenance record.

Note: The title of the field changes depending on the maintenance area linked to the record.

Note: The maintenance modules displayed will depend on your security permissions. Contact your IT administrator.

Allocated To

Community member allocated to the task. Click to launch Community Maintenance.

Note: This defaults to the community member who created the task. Use the button to allocate a different community member.

Launch the Customise Workflow Display window to display additional information next to task names in the tree view.

(Linked to Tasks)

Launch the linked maintenance area (e.g. Creditor Maintenance) record.

(Allocated to)

Launch Community Maintenance to view the person allocated to the task.

See Maintaining community members in the Community manual.

Note: Click to select a different community member.

Launch the search criteria window of the selected maintenance module to link a record to the task.

Launch the Find Name on Community window to reallocate the task to a different community member.

Tip: Select the School Staff Code to quickly allocate the task to another staff member.

Launch the Select a Template for New Task window to either:

• add a task from a template
• add a new task without using a template.

Launch the Select a Template for New Task window to either:

• add a sub-task from a template
• add a sub-task without using a template.

  Note: When a sub-task is added the User Task window becomes the Workflow Task window.

Move the selected task up or down the task tree.

Delete the selected task.

Start the selected task.

Complete the selected task. The task description turns green to indicate that the task has been closed.

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

Save the changes to the task and continue editing.

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