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.

To create a linked task:

Open the appropriate maintenance window. For example: Current Students Maintenance.
Find the appropriate record. For example: Levy Aitken is a Community member completing a staff induction.
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 Select a Template for New Task window is displayed.
Select a task template from the grid area.
Note: You can also click to create a new task. See Creating a task template.
Click .
The User Task window is displayed.

Note: The Summary field is populated with the task description and the Linked to Tasks field is updated to indicate maintenance record linked to the task.
Change the Summary to indicate the task to be performed, if necessary.
Allocate the task to a different 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 Fields

Field	Description
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.

Field

Description

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.

Linked tasks (Workflow task window)

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.

Task Details (Advanced) area buttons

Button	Description
	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.

Last modified: 11/09/2014 10:27:46 AM